RFLR

Innovator US S Cap Mng F ETF

+$19.7M

Net Activity

Institutions Holding

35

Popularity Rank

#6870

Avg Weight

0.38%

Total Value

$40.7M

Ownership Trend

35 institutions currently hold RFLR, with 29 net buyers and 6 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

6

Net Buying Institutions

29

Key Holders

Key Holders

Top 5 by Value

EA
Envestnet Asset Management INC
$6.5M
VW
VanWeelden Wealth Management, LLC
$5.9M
LA
Liberty Atlantic Advisors LLC
$4.9M
IF
Independent Financial Group, LLC
$4.2M
WW
Winnow Wealth LLC
$3.4M

Top 5 by Conviction

VW
VanWeelden Wealth Management, LLC
4.68%
LA
Liberty Atlantic Advisors LLC
4.19%
WW
Winnow Wealth LLC
2.62%
NF
NewCorp Financial Services, Inc.
0.91%
WL
WorthPointe, LLC
0.14%
View all 35 holding institutions

Quarterly Activity

Recent Activity

+$39.0M

Total Buy Value

$2.6M

Total Sell Value

New buy11
Trim3
Add18
Sold out3

29

Net Buyers

6

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INNOVATOR US S CAP MNG F ETF (RFLR)?
Major stakeholders currently include Envestnet Asset Management INC ($6.5M), VanWeelden Wealth Management, LLC ($5.9M), Liberty Atlantic Advisors LLC ($4.9M). Based on the latest 13F filings, there are a total of 35 tracked investment funds and institutions maintaining positions in RFLR.
What is the overall institutional sentiment toward RFLR recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $19.7M, driven by 29 managers accumulating shares while 6 reduced their exposure.
Which institutions have been selling or reducing their RFLR positions?
In the latest period, 3 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $2.6M.
Are there any notable investors adding RFLR to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 18 existing holders added to their shares. The total reported buy value for the quarter amounted to $39.0M.

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