Public ownership evidence

Innovator Nasdaq-100 Managed Floor ETF (QFLR) Ownership Disclosures

Read QFLR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Innovator Nasdaq-100 Managed Floor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
ATX Financial Planning, LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
306,223
Value (USD)
$11,171,005
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002111013-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read QFLR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read QFLR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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ATX Financial Planning, LLC2026-06-302026-08-21306,223$11,171,005None
Kingsview Wealth Management, LLC2026-06-302026-08-2014,708$536,548None
Equitable Holdings, Inc.2026-06-302026-08-1849,072$1,790,147None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,415$125,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-15500$18,240None
COFG Advisors, LLC2026-06-302026-08-15779,910$28,451,117None
Navis Wealth Advisors, LLC2026-06-302026-08-1517,691$645,382None
Perennial Investment Advisors, LLC2026-06-302026-08-1543,000$1,568,667None
Foundations Investment Advisors, LLC2026-06-302026-08-1513,153$479,824None
OSAIC HOLDINGS, INC.2026-06-302026-08-1526,314$959,935None
OSAIC HOLDINGS, INC.2026-06-302026-08-1532,475$1,184,688None
OSAIC HOLDINGS, INC.2026-06-302026-08-15326,372$11,906,158None
JANE STREET GROUP, LLC2026-06-302026-08-1545,010$1,641,965None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1530,544$1,114,245None
IHT Wealth Management, LLC2026-06-302026-08-1567,148$2,449,560None
World Investment Advisors2026-06-302026-08-158,903$302,625None
Quantinno Capital Management LP2026-06-302026-08-1417,989$656,239None
Delta Investment Management, LLC2026-06-302026-08-14105,096$3,833,902None
Rockefeller Capital Management L.P.2026-06-302026-08-1462,586$2,283,137None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1414,396$525,166None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14267$9,740None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-1468,580$2,436,305None
HFG Wealth Management, LLC2026-06-302026-08-14177,791$6,485,816None
Snowden Capital Advisors LLC2026-06-302026-08-14207,157$7,557,105None
Trek Financial, LLC2026-06-302026-08-1440,766$1,487,157None
Regatta Research & Money Management2026-06-302026-08-137,717$281,511None
Regatta Research & Money Management2026-06-302026-08-132,247$81,971None
Regatta Research & Money Management2026-06-302026-08-131,761$64,242None
Regatta Research & Money Management2026-06-302026-08-131,500$54,720None
Regatta Research & Money Management2026-06-302026-08-131,047$38,165None
Regatta Research & Money Management2026-06-302026-08-13956$34,875None
Regatta Research & Money Management2026-06-302026-08-13856$31,227None
Regatta Research & Money Management2026-06-302026-08-13838$30,571None
Regatta Research & Money Management2026-06-302026-08-13815$29,732None
Regatta Research & Money Management2026-06-302026-08-13750$27,360None
Regatta Research & Money Management2026-06-302026-08-13700$25,536None
Regatta Research & Money Management2026-06-302026-08-13670$24,442None
Regatta Research & Money Management2026-06-302026-08-13605$22,038None
Regatta Research & Money Management2026-06-302026-08-13515$18,788None
Regatta Research & Money Management2026-06-302026-08-13503$18,350None
Regatta Research & Money Management2026-06-302026-08-13500$18,240None
Regatta Research & Money Management2026-06-302026-08-13450$16,416None
Regatta Research & Money Management2026-06-302026-08-13442$16,125None
Regatta Research & Money Management2026-06-302026-08-13400$14,592None
Regatta Research & Money Management2026-06-302026-08-13400$14,592None
Regatta Research & Money Management2026-06-302026-08-13375$13,680None
Regatta Research & Money Management2026-06-302026-08-13375$13,680None
Regatta Research & Money Management2026-06-302026-08-13359$13,097None
Regatta Research & Money Management2026-06-302026-08-13355$12,951None
Regatta Research & Money Management2026-06-302026-08-13305$11,127None

90-day public filing window, up to 50 source positions.

ATX Financial Planning, LLC ↗Kingsview Wealth Management, LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗AMERIFLEX GROUP, INC. ↗COFG Advisors, LLC ↗Navis Wealth Advisors, LLC ↗Perennial Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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