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Innovator Equity Managed Floor ETF

139 hedge funds and large institutions have $644M invested in Innovator Equity Managed Floor ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+18
Holders Change %
+14.88%
% of All Funds
1.86%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
29
Increased
53
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$121M -$5.54M -165,047 -4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$61.8M +$13.6M +404,231 +28%
KWM
3
Kingsview Wealth Management
Oregon
$56.5M +$4.12M +122,735 +8%
CPIG
4
Chicago Partners Investment Group
Illinois
$53.3M -$3.01M -87,732 -5%
DIM
5
Delta Investment Management
California
$29.8M +$1.45M +43,113 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$14.6M -$5.11M -154,649 -26%
HighTower Advisors
7
HighTower Advisors
Illinois
$14.3M +$14.3M +424,802 New
WIA
8
Wetzel Investment Advisors
Indiana
$13.4M +$8.29M +246,764 +163%
EWM
9
Evolution Wealth Management
Florida
$13.2M +$13.2M +393,837 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.7M +$4.53M +135,057 +55%
SEP
11
Southland Equity Partners
Missouri
$11.7M -$15.3K -456 -0.1%
DFA
12
Davies Financial Advisors
California
$10.1M -$832K -24,782 -8%
CA
13
CoreCap Advisors
Michigan
$9.78M -$294K -8,749 -3%
NA
14
NewEdge Advisors
Louisiana
$9.36M +$4.52M +134,521 +93%
SPIA
15
Steward Partners Investment Advisory
New York
$8.89M -$73.3K -2,184 -0.8%
MML Investors Services
16
MML Investors Services
Massachusetts
$8.15M -$1.16M -34,413 -12%
SL
17
Sentinus LLC
Illinois
$8.06M -$344K -10,238 -4%
AWA
18
Authentikos Wealth Advisory
California
$7.22M -$99.5K -2,965 -1%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$6.51M +$638K +18,998 +11%
KAS
20
Kestra Advisory Services
Texas
$6.34M +$2.48M +73,781 +64%
FCFC
21
First Commonwealth Financial Corp
Pennsylvania
$5.69M +$772K +22,985 +16%
AWM
22
AE Wealth Management
Kansas
$5.67M +$244K +7,262 +4%
SI
23
Stephens Inc
Arkansas
$5.16M +$3.06M +91,088 +146%
PWMG
24
Pinnacle Wealth Management Group
Michigan
$5.14M +$138K +4,106 +3%
MAS
25
MPWM Advisory Solutions
Georgia
$5.09M +$202K +6,022 +4%