Innovator U.S. Small Cap Managed Floor ETF (RFLR)

ETF ยท NYSE Arca

Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 16, 2024.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
September 16, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 35 institutions reported holding RFLR, with 1.8 million shares worth $57.6 million in aggregate. The largest reported holder was Envestnet Asset Management, with 307,863 shares worth $10.1 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Envestnet Asset Management307,863$10MAdded 38.49%
Vanweelden Wealth Management292,942$10MAdded 45.06%
Independent Financial Group178,859$6MAdded 23.55%
Liberty Atlantic Advisors175,150$6MAdded 3.82%
Rockefeller Capital Management123,486$4MAdded 79.82%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is RFLR?

Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund listed on NYSE Arca, where it has traded since September 16, 2024.

Who are the largest institutional holders of RFLR?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of RFLR were Envestnet Asset Management, Vanweelden Wealth Management and Independent Financial Group.

How many institutions own RFLR?

35 institutions reported a position in RFLR for the quarter ended June 30, 2026, worth $57.6 million in total.

Did institutions buy or sell RFLR last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for RFLR.

Every reported institutional holder, plus insider and congressional trades in RFLR, on SentiSense.