Public ownership evidence

Innovator Equity Managed Floor ETF (SFLR) Ownership Disclosures

Read SFLR 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 Equity 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
203,220
Value (USD)
$7,840,243
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 SFLR fundamentals

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

Read SFLR 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, LLC2026-06-302026-08-21203,220$7,840,243None
Kingsview Wealth Management, LLC2026-06-302026-08-202,404,900$92,781,024None
Archer Investment Corp2026-06-302026-08-2054$2,083None
Nest Investments, LLC2026-03-312026-08-1930,915$1,094,711None
Nest Investments, LLC2025-12-312026-08-1926,954$993,514None
Transamerica Financial Advisors, LLC2026-06-302026-08-185,239$202,239None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18384,276$14,847,810None
Equitable Holdings, Inc.2026-06-302026-08-1849,482$1,909,017None
Jefferies Financial Group Inc.2026-06-302026-08-185,274$203,471None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-186,569$253,000None
EFG International AG2026-06-302026-08-15301$11,613None
AMERIFLEX GROUP, INC.2026-06-302026-08-154,720$182,098None
Glen Eagle Advisors, LLC2026-06-302026-08-1536,385$1,403,751None
COFG Advisors, LLC2026-06-302026-08-15141,641$5,464,510None
Perennial Investment Advisors, LLC2026-06-302026-08-15208,597$8,047,683None
Ameritas Advisory Services, LLC2026-06-302026-08-1592,180$3,556,316None
WCG Wealth Advisors LLC2026-06-302026-08-1510,718$413,516None
Western Wealth Management, LLC2026-06-302026-08-1514,029$541,238None
Foundations Investment Advisors, LLC2026-06-302026-08-1589,999$3,472,179None
IFG Advisory, LLC2026-06-302026-08-15900$34,722None
OSAIC HOLDINGS, INC.2026-06-302026-08-1580,710$3,113,802None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,103$42,579None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,499$327,891None
OSAIC HOLDINGS, INC.2026-06-302026-08-15612,349$23,626,475None
JANE STREET GROUP, LLC2026-06-302026-08-1565,833$2,539,837None
Orion Porfolio Solutions, LLC2026-06-302026-08-155,903$227,738None
Nest Investments, LLC2026-06-302026-08-1531,647$1,220,931None
&PARTNERS2026-06-302026-08-158,104$312,651None
Thrivent Financial for Lutherans2026-06-302026-08-15185,103$7,141,000None
Pinnacle Family Advisors, LLC2026-06-302026-08-155,308$204,789None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15255,376$9,852,406None
IHT Wealth Management, LLC2026-06-302026-08-15149,575$5,770,578None
Coppell Advisory Solutions LLC2026-06-302026-08-15457$804,352None
World Investment Advisors2026-06-302026-08-1522,273$789,452None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15447,083$17,248,462None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1571,647$2,764,141None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1517,057$658,059None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15185,818$7,168,858None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15202,657$7,818,507None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,958,346$229,872,987None
MPWM ADVISORY SOLUTIONS, LLC2026-06-302026-08-1410,320$398,146None
Visionary Wealth Advisors2026-06-302026-08-14163,500$6,307,849None
Sanctuary Advisors, LLC2026-06-302026-08-147,124$274,850None
Quantinno Capital Management LP2026-06-302026-08-1445,348$1,749,526None
Delta Investment Management, LLC2026-06-302026-08-14554,025$21,374,291None
CreativeOne Wealth, LLC2026-06-302026-08-1471,064$2,741,655None
Rockefeller Capital Management L.P.2026-06-302026-08-14311,487$12,017,171None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14131,973$5,091,518None
UBS Group AG2026-06-302026-08-14200$7,716None
Mariner, LLC2026-06-302026-08-1418,325$706,998None

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

ATX Financial Planning, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗Nest Investments, LLC ↗Nest Investments, LLC ↗Transamerica Financial Advisors, LLC ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗Jefferies Financial Group Inc. ↗CENTAURUS FINANCIAL, 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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