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

Innovator S&P Investment Grade Preferred ETF logo
$17.65 -0.29 (-1.61%)
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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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

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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%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A major change is quietly going into effect this July — and Wall Street is already positioning for it. Big Banks have found a way to use a new asset as if it were cash. Not stocks. Not bonds. Not even the U.S. dollar. They now trust this asset more than the traditional financial system itself.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
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 Solitude Financial Services ($20.98K).

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 6/30/2025 by MarketBeat.com Staff
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