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RFLR

Innovator U.S. Small Cap Managed Floor ETF
RFLR

35 hedge funds and large institutions have $40.7M invested in Innovator U.S. Small Cap Managed Floor ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 3

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

93% more capital invested

Capital invested by funds: $21.1M → $40.7M (+$19.7M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

30% more funds holding

Funds holding: 27 → 35 (+8)

14.42% more ownership

Funds ownership: 50.81% → 65.23% (+14%)

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
0.43%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
11
Increased
18
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VWM
VanWeelden Wealth Management
Ohio
+$5.92M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.61M
3
IFG
Independent Financial Group
California
+$3.32M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.48M
5
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.14M

Top Sellers

1
HI
Harbour Investments
Wisconsin
-$1.41M
2
WFAG
Worth Financial Advisory Group
North Carolina
-$445K
3
PWM
Perigon Wealth Management
California
-$213K
4
CA
Claro Advisors
Massachusetts
-$12.6K
5
CPIG
Chicago Partners Investment Group
Illinois
-$9.59K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.46M +$5.61M +191,238 +616%
VWM
2
VanWeelden Wealth Management
Ohio
$5.86M +$5.92M +201,948 New
LAA
3
Liberty Atlantic Advisors
Texas
$4.9M +$608K +20,739 +14%
IFG
4
Independent Financial Group
California
$4.2M +$3.32M +113,015 +356%
WW
5
Winnow Wealth
Texas
$3.4M +$58.2K +1,985 +2%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$1.99M +$1.14M +38,954 +131%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.57M +$493K +16,796 +45%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.47M +$1.48M +50,605 New
CW
9
CreativeOne Wealth
Kansas
$1.21M – – –
AAP
10
Arax Advisory Partners
Colorado
$1.09M +$198K +6,759 +22%
NFS
11
NewCorp Financial Services
Georgia
$1.05M +$11.8K +402 +1%
SL
12
Sentinus LLC
Illinois
$1.02M +$28.7K +980 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$789K +$30.9K +1,055 +4%
Jane Street
14
Jane Street
New York
$694K +$701K +23,904 New
SAW
15
Signal Advisors Wealth
Michigan
$612K +$74.5K +2,539 +14%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$567K +$115K +3,933 +25%
W
17
WorthPointe
California
$513K +$519K +17,676 New
KWM
18
Kingsview Wealth Management
Oregon
$458K +$65.4K +2,230 +16%
CIAS
19
Capital Investment Advisory Services
North Carolina
$420K +$150K +5,130 +55%
EWM
20
Elmwood Wealth Management
California
$395K +$399K +13,600 New
S
21
SignatureFD
Georgia
$365K +$9.39K +320 +3%
CA
22
COFG Advisors
Illinois
$364K +$29.6K +1,010 +9%
CPIG
23
Chicago Partners Investment Group
Illinois
$242K -$9.59K -327 -4%
BCM
24
Brookstone Capital Management
Illinois
$220K +$222K +7,579 New
Goldman Sachs
25
Goldman Sachs
New York
$212K +$214K +7,303 New
1
2

RFLR Hedge Fund Activity: Q1 2026 in Review

35 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Managed Floor ETF (RFLR) for Q1 2026, worth a combined $40.7M — up 93% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new RFLR positions and 3 closed out — a net gain of 8 holders — while 18 added to existing stakes and 3 trimmed.

The largest buyer was VanWeelden Wealth Management, opening a new position worth an estimated $5.92M. The largest seller was Harbour Investments, cutting an estimated $1.41M.

  • 35 institutional investors held Innovator U.S. Small Cap Managed Floor ETF (RFLR) as of Q1 2026, up from 27 in Q4 2025.
  • Funds reported $40.7M of Innovator U.S. Small Cap Managed Floor ETF stock for Q1 2026, up 93% quarter-over-quarter.
  • 11 funds opened new Innovator U.S. Small Cap Managed Floor ETF positions in Q1 2026 and 3 closed out, a net change of +8 holders.
  • The largest Innovator U.S. Small Cap Managed Floor ETF buyer in Q1 2026 was VanWeelden Wealth Management, an estimated $5.92M added.
  • The largest Innovator U.S. Small Cap Managed Floor ETF seller in Q1 2026 was Harbour Investments, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2026.