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Innovator S&P Investment Grade Preferred ETF (EPRF) Institutional Ownership

Innovator S&P Investment Grade Preferred ETF logo
$18.06 +0.12 (+0.67%)
As of 12:43 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator S&P Investment Grade Preferred ETF (BATS:EPRF)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$9.94M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$11.05M
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EPRF Institutional Buying and Selling by Quarter

Innovator S&P Investment Grade Preferred ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025Royal Bank of Canada527,526$9.32M0.0%+29.3%10.657%
5/9/2025Chicago Partners Investment Group LLC29,746$522K0.0%+2.0%0.601%
5/8/2025SPC Financial Inc.24,858$439K0.0%-14.9%0.502%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,032$195K0.0%N/A0.223%
5/6/2025Cetera Investment Advisers23,619$417K0.0%-48.6%0.477%
4/24/2025Jaffetilchin Investment Partners LLC23,741$419K0.0%-95.8%0.480%
4/23/2025Madrona Financial Services LLC27,798$491K0.1%+4.5%0.562%
4/23/2025FORM Wealth Advisors LLC12,754$225K0.0%N/A0.258%
4/22/2025Cambridge Investment Research Advisors Inc.26,922$476K0.0%-11.9%0.544%
4/17/2025Robertson Stephens Wealth Management LLC12,264$218K0.0%N/A0.248%
4/16/2025Wealth Enhancement Advisory Services LLC53,771$950K0.0%+1.7%1.086%
4/10/2025Whipplewood Advisors LLC97,059$1.72M0.5%+178.8%1.961%
4/9/2025Websterrogers Financial Advisors LLC92,849$1.64M0.6%+4.2%1.876%
3/17/2025Wealth Enhancement Advisory Services LLC52,871$961K0.0%N/A1.068%
2/17/2025Cetera Investment Advisers45,980$836K0.0%-23.6%0.786%
2/14/2025Stifel Financial Corp13,803$251K0.0%-11.9%0.236%
2/13/2025Jaffetilchin Investment Partners LLC566,388$10.29M0.7%-2.5%9.682%
2/13/2025Raymond James Financial Inc.70,741$1.29M0.0%N/A1.209%
2/10/2025Commonwealth Equity Services LLC12,186$221K0.0%-11.7%0.208%
2/6/2025Raymond James Financial Inc.70,741$1.29M0.0%N/A1.209%
2/6/2025SPC Financial Inc.29,208$531K0.0%-8.0%0.499%
2/5/2025Whipplewood Advisors LLC34,812$633K0.4%N/A0.595%
1/30/2025L.M. Kohn & Company18,238$331K0.1%-6.9%0.312%
1/30/2025White Pine Capital LLC13,874$252K0.1%-22.7%0.237%
1/24/2025Chicago Partners Investment Group LLC29,160$533K0.0%+8.3%0.498%
1/17/2025Madrona Financial Services LLC26,597$483K0.1%-4.2%0.455%
1/14/2025Websterrogers Financial Advisors LLC89,106$1.62M0.6%+2.5%1.523%
11/15/2024Jane Street Group LLC33,476$658K0.0%+69.6%0.572%
11/15/2024Stifel Financial Corp15,663$308K0.0%-17.2%0.268%
11/14/2024L.M. Kohn & Company19,588$385K0.1%+6.3%0.335%
11/4/2024Jaffetilchin Investment Partners LLC580,706$11.41M0.9%+6.6%9.927%
8/22/2024Cetera Investment Advisers83,222$1.54M0.0%+1.4%1.423%
8/21/2024SPC Financial Inc.31,518$582K0.1%-8.7%0.539%
7/31/2024Commonwealth Equity Services LLC14,591$269K0.0%-14.3%0.249%
7/30/2024Jaffetilchin Investment Partners LLC544,634$10.05M0.9%+5.2%9.310%
7/20/2024Madrona Financial Services LLC27,770$512K0.2%+20.1%0.475%
7/16/2024Envestnet Portfolio Solutions Inc.13,267$245K0.0%-4.2%0.227%
7/12/2024Websterrogers Financial Advisors LLC86,206$1.59M0.6%+7.5%1.474%
5/24/2024Cetera Advisors LLC72,882$1.41M0.0%+465.6%1.246%
5/24/2024Cetera Investment Advisers82,058$1.59M0.0%+25.2%1.403%
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5/17/2024Jaffetilchin Investment Partners LLC517,928$10.03M0.9%N/A8.853%
5/9/2024Camelot Portfolios LLC16,613$322K0.3%-56.6%0.284%
5/6/2024Envestnet Portfolio Solutions Inc.13,850$268K0.0%-9.5%0.237%
5/2/2024FinTrust Capital Advisors LLC52,871$1.02M0.2%+2.5%0.896%
2/7/2024Envestnet Portfolio Solutions Inc.15,299$285K0.0%+33.1%0.247%
2/7/2024Concourse Financial Group Securities Inc.1,400$26K0.0%N/A0.023%
2/5/2024White Pine Capital LLC23,764$443K0.2%-50.4%0.383%
2/2/2024Atria Wealth Solutions Inc.15,299$286K0.0%+33.1%0.247%
2/1/2024CWM LLC3,478$65K0.0%-67.1%0.056%
1/25/2024Madrona Financial Services LLC23,169$432K0.2%+7.9%0.374%
1/24/2024International Assets Investment Management LLC5,662$105K0.0%N/A0.091%
1/23/2024Camelot Portfolios LLC38,310$714K0.4%+54.3%0.618%
1/16/2024Raymond James Financial Services Advisors Inc.58,257$1.09M0.0%-6.0%0.940%
1/16/2024Raymond James & Associates14,415$268K0.0%+15.7%0.233%
11/13/2023LPL Financial LLC194,892$3.43M0.0%-14.5%3.143%
11/13/2023Envestnet Portfolio Solutions Inc.11,491$202K0.0%N/A0.185%
11/9/2023White Pine Capital LLC47,912$844K0.3%-31.3%0.773%
11/9/2023SPC Financial Inc.40,018$705K0.1%-26.0%0.645%
11/8/2023Atria Wealth Solutions Inc.11,491$203K0.0%+8.7%0.185%
10/24/2023Raymond James Financial Services Advisors Inc.61,980$1.09M0.0%-6.2%1.000%
10/24/2023Solitude Financial Services181,520$3.20M1.8%+3.9%2.928%
10/24/2023Raymond James & Associates12,460$219K0.0%-14.2%0.201%
10/23/2023Commonwealth Equity Services LLC17,882$315K0.0%-35.5%0.288%
10/20/2023Camelot Portfolios LLC24,835$437K0.4%-44.8%0.401%
10/11/2023CWM LLC10,569$186K0.0%N/A0.170%
8/10/2023Cetera Investment Advisers74,505$1.37M0.0%-1.1%1.202%
8/3/2023Atria Wealth Solutions Inc.10,572$195K0.0%N/A0.171%
8/3/2023SPC Financial Inc.54,048$991K0.1%-1.6%0.872%
7/31/2023LPL Financial LLC228,071$4.18M0.0%-1.2%3.679%
7/26/2023Websterrogers Financial Advisors LLC83,478$1.53M0.7%+2.6%1.346%
7/25/2023Raymond James Financial Services Advisors Inc.66,051$1.21M0.0%-9.1%1.065%
7/25/2023Raymond James & Associates14,519$266K0.0%-70.5%0.234%
7/25/2023Camelot Portfolios LLC44,965$825K0.5%-3.1%0.725%
7/13/2023Cambridge Investment Research Advisors Inc.32,577$597K0.0%-1.8%0.525%
7/6/2023Solitude Financial Services174,695$3.20M1.8%+8.8%2.818%
5/10/2023LPL Financial LLC230,921$4.29M0.0%+0.8%3.695%
5/9/2023SPC Financial Inc.54,948$1.02M0.1%+1.1%0.879%
5/9/2023Laffer Tengler Investments37,750$701K0.2%-9.1%0.604%
5/9/2023White Pine Capital LLC96,768$1.80M0.7%-4.9%1.548%
5/8/2023Delta Investment Management LLC28,513$529K0.2%+2.2%0.456%
5/3/2023Websterrogers Financial Advisors LLC81,335$1.51M0.7%-7.6%1.301%
4/25/2023Solitude Financial Services160,537$2.98M1.9%+5.0%2.569%
4/20/2023Camelot Portfolios LLC46,425$862K0.6%+5.8%0.743%
4/18/2023IFP Advisors Inc10,985$266K0.0%-41.5%0.176%
4/14/2023Raymond James Financial Services Advisors Inc.72,637$1.35M0.0%-3.0%1.162%
3/6/2023OLD Mission Capital LLC2,134$38K0.0%N/A0.034%
2/10/2023Advisor Group Holdings Inc.138,213$2.49M0.0%+14.2%0.000%
2/10/2023Laffer Tengler Investments41,528$749K0.2%+143.3%0.000%
2/9/2023Mercer Global Advisors Inc. ADV10,451$189K0.0%-49.3%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.74,906$1.35M0.0%-1.0%0.000%
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2/8/2023L.M. Kohn & Company17,673$319K0.1%+14.0%0.000%
2/8/2023Raymond James & Associates48,906$882K0.0%-17.8%0.000%
2/8/2023Belpointe Asset Management LLC4,069$73K0.0%-35.4%0.000%
2/7/2023Commonwealth Equity Services LLC26,968$486K0.0%-4.1%0.000%
2/7/2023LPL Financial LLC229,087$4.13M0.0%-2.3%0.000%
2/7/2023IFP Advisors Inc18,765$458K0.0%-9.0%0.000%
2/7/2023Envestnet Asset Management Inc.83,454$1.51M0.0%+12.0%0.000%
2/6/2023Websterrogers Financial Advisors LLC87,988$1.59M0.8%-6.5%0.000%
2/1/2023SPC Financial Inc.54,365$981K0.1%-3.7%0.000%
1/25/2023Camelot Portfolios LLC43,874$791K0.6%+96.3%0.000%
(Data available from 1/1/2016 forward)

EPRF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPRF shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Innovator S&P Investment Grade Preferred ETF. The most heavily invested institutionals were Royal Bank of Canada ($9.32M), LPL Financial LLC ($3.43M), Solitude Financial Services ($3.20M), Whipplewood Advisors LLC ($1.72M), Websterrogers Financial Advisors LLC ($1.64M), Cetera Advisors LLC ($1.41M), and Raymond James Financial Inc. ($1.29M).Learn more on Innovator S&P Investment Grade Preferred ETF's institutional investors.

Which institutional investors have been buying Innovator S&P Investment Grade Preferred ETF's stock?

Of the 24 institutional investors that purchased Innovator S&P Investment Grade Preferred ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jaffetilchin Investment Partners LLC ($580.71K), Raymond James Financial Inc. ($141.48K), Royal Bank of Canada ($119.50K), Whipplewood Advisors LLC ($97.06K), Cetera Advisors LLC ($60.00K), Wealth Enhancement Advisory Services LLC ($53.77K), and Cetera Investment Advisers ($17.70K).

How much institutional buying is happening at Innovator S&P Investment Grade Preferred ETF?

Institutional investors have bought a total of 547,351 shares in the last 24 months. This purchase volume represents approximately $9.94M in transactions.

Which of Innovator S&P Investment Grade Preferred ETF's major shareholders have been selling company stock?

Of the 10 institutional investors that sold Innovator S&P Investment Grade Preferred ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jaffetilchin Investment Partners LLC ($556.97K), Cetera Investment Advisers ($36.58K), SPC Financial Inc. ($9.88K), Stifel Financial Corp ($5.11K), White Pine Capital LLC ($4.08K), Commonwealth Equity Services LLC ($4.04K), and Cambridge Investment Research Advisors Inc. ($3.64K).

How much institutional selling is happening at Innovator S&P Investment Grade Preferred ETF?

Institutional investors have sold a total of 623,392 shares in the last 24 months. This volume of shares sold represents approximately $11.05M in transactions.


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This page (BATS:EPRF) was last updated on 7/10/2025 by MarketBeat.com Staff
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