Skip to content
Disclosery

SFLR INNOVATOR ETFS TRUST

Follow

QUITY MANAGD FLR (fund)

145 managers (146 13F filers) reported a position in SFLR shares at 2025-09-30, 23,373,858 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
145
13F filers
146
New
15
Added
63
Reduced
58
Sold out
12
Shares held by filers
23,373,858

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,919,960$141M0.01%+3,883,65513F-HR/ATimelineGroup
LPL Financial LLC3,655,638$132M0.04%+62,78113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,808,922$65.2M0.08%-30,96813F-HRTimeline
Kingsview Wealth Management, LLC1,760,405$63.4M0.97%+75,94213F-HRTimeline
Chicago Partners Investment Group LLC1,385,894$50.9M1.33%-166,61813F-HRTimeline
Delta Investment Management, LLC860,218$31M5.55%-27,84013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.566,988$20.2M0.03%+29,80813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC440,709$15.9M<0.01%+61,92513F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.412,977$14.9M6.36%+14,89313F-HRTimeline
Southland Equity Partners LLC346,340$12.5M2.53%-2,43613F-HRTimeline
HighTower Advisors, LLC338,160$12.2M0.01%-86,64213F-HRTimeline
Rothschild Wealth LLC274,769$9.9M2.16%+34,81013F-HRTimeline
WINNACLE WEALTH LLC252,765$9.35M7.32%new13F-HRTimeline
Pallas Capital Advisors LLC252,727$9.11M0.33%+123,83313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.248,418$8.95M9.19%-145,41913F-HR/ATimeline
Cetera Investment Advisers236,133$8.51M0.01%+42,09213F-HRTimeline
Authentikos Wealth Advisory, LLC216,424$7.8M5.16%-4,48313F-HR/ATimeline
MML INVESTORS SERVICES, LLC212,676$7.66M0.02%-29,97313F-HRTimeline
Davies Financial Advisors, Inc.212,389$7.65M6.21%-87,27213F-HRTimeline
Steward Partners Investment Advisory, L…191,758$6.91M0.04%-73,05013F-HRTimeline
AE Wealth Management LLC188,072$6.78M0.04%+19,26813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …183,594$6.61M1.11%+14,20613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding181,459$6.54M-36,964Timeline
HFG Wealth Management, LLC171,919$6.19M3.37%+18,31213F-HR/ATimeline
Worth Financial Advisory Group, LLC164,479$5.93M3.32%+23,54313F-HRTimeline
Pinnacle Wealth Management Group, Inc.163,536$5.89M3.02%+10,57213F-HRTimeline
Private Advisor Group, LLC157,855$5.69M0.03%+32,94413F-HRTimeline
Global Retirement Partners, LLC156,511$5.64M0.13%+39,01313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…153,015$5.51M0.07%-67513F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC149,894$5.4M3.21%-1,74213F-HRTimeline
Perennial Investment Advisors, LLC140,588$5.07M0.42%+17,50013F-HRTimeline
Farther Finance Advisors, LLC136,462$4.92M0.07%+84,06813F-HRTimeline
NewEdge Advisors, LLC135,630$4.89M0.02%-143,09113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…131,037$4.72M2.12%new13F-HRTimeline
Trek Financial, LLC130,833$4.71M0.28%-2,60013F-HRTimeline
Triumph Capital Management121,190$4.37M1.18%+10,88713F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…120,593$4.34M0.01%+83,94913F-HRTimelineGroup
BEACON FINANCIAL GROUP116,946$4.21M0.41%+20,46713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…112,289$4.06M0.01%-23,91713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management109,994$3.96M0.05%+33,15113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.107,567$3.88M0.05%+3,77513F-HRTimelineGroup
Cambridge Investment Research Advisors,…103,952$3.75M0.01%+2,87013F-HRTimeline
HARBOUR INVESTMENTS, INC.100,641$3.63M0.08%+26,38413F-HRTimeline
Janney Montgomery Scott LLC99,575$3.59M0.01%new13F-HRTimeline
Concorde Asset Management, LLC87,069$3.14M1.31%13F-HRTimeline
Visionary Wealth Advisors84,324$3.04M0.14%+77,77013F-HRTimeline
IHT Wealth Management, LLC79,175$2.87M0.07%+7,14113F-HRTimeline
Advisor Resource Council73,995$2.67M3.6%+28,46413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,500$2.54M<0.01%-4,68613F-HRTimelineGroup
Beacon Financial Advisory LLC68,287$2.46M0.57%+3,74013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC64,956$2.34M0.44%-2,35113F-HRTimeline
Balance Wealth Partners LLC62,826$2.26M0.56%-3,09613F-HRTimeline
Merit Financial Group, LLC62,709$2.26M0.02%-12,10613F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…59,065$2.13M0.04%+45,94913F-HRTimelineGroup
Signal Advisors Wealth, LLC58,192$2.1M0.19%-1,56713F-HRTimeline
Mutual Advisors, LLC55,196$2M0.04%+1,72613F-HRTimeline
Mariner, LLCin group Mariner, LLC55,273$1.99M<0.01%-27,41213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC54,657$1.97M0.09%+5,87713F-HRTimeline
Kellett Wealth Advisors, LLC53,884$1.94M1.17%-1,06113F-HRTimeline
GWN SECURITIES INC.51,155$1.84M0.43%+33313F-HRTimeline
Whipplewood Advisors, LLC50,070$1.8M1.19%-17813F-HRTimeline
CWM, LLCin group CWM, LLC47,968$1.73M0.01%+29,25713F-HRTimelineGroup
Kraft, Davis & Associates, LLC45,416$1.65M0.4%+3,82313F-HRTimeline
Foundations Investment Advisors, LLC42,497$1.53M0.02%+9,49713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC40,620$1.46M1.01%+23,65313F-HRTimeline
Innovative Advisory Group, LLC39,643$1.43M0.94%+9,48813F-HRTimeline
Sequoia Financial Advisors, LLC38,197$1.38M0.01%-9,40813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC36,623$1.32M0.03%+98013F-HRTimeline
HBW ADVISORY SERVICES LLC36,467$1.31M0.15%new13F-HRTimeline
Luminist Capital LLC35,675$1.29M1.11%-82,60313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP34,137$1.23M<0.01%+8,40913F-HRTimelineGroup
Glen Eagle Advisors, LLC33,705$1.21M0.17%+7,10013F-HRTimeline
Well Done, LLC31,957$1.15M0.2%013F-HRTimeline
Lifeworks Advisors, LLC31,947$1.15M0.15%-12313F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC30,743$1.11M0.62%-2,25513F-HRTimeline
Meridian Wealth Management, LLC30,694$1.11M0.04%+1,91413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,109$1.08M<0.01%-77,01813F-HRTimelineGroup
Archford Capital Strategies, LLC28,805$1.04M0.12%-86,19513F-HRTimeline
Claro Advisors Inc.28,650$1.03M0.15%-22413F-HRTimeline
OLD MISSION CAPITAL LLC28,325$1.02M0.04%new13F-HRTimeline
Castleview Partners, LLC27,424$988K0.54%-43613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …25,184$907K0.05%+2913F-HRTimeline
WorthPointe, LLC24,870$896K0.34%+13,39013F-HRTimeline
Financial Futures Ltd Liability Co.24,635$888K0.43%-11,63413F-HRTimeline
World Investment Advisors22,729$819K0.02%+213F-HRTimeline
CGN Advisors LLC22,126$797K0.07%+42513F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC21,893$789K0.45%+2,18613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC21,832$787K0.02%new13F-HRTimeline
Jacobi Capital Management LLC21,258$766K0.05%+2413F-HRTimeline
VestGen Advisors, LLC19,945$719K0.02%+36113F-HRTimeline
Ifrah Financial Services, Inc.19,508$703K0.18%+5313F-HRTimeline
Sigma Planning Corp18,630$671K0.02%+11,25813F-HRTimeline
Summit Financial, LLC17,954$647K0.01%new13F-HRTimeline
Freedom Investment Management, Inc.17,502$631K0.17%-17,05213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC16,784$605K0.28%-76113F-HRTimeline
CoreCap Advisors, LLC13,645$492K0.02%-277,82713F-HRTimeline
WealthPlan Investment Management, LLC12,898$465K0.03%-3,01813F-HRTimeline
John W. Brooker & Co., CPAs12,881$464K0.94%-35913F-HRTimeline
Diligent Investors, LLC12,540$452K0.11%013F-HRTimeline
CRA Financial Services, LLC12,535$452K0.06%-1,07013F-HRTimeline
Sovran Advisors, LLC12,220$448K0.04%+3,07313F-HRTimeline
Clearstead Advisors, LLC12,176$439K0.01%-11,00013F-HRTimeline
Western Wealth Management, LLC11,977$432K0.02%-14113F-HRTimeline
Golden State Wealth Management, LLC11,666$420K0.05%+45813F-HRTimeline
Worth Asset Management, LLC10,783$389K0.17%-7,29113F-HRTimeline
Advisory Services Network, LLC10,709$386K0.01%-18813F-HRTimeline
Gateway Wealth Partners, LLC10,646$384K0.05%+15213F-HRTimeline
WEALTHGARDEN F.S. LLC10,468$379K0.27%+55813F-HRTimeline
Keystone Wealth Services, LLC10,222$368K0.08%-1,50513F-HRTimeline
William Mack & Associates, Inc.9,890$356K0.19%+1,75813F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC9,502$342K0.01%-8,61213F-HRTimelineGroup
Leelyn Smith, LLC9,470$341K0.05%-3513F-HRTimeline
Old Port Advisors9,245$333K0.08%-60013F-HRTimeline
Belpointe Asset Management LLC9,076$327K0.01%-30513F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,001$324K0.15%-10,05613F-HRTimeline
DAVENPORT & Co LLC8,626$311K<0.01%+613F-HRTimeline
SMITH, MOORE & CO.8,533$307K0.02%+13313F-HRTimeline
Occidental Asset Management, LLC8,525$307K0.04%013F-HRTimeline
Sunbelt Securities, Inc.8,475$305K0.02%-27013F-HRTimeline
FORONJY FINANCIAL LLC8,410$303K0.13%-10,60113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC8,390$302K0.14%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC7,400$267K0.04%-3713F-HRTimeline
WEDBUSH SECURITIES INC7,237$261K0.01%-4,83913F-HRTimeline
CENTAURUS FINANCIAL, INC.6,919$249K0.01%+6413F-HRTimeline
Valmark Advisers, Inc.6,875$248K<0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,630$239K<0.01%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,610$238K<0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC6,485$234K0.02%013F-HRTimeline
Cornerstone Wealth Management, LLC6,250$225K0.01%new13F-HRTimeline
Quantinno Capital Management LP6,204$224K<0.01%-7,05913F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,418$158K0.06%-93213F-HRTimeline
COMERICA BANK3,878$140K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,342$120K0.01%+3,06513F-HRTimeline
GPS Wealth Strategies Group, LLC2,607$93.9K0.01%+113F-HRTimeline
Allworth Financial LP2,125$76.6K<0.01%013F-HRTimeline
IFP Advisors, Inc1,919$69.1K<0.01%+13213F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY1,767$63.7K<0.01%-82913F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,640$58.8K<0.01%+41113F-HRTimelineGroup
Dunhill Financial, LLC382$13.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC347$12.5K<0.01%new13F-HRTimeline
Noble Wealth Management PBC300$10.8K0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC175$6.3K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65$2.34K<0.01%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC46$1.66K<0.01%-1,31413F-HRTimeline
Aptus Capital Advisors, LLC42$1.51K<0.01%new13F-HRTimeline