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

Innovator S&P Investment Grade Preferred ETF logo
$16.57 -0.05 (-0.30%)
As of 09:30 AM 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)
11
Total
Institutional Inflows
(last 12 months)
$8.59M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$3.39M
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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
5/18/2026Royal Bank of Canada866,916$14.38M0.0%+61.5%17.167%
5/16/2026Glen Eagle Advisors LLC3,791$63K0.0%-37.8%0.075%
5/13/2026Cetera Investment Advisers12,654$210K0.0%-24.1%0.251%
4/30/2026 Whipplewood Advisors LLC40,641$674K0.3%+2.3%0.805%
2/17/2026Cetera Investment Advisers16,682$293K0.0%-11.7%0.330%
2/17/2026Osaic Holdings Inc.49,987$879K0.0%-3.4%0.990%
2/17/2026Royal Bank of Canada536,914$9.44M0.0%-22.1%10.632%
2/16/2026Glen Eagle Advisors LLC6,091$107K0.0%-12.7%0.121%
2/13/2026Stifel Financial Corp12,421$218K0.0%-12.0%0.246%
2/12/2026HRT Financial LP11,257$198K0.0%N/A0.223%
2/11/2026 LPL Financial LLC76,789$1.35M0.0%-7.5%1.521%
2/5/2026 AlphaCore Capital LLC23,395$413K0.0%N/A0.463%
1/29/2026 Camelot Portfolios LLC8,016$141K0.1%-33.6%0.159%
1/28/2026 FORM Wealth Advisors LLC13,339$235K0.0%N/A0.264%
1/8/2026 Wealth Enhancement Advisory Services LLC103,544$1.85M0.0%+11.6%2.050%
1/8/2026 Websterrogers Financial Advisors LLC104,601$1.84M0.5%+4.8%2.071%
11/17/2025 Camelot Portfolios LLC12,076$221K0.1%-5.2%0.239%
11/17/2025Susquehanna International Group LLP20,495$375K0.0%+4.1%0.406%
11/17/2025Citadel Advisors LLC24,404$446K0.0%N/A0.483%
11/14/2025Raymond James Financial Inc.63,568$1.16M0.0%-12.2%1.259%
11/13/2025UBS Group AG82,550$1.51M0.0%-5.0%1.635%
11/6/2025 Whipplewood Advisors LLC37,800$691K0.5%+5.2%0.749%
11/4/2025L.M. Kohn & Company15,831$289K0.3%-15.2%0.313%
10/29/2025 Wealth Enhancement Advisory Services LLC92,771$1.70M0.0%+72.5%1.837%
10/9/2025 Websterrogers Financial Advisors LLC99,828$1.83M0.5%+3.1%1.977%
8/14/2025Jane Street Group LLC37,998$670K0.0%N/A0.752%
8/14/2025Raymond James Financial Inc.72,435$1.28M0.0%+3.7%1.434%
8/12/2025Jaffetilchin Investment Partners LLC23,153$408K0.0%-2.5%0.458%
7/31/2025 Whipplewood Advisors LLC35,923$633K0.3%-63.0%0.711%
7/25/2025Atria Wealth Solutions Inc.13,198$234K0.0%+5.7%0.261%
7/25/2025 Envestnet Portfolio Solutions Inc.13,198$233K0.0%+5.7%0.261%
7/25/2025SPC Financial Inc.23,633$417K0.0%-4.9%0.468%
7/18/2025 Madrona Financial Services LLC30,071$530K0.1%+8.2%0.595%
7/17/2025 Camelot Portfolios LLC12,739$225K0.1%-7.7%0.252%
7/10/2025 Websterrogers Financial Advisors LLC96,819$1.71M0.5%+4.3%1.917%
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%
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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%
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%
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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%


EPRF Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 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 ($14.38M), Wealth Enhancement Advisory Services LLC ($1.85M), Websterrogers Financial Advisors LLC ($1.84M), UBS Group AG ($1.51M), LPL Financial LLC ($1.35M), Raymond James Financial Inc. ($1.16M), and Osaic Holdings Inc. ($879K).Learn more on Innovator S&P Investment Grade Preferred ETF's institutional investors.

Of the 20 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: Royal Bank of Canada ($449.51K), Raymond James Financial Inc. ($144.04K), Wealth Enhancement Advisory Services LLC ($103.54K), Whipplewood Advisors LLC ($99.84K), Jane Street Group LLC ($51.74K), Jaffetilchin Investment Partners LLC ($36.07K), and FORM Wealth Advisors LLC ($26.09K).

Institutional investors have bought a total of 504,093 shares in the last 24 months. This purchase volume represents approximately $8.59M in transactions.

Of the 11 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: Royal Bank of Canada ($152.01K), Raymond James Financial Inc. ($8.87K), Cetera Investment Advisers ($6.24K), LPL Financial LLC ($6.20K), Camelot Portfolios LLC ($4.72K), UBS Group AG ($4.36K), and Glen Eagle Advisors LLC ($3.19K).

Institutional investors have sold a total of 192,483 shares in the last 24 months. This volume of shares sold represents approximately $3.39M in transactions.


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Institutional ownership data for BATS:EPRF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/18/2026. New 13F filings are added each quarter as they're published.
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