RFLR

Innovator U.S. Small Cap Managed Floor ETF

27 hedge funds and large institutions have $21.1M invested in Innovator U.S. Small Cap Managed Floor ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAA
1
Liberty Atlantic Advisors
Texas
$4.22M
WW
2
Winnow Wealth
Texas
$3.33M
HI
3
Harbour Investments
Wisconsin
$1.44M
CW
4
CreativeOne Wealth
Kansas
$1.19M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.06M
NFS
6
NewCorp Financial Services
Georgia
$1.02M
SL
7
Sentinus LLC
Illinois
$971K
IFG
8
Independent Financial Group
California
$904K
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$884K
AAP
10
Arax Advisory Partners
Colorado
$879K
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$846K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$743K
SAW
13
Signal Advisors Wealth
Michigan
$528K
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$450K
WFAG
15
Worth Financial Advisory Group
North Carolina
$445K
KWM
16
Kingsview Wealth Management
Oregon
$385K
S
17
SignatureFD
Georgia
$349K
CA
18
COFG Advisors
Illinois
$328K
CIAS
19
Capital Investment Advisory Services
North Carolina
$266K
CPIG
20
Chicago Partners Investment Group
Illinois
$248K
CA
21
Claro Advisors
Massachusetts
$216K
PWM
22
Perigon Wealth Management
California
$213K
TCM
23
Triumph Capital Management
Colorado
$73.7K
CA
24
CoreCap Advisors
Michigan
$45.1K
AWM
25
AE Wealth Management
Kansas
$10.8K