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Disclosery

SFLR INNOVATOR ETFS TRUST

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QUITY MANAGD FLR (fund)

195 managers (196 13F filers) reported a position in SFLR shares at 2026-03-31, 33,900,983 shares in all. 37 filers opened a position and 15 filers sold out during the quarter.

Managers
195
13F filers
196
New
37
Added
86
Reduced
64
Sold out
15
Shares held by filers
33,900,983

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/5,920,303$210M0.02%+71,50413F-HRTimelineGroup
LPL Financial LLC4,589,170$163M0.04%+331,73613F-HRTimeline
Americana Partners, LLC2,485,585$88M2.29%+2,225,26213F-HRTimeline
Kingsview Wealth Management, LLC2,167,558$76.8M1.05%+280,86113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,559,608$55.2M0.08%-368,80113F-HRTimeline
Chicago Partners Investment Group LLC1,276,156$46.7M1.05%-80,41113F-HRTimeline
Cambridge Investment Research Advisors,…806,175$28.5M0.07%+697,34813F-HRTimeline
Liberty Atlantic Advisors LLC637,906$22.6M19.32%+82,53113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC567,059$20.1M0.01%+160,78313F-HRTimelineGroup
Delta Investment Management, LLC558,310$19.8M3.54%-26,79313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.489,437$17.3M6.9%+52,95313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.482,185$17.1M0.03%-13,27413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC432,361$15.3M<0.01%+226,76413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management403,720$14.3M0.16%+119,72113F-HRTimelineGroup
Cetera Investment Advisers382,879$13.6M0.01%+96,18713F-HRTimeline
Rothschild Wealth LLC372,737$13.2M1.19%+2,04413F-HRTimeline
HighTower Advisors, LLC363,843$12.9M0.01%+28,58713F-HRTimeline
Southland Equity Partners LLC313,667$11.1M2.16%-25,13313F-HRTimeline
Advisory Services Network, LLC312,233$11.1M0.15%+39,11613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…268,650$9.51M0.02%+93,43313F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC255,746$9.06M2.46%+209,83413F-HRTimeline
MML INVESTORS SERVICES, LLC248,541$8.8M0.02%+9,52213F-HRTimeline
AE Wealth Management LLC247,244$8.75M0.05%+52,56913F-HRTimeline
Pinnacle Wealth Management Group, Inc.244,025$8.64M4.24%+77,60913F-HRTimeline
WINNACLE WEALTH LLC242,979$8.6M6.64%-18,30013F-HRTimeline
Pallas Capital Advisors LLC235,419$8.34M0.31%-20,43613F-HRTimeline
Farther Finance Advisors, LLC232,287$8.29M0.08%+67,14813F-HRTimeline
NewCorp Financial Services, Inc.228,117$8.08M7%+31,94213F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.224,896$7.96M5.82%-18,24913F-HRTimeline
Private Advisor Group, LLC218,030$7.72M0.04%+25,72213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.209,621$7.42M0.08%+91,64113F-HRTimelineGroup
Snowden Capital Advisors LLC209,196$7.41M0.2%+59,32713F-HRTimeline
ATX Financial Planning, LLC206,074$7.3M5.54%+54813F-HRTimeline
Perennial Investment Advisors, LLC202,013$7.15M0.57%+28,41913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding199,722$7.07M+20,390Timeline
Worth Financial Advisory Group, LLC60,130$6.93M3.09%-93,83113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …190,316$6.74M1.07%+4,12413F-HRTimelineGroup
CWM, LLCin group CWM, LLC187,696$6.65M0.02%+12,51713F-HRTimelineGroup
Triumph Capital Management181,377$6.43M1.31%+41513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…172,342$6.1M0.01%-40,48213F-HRTimelineGroup
HFG Wealth Management, LLC168,691$5.97M3.29%-3,79413F-HRTimeline
VanWeelden Wealth Management, LLC162,414$5.75M4.59%new13F-HRTimeline
Visionary Wealth Advisors160,126$5.67M0.25%+10,56413F-HRTimeline
Steward Partners Investment Advisory, L…143,421$5.08M0.03%-9,47713F-HRTimeline
COFG Advisors, LLC139,033$4.92M1.22%+6,12913F-HRTimeline
NewEdge Advisors, LLC136,113$4.82M0.02%+6,82613F-HR/ATimeline
Janney Montgomery Scott LLC130,534$4.62M0.01%+8,38313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV121,112$4.54M1.63%-40,45713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…116,747$4.17M0.01%-37613F-HRTimeline
Holos Integrated Wealth LLC116,027$4.15M2.1%+8,08813F-HRTimeline
BEACON FINANCIAL GROUP117,049$4.14M0.41%-58213F-HRTimeline
Trek Financial, LLC110,674$3.92M0.21%-9,98113F-HRTimeline
OneDigital Investment Advisors LLC104,543$3.7M0.04%new13F-HRTimeline
Intrua Financial, LLC103,774$3.67M0.39%new13F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC96,978$3.43M2.19%+23,71013F-HRTimeline
Independent Advisor Alliance95,048$3.37M0.04%new13F-HRTimeline
IHT Wealth Management, LLC91,051$3.22M0.07%+6,43513F-HRTimeline
GWN SECURITIES INC.90,899$3.22M0.62%+25,96013F-HRTimeline
HARBOUR INVESTMENTS, INC.87,186$3.09M0.05%-23,29913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC85,363$3.02M0.07%+37,80913F-HR/ATimeline
WorthPointe, LLC81,620$2.89M0.79%+32,01213F-HRTimeline
Foundations Investment Advisors, LLC80,272$2.84M0.04%+4,97713F-HRTimeline
Beacon Financial Advisory LLC79,234$2.81M0.63%+5,64113F-HRTimeline
Concorde Asset Management, LLC77,917$2.76M1.35%-9,76313F-HRTimeline
Signal Advisors Wealth, LLC74,901$2.65M0.18%+7,41413F-HRTimeline
Mariner, LLCin group Mariner, LLC72,945$2.58M<0.01%+9,38313F-HRTimelineGroup
Meridian Wealth Management, LLC62,869$2.23M0.08%+16,41913F-HRTimeline
Selby Wealth Management, LLC62,501$2.21M0.87%-51313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC59,634$2.11M0.39%-30313F-HRTimeline
Collaborative Wealth Managment Inc.57,575$2.04M0.94%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,996$2.02M0.02%-71,85413F-HRTimelineGroup
Whipplewood Advisors, LLC52,967$1.88M0.97%-30113F-HRTimeline
SIGNATUREFD, LLC52,845$1.87M0.03%-1,46113F-HRTimeline
Kellett Wealth Advisors, LLC52,372$1.85M1.01%-1,85513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…51,507$1.82M<0.01%+37,61013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC51,371$1.82M0.08%-12,51713F-HRTimeline
Ballast Rock Private Wealth LLC50,337$1.78M0.99%+10,62213F-HRTimeline
Balance Wealth Partners LLC49,941$1.77M0.55%-9,43913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,010$1.66M<0.01%+4,69813F-HRTimelineGroup
Quantinno Capital Management LP43,860$1.55M<0.01%+28,12613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…43,267$1.53M0.02%-118,34313F-HRTimelineGroup
RED REEF ADVISORS LLC41,736$1.48M1.55%+1,38113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…40,124$1.42M0.06%-7,25113F-HRTimelineGroup
Valmark Advisers, Inc.39,709$1.41M0.02%+33,43413F-HRTimeline
Mutual Advisors, LLC36,394$1.29M0.03%-26,29113F-HRTimeline
SeaCrest Wealth Management, LLC36,069$1.28M0.14%-56013F-HRTimeline
Glen Eagle Advisors, LLC35,100$1.24M0.17%013F-HRTimeline
Davies Financial Advisors, Inc.34,447$1.22M11.17%-51,84813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,285$1.21M0.03%013F-HRTimelineGroup
Integrated Wealth Concepts LLC34,251$1.21M0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.33,460$1.18M0.81%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC32,788$1.16M0.02%+2,70313F-HRTimeline
Addison Capital Co32,388$1.15M0.2%new13F-HRTimeline
CGN Advisors LLC31,429$1.11M0.09%+4,95013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.31,204$1.1M0.72%new13F-HRTimeline
Core Wealth Advisors, Inc.31,185$1.1M0.26%+7,03813F-HRTimeline
Nest Investments, LLC30,915$1.09M0.89%+3,96113F-HRTimeline
Arax Advisory Partners30,241$1.07M0.03%+6,20213F-HRTimeline
Sequoia Financial Advisors, LLC29,150$1.03M0.01%-9,04713F-HRTimeline
Claro Advisors Inc.28,115$996K0.12%-8913F-HRTimeline
Ifrah Financial Services, Inc.27,450$972K0.26%+6,03713F-HRTimeline
Gateway Wealth Partners, LLC26,660$944K0.04%+13,60713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC26,579$941K0.53%-89313F-HRTimeline
Benson Wealth Management INC25,216$893K1.22%+22,44313F-HRTimeline
CFS Investment Advisory Services, LLC24,445$892K0.06%new13F-HRTimeline
Castleview Partners, LLC25,016$886K0.45%-63813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,787$878K<0.01%new13F-HRTimelineGroup
Well Done, LLC23,993$850K0.12%+11,31913F-HRTimeline
Sigma Planning Corp23,970$849K0.02%+5,28413F-HRTimeline
NewEdge Wealth, LLC23,714$840K0.01%new13F-HRTimeline
World Investment Advisors22,273$789K0.01%+113F-HRTimeline
Advisor Resource Council22,251$788K0.31%-47,30513F-HRTimeline
Clearstead Advisors, LLC22,130$784K0.01%-3,26813F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC21,926$776K0.42%+1413F-HRTimeline
Archford Capital Strategies, LLC21,829$773K0.09%-1,62713F-HRTimeline
Jacobi Capital Management LLC21,290$754K0.04%+1313F-HRTimeline
Cornerstone Wealth Management, LLC20,654$731K0.04%+20213F-HRTimeline
Occidental Asset Management, LLC19,430$688K0.08%+9,55513F-HRTimeline
HBW ADVISORY SERVICES LLC19,180$679K0.07%-15,20913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,700$662K<0.01%new13F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC18,113$641K0.17%+7,47313F-HRTimeline
IMG Wealth Management, Inc.17,545$621K0.4%-1,15413F-HRTimeline
Smartleaf Asset Management LLC17,406$607K0.02%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC16,618$588K0.28%-2413F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth15,700$556K0.01%013F-HRTimelineGroup
FORONJY FINANCIAL LLC14,758$523K0.22%+913F-HRTimeline
Western Wealth Management, LLC14,026$497K0.02%-58913F-HR/ATimeline
Freedom Investment Management, Inc.13,898$492K0.15%-64813F-HRTimeline
Golden State Wealth Management, LLC13,738$486K0.05%+1,46013F-HRTimeline
WCG Wealth Advisors LLC13,488$478K0.01%-2,01013F-HRTimeline
CoreCap Advisors, LLC13,081$463K0.02%+43813F-HRTimeline
WealthPlan Investment Management, LLC12,692$449K0.03%-21813F-HRTimeline
Aptus Capital Advisors, LLC12,542$444K<0.01%-16,46413F-HRTimeline
Diligent Investors, LLC12,475$442K0.11%-1513F-HRTimeline
VestGen Advisors, LLC11,622$438K0.01%-46413F-HRTimeline
Split Rock Private Trading & Wealth Man…12,147$430K0.33%new13F-HRTimeline
CRA Financial Services, LLC11,770$417K0.05%-76513F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC11,697$414K0.06%new13F-HRTimelineGroup
WEALTHGARDEN F.S. LLC11,505$407K0.28%+1,03713F-HRTimeline
Virtue Capital Management, LLC11,659$406K0.06%+2,00713F-HRTimeline
John W. Brooker & Co., CPAs11,329$401K0.63%-49113F-HRTimeline
Sovran Advisors, LLC10,742$396K0.03%-61013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC10,795$382K0.05%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10,589$375K0.2%-15,66013F-HRTimeline
Worth Asset Management, LLC10,547$373K0.14%-10013F-HRTimeline
Savvy Advisors, Inc.10,326$366K0.01%+43713F-HRTimeline
Financial Futures Ltd Liability Co.10,112$358K0.16%-4,52113F-HRTimeline
Cypress Wealth Services, LLC9,881$350K0.05%+94513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,540$338K0.01%+3,62913F-HRTimelineGroup
IBEX WEALTH ADVISORS9,492$336K0.03%new13F-HRTimeline
Old Port Advisors9,245$327K0.08%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC9,015$319K0.13%+613F-HRTimeline
Disciplined Investments, LLC8,832$313K0.11%013F-HRTimeline
SMITH, MOORE & CO.8,483$300K0.02%-5013F-HRTimeline
Leelyn Smith, LLC8,364$296K0.04%-42013F-HRTimeline
&PARTNERS8,102$287K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,662$282K<0.01%+10213F-HRTimelineGroup
SMI Advisory Services, LLC7,857$281K0.05%-5,34713F-HRTimeline
Sunbelt Securities, Inc.7,525$266K0.02%-95013F-HRTimeline
Merit Financial Group, LLC7,205$255K<0.01%+44113F-HRTimeline
CENTAURUS FINANCIAL, INC.6,766$240K0.01%-22513F-HRTimeline
Belpointe Asset Management LLC6,401$227K0.01%-3,18913F-HRTimeline
Strategic Financial Concepts, LLC6,290$223K0.05%new13F-HRTimeline
Orion Porfolio Solutions, LLC6,209$220K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.6,167$218K0.02%+50013F-HRTimeline
Tortuga Wealth Management, Inc6,076$215K0.2%-2,75413F-HRTimeline
Sound View Wealth Advisors Group, LLC5,978$212K0.01%013F-HRTimeline
PRIVATE TRUST CO NA5,759$212K0.02%+1,64013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,918$210K0.03%-1,48213F-HRTimeline
Elevation Wealth Management LLC5,795$205K0.19%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC5,680$201K0.16%+3,21013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,658$200K<0.01%+3,89013F-HRTimelineGroup
Financial Network Wealth Advisors LLC4,849$172K0.18%new13F-HRTimeline
Sound Income Strategies, LLC4,083$146K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,878$137K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.3,319$117K0.04%-28513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,000$106K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,937$104K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.2,700$95.6K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…2,445$86.6K0.01%013F-HRTimeline
IFP Advisors, Inc2,160$76.5K<0.01%+17013F-HRTimeline
Allworth Financial LP2,125$75.2K<0.01%013F-HRTimeline
Dunhill Financial, LLC2,076$73.5K0.02%+1,69413F-HRTimeline
BLAIR WILLIAM & CO/IL1,211$42.9K<0.01%new13F-HRTimeline
IFG Advisory, LLC900$31.9K0.09%new13F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC535$18.9K0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…400$14.2K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC374$13.2K<0.01%+19913F-HRTimelineGroup
Covestor Ltd194$7K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC128$4.53K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc128$4.53K<0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC73$2.58K<0.01%new13F-HRTimeline
Archer Investment Corp54$1.91K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48$1.68K<0.01%-22113F-HRTimelineGroup
Root Financial Partners, LLC26$921<0.01%new13F-HRTimeline