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

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$18.39

+0.09 (+0.49%)

(As of 04/19/2024 ET)

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Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 18
Total Institutional Inflows (last 12 months): $4.91M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $13.70M

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EPRF Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/15/2024	Websterrogers Financial Advisors LLC	77,146	$1.44M	0.6%	-8.2%	1.244%
2/14/2024	Royal Bank of Canada	307,660	$5.73M	0.0%	-13.0%	4.962%
2/9/2024	UBS Group AG	74,109	$1.38M	0.0%	-4.2%	1.195%
2/7/2024	Envestnet Portfolio Solutions Inc.	15,299	$285K	0.0%	+33.1%	0.247%
2/7/2024	Concourse Financial Group Securities Inc.	1,400	$26K	0.0%	N/A	0.023%
2/5/2024	White Pine Capital LLC	23,764	$443K	0.2%	-50.4%	0.383%
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2/2/2024	Atria Wealth Solutions Inc.	15,299	$286K	0.0%	+33.1%	0.247%
2/1/2024	CWM LLC	3,478	$65K	0.0%	-67.1%	0.056%
1/25/2024	Madrona Financial Services LLC	23,169	$432K	0.2%	+7.9%	0.374%
1/25/2024	International Assets Investment Management LLC	5,662	$105K	0.0%	N/A	0.091%
1/24/2024	International Assets Investment Management LLC	5,662	$105K	0.0%	N/A	0.091%
1/23/2024	Camelot Portfolios LLC	38,310	$714K	0.4%	+54.3%	0.618%
1/16/2024	Raymond James Financial Services Advisors Inc.	58,257	$1.09M	0.0%	-6.0%	0.940%
1/16/2024	Raymond James & Associates	14,415	$268K	0.0%	+15.7%	0.233%
11/16/2023	GTS Securities LLC	34,157	$602K	0.0%	N/A	0.551%
11/15/2023	Royal Bank of Canada	353,443	$6.23M	0.0%	+41.5%	5.701%
11/13/2023	Stifel Financial Corp	19,800	$349K	0.0%	-76.4%	0.319%
11/13/2023	LPL Financial LLC	194,892	$3.43M	0.0%	-14.5%	3.143%
11/13/2023	Envestnet Portfolio Solutions Inc.	11,491	$202K	0.0%	N/A	0.185%
11/9/2023	White Pine Capital LLC	47,912	$844K	0.3%	-31.3%	0.773%
11/9/2023	SPC Financial Inc.	40,018	$705K	0.1%	-26.0%	0.645%
11/9/2023	UBS Group AG	77,372	$1.36M	0.0%	+6.3%	1.248%
11/8/2023	Atria Wealth Solutions Inc.	11,491	$203K	0.0%	+8.7%	0.185%
10/24/2023	Raymond James Financial Services Advisors Inc.	61,980	$1.09M	0.0%	-6.2%	1.000%
10/24/2023	Solitude Financial Services	181,520	$3.20M	1.8%	+3.9%	2.928%
10/24/2023	Raymond James & Associates	12,460	$219K	0.0%	-14.2%	0.201%
10/23/2023	Commonwealth Equity Services LLC	17,882	$315K	0.0%	-35.5%	0.288%
10/20/2023	Camelot Portfolios LLC	24,835	$437K	0.4%	-44.8%	0.401%
10/11/2023	CWM LLC	10,569	$186K	0.0%	N/A	0.170%
8/15/2023	Wells Fargo & Company MN	124,171	$2.28M	0.0%	-4.4%	2.003%
8/15/2023	Royal Bank of Canada	249,870	$4.58M	0.0%	+7.6%	4.030%
8/15/2023	Stifel Financial Corp	83,789	$1.54M	0.0%	+6.9%	1.351%
8/10/2023	Commonwealth Equity Services LLC	27,704	$508K	0.0%	+4.8%	0.447%
8/10/2023	Cetera Investment Advisers	74,505	$1.37M	0.0%	-1.1%	1.202%
8/3/2023	Atria Wealth Solutions Inc.	10,572	$195K	0.0%	N/A	0.171%
8/3/2023	SPC Financial Inc.	54,048	$991K	0.1%	-1.6%	0.872%
7/31/2023	LPL Financial LLC	228,071	$4.18M	0.0%	-1.2%	3.679%
7/26/2023	Websterrogers Financial Advisors LLC	83,478	$1.53M	0.7%	+2.6%	1.346%
7/25/2023	Raymond James Financial Services Advisors Inc.	66,051	$1.21M	0.0%	-9.1%	1.065%
7/25/2023	Raymond James & Associates	14,519	$266K	0.0%	-70.5%	0.234%
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7/25/2023	Camelot Portfolios LLC	44,965	$825K	0.5%	-3.1%	0.725%
7/13/2023	Cambridge Investment Research Advisors Inc.	32,577	$597K	0.0%	-1.8%	0.525%
7/6/2023	Solitude Financial Services	174,695	$3.20M	1.8%	+8.8%	2.818%
5/16/2023	Jane Street Group LLC	15,429	$287K	0.0%	-96.2%	0.247%
5/15/2023	Cetera Investment Advisers	75,306	$1.40M	0.0%	-12.0%	1.205%
5/12/2023	Stifel Financial Corp	78,367	$1.46M	0.0%	-2.4%	1.254%
5/12/2023	UBS Group AG	72,346	$1.34M	0.0%	-9.0%	1.158%
5/11/2023	Cambridge Investment Research Advisors Inc.	33,177	$616K	0.0%	-1.8%	0.531%
5/11/2023	Envestnet Asset Management Inc.	80,561	$1.50M	0.0%	-3.5%	1.289%
5/10/2023	LPL Financial LLC	230,921	$4.29M	0.0%	+0.8%	3.695%
5/9/2023	SPC Financial Inc.	54,948	$1.02M	0.1%	+1.1%	0.879%
5/9/2023	Laffer Tengler Investments	37,750	$701K	0.2%	-9.1%	0.604%
5/9/2023	White Pine Capital LLC	96,768	$1.80M	0.7%	-4.9%	1.548%
5/8/2023	Delta Investment Management LLC	28,513	$529K	0.2%	+2.2%	0.456%
5/3/2023	Websterrogers Financial Advisors LLC	81,335	$1.51M	0.7%	-7.6%	1.301%
4/25/2023	Solitude Financial Services	160,537	$2.98M	1.9%	+5.0%	2.569%
4/20/2023	Camelot Portfolios LLC	46,425	$862K	0.6%	+5.8%	0.743%
4/18/2023	IFP Advisors Inc	10,985	$266K	0.0%	-41.5%	0.176%
4/14/2023	Raymond James Financial Services Advisors Inc.	72,637	$1.35M	0.0%	-3.0%	1.162%
3/6/2023	OLD Mission Capital LLC	2,134	$38K	0.0%	N/A	0.034%
2/15/2023	Jane Street Group LLC	410,443	$7.40M	0.0%	N/A	0.000%
2/14/2023	Susquehanna International Group LLP	51,706	$933K	0.0%	+55.8%	0.000%
2/14/2023	Cetera Investment Advisers	85,567	$1.54M	0.0%	+127.2%	0.000%
2/14/2023	Cetera Advisors LLC	12,146	$219K	0.0%	+16.3%	0.000%
2/13/2023	Wells Fargo & Company MN	126,599	$2.28M	0.0%	-3.6%	0.000%
2/10/2023	White Pine Capital LLC	101,768	$1.84M	0.7%	-16.8%	0.000%
2/10/2023	Advisor Group Holdings Inc.	138,213	$2.49M	0.0%	+14.2%	0.000%
2/10/2023	Laffer Tengler Investments	41,528	$749K	0.2%	+143.3%	0.000%
2/9/2023	Mercer Global Advisors Inc. ADV	10,451	$189K	0.0%	-49.3%	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	74,906	$1.35M	0.0%	-1.0%	0.000%
2/8/2023	L.M. Kohn & Company	17,673	$319K	0.1%	+14.0%	0.000%
2/8/2023	Raymond James & Associates	48,906	$882K	0.0%	-17.8%	0.000%
2/8/2023	UBS Group AG	79,480	$1.43M	0.0%	-10.2%	0.000%
2/8/2023	Belpointe Asset Management LLC	4,069	$73K	0.0%	-35.4%	0.000%
2/7/2023	Commonwealth Equity Services LLC	26,968	$486K	0.0%	-4.1%	0.000%
2/7/2023	LPL Financial LLC	229,087	$4.13M	0.0%	-2.3%	0.000%
2/7/2023	IFP Advisors Inc	18,765	$458K	0.0%	-9.0%	0.000%
2/7/2023	Envestnet Asset Management Inc.	83,454	$1.51M	0.0%	+12.0%	0.000%
2/6/2023	Websterrogers Financial Advisors LLC	87,988	$1.59M	0.8%	-6.5%	0.000%
2/1/2023	SPC Financial Inc.	54,365	$981K	0.1%	-3.7%	0.000%
1/25/2023	Camelot Portfolios LLC	43,874	$791K	0.6%	+96.3%	0.000%
1/20/2023	Delta Investment Management LLC	27,902	$503K	0.2%	-20.9%	0.000%
1/18/2023	Madrona Financial Services LLC	21,654	$391K	0.2%	+5.3%	0.000%
1/12/2023	Solitude Financial Services	152,945	$2.76M	1.9%	+6.4%	0.000%
11/15/2022	Mercer Global Advisors Inc. ADV	20,601	$385K	0.0%	N/A	0.000%
11/15/2022	Belpointe Asset Management LLC	6,303	$118K	0.0%	-8.8%	0.000%
11/14/2022	Royal Bank of Canada	251,727	$4.71M	0.0%	+80.6%	0.000%
11/10/2022	Envestnet Asset Management Inc.	74,497	$1.39M	0.0%	+15.8%	0.000%
11/10/2022	Laffer Tengler Investments	17,071	$319K	0.1%	+25.6%	0.000%
11/10/2022	UBS Group AG	88,485	$1.66M	0.0%	-6.9%	0.000%
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11/8/2022	White Pine Capital LLC	122,327	$2.29M	1.0%	+2.7%	0.000%
11/1/2022	Kestra Advisory Services LLC	100,047	$1.87M	0.0%	+1.9%	0.000%
10/31/2022	Camelot Portfolios LLC	22,356	$418K	0.4%	-29.9%	0.000%
10/27/2022	SPC Financial Inc.	56,465	$1.06M	0.1%	+5.0%	0.000%
10/26/2022	Websterrogers Financial Advisors LLC	94,102	$1.76M	0.9%	+9.7%	0.000%
10/25/2022	Raymond James & Associates	59,465	$1.11M	0.0%	-10.0%	0.000%
10/25/2022	Raymond James Financial Services Advisors Inc.	75,660	$1.42M	0.0%	-3.7%	0.000%
10/21/2022	Delta Investment Management LLC	35,296	$660K	0.3%	+6.2%	0.000%
10/20/2022	FinTrust Capital Advisors LLC	51,580	$943K	0.2%	+87.0%	0.000%
10/13/2022	Solitude Financial Services	143,721	$2.69M	2.0%	+33.7%	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, 45 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 ($5.73M), WT Wealth Management ($4.27M), Bivin & Associates Inc. ($3.97M), LPL Financial LLC ($3.43M), Solitude Financial Services ($3.20M), Advisor Group Holdings Inc. ($2.49M), and RPg Family Wealth Advisory LLC ($2.47M).Learn more on EPRF's institutional investors.
Which institutional investors have been buying Innovator S&P Investment Grade Preferred ETF stock?: Of the 39 institutional investors that purchased Innovator S&P Investment Grade Preferred ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jane Street Group LLC ($479.06K), Beacon Pointe Advisors LLC ($324.63K), Royal Bank of Canada ($268.06K), LPL Financial LLC ($247.27K), Solitude Financial Services ($82.72K), Wells Fargo & Company MN ($52.18K), and WT Wealth Management ($51.69K).
How much institutional buying is happening at Innovator S&P Investment Grade Preferred ETF?: Institutional investors have bought a total of 1,973,704 shares in the last 24 months. This purchase volume represents approximately $38.28M in transactions.

Which Innovator S&P Investment Grade Preferred ETF major shareholders have been selling company stock?: Of the 28 institutional investors that sold Innovator S&P Investment Grade Preferred ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($395.01K), Destiny Wealth Partners LLC ($347.80K), Beacon Pointe Advisors LLC ($242.58K), UBS Group AG ($92.64K), White Pine Capital LLC ($80.88K), Stifel Financial Corp ($65.92K), and Raymond James Financial Services Advisors Inc. ($61.73K).
How much institutional selling is happening at Innovator S&P Investment Grade Preferred ETF?: Institutional investors have sold a total of 1,805,766 shares in the last 24 months. This volume of shares sold represents approximately $35.47M in transactions.

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This page (BATS:EPRF) was last updated on 4/20/2024 by MarketBeat.com Staff

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

EPRF Institutional Buying and Selling by Quarter

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

EPRF Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for Innovator S&P Investment Grade Preferred ETF (BATS:EPRF)

EPRF Institutional Buying and Selling by Quarter

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

EPRF Institutional Ownership - Frequently Asked Questions