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

Innovator S&P Investment Grade Preferred ETF logo
$16.64 +0.08 (+0.48%)
As of 09:40 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)
12
Total
Institutional Outflows
(last 12 months)
$4.47M
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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%
4/30/2026Whipplewood 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%
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2/11/2026LPL Financial LLC76,789$1.35M0.0%-7.5%1.521%
2/5/2026AlphaCore 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%
11/6/2025Whipplewood 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%
7/31/2025Whipplewood 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%
Do this before December or regret it (Ad)

Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind. The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out. Watch Porter Stansberry's full briefing and get his three steps to prepare before December.tc pixel

Watch Porter Stansberry's full briefing and get his three steps to prepare before December.
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), Jaffetilchin Investment Partners LLC ($62.78K), Jane Street Group LLC ($51.74K), 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 12 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), Whipplewood Advisors LLC ($61.14K), Raymond James Financial Inc. ($8.87K), Cetera Investment Advisers ($6.24K), LPL Financial LLC ($6.20K), Camelot Portfolios LLC ($4.72K), and UBS Group AG ($4.36K).

Institutional investors have sold a total of 253,619 shares in the last 24 months. This volume of shares sold represents approximately $4.47M in transactions.


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This page (BATS:EPRF) was last updated on 7/28/2026 by MarketBeat.com Staff.
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