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

Innovator S&P Investment Grade Preferred ETF logo
$18.49 +0.07 (+0.41%)
(As of 12/20/2024 ET)
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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)
$13.85M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.27M
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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
11/15/2024 Jane Street Group LLC33,476$658K0.0%+69.6%0.572%
11/15/2024 Stifel Financial Corp15,663$308K0.0%-17.2%0.268%
11/14/2024 L.M. Kohn & Company19,588$385K0.1%+6.3%0.335%
11/4/2024 Jaffetilchin Investment Partners LLC580,706$11.41M0.9%+6.6%9.927%
8/22/2024 Cetera Investment Advisers83,222$1.54M0.0%+1.4%1.423%
8/21/2024 SPC Financial Inc.31,518$582K0.1%-8.7%0.539%
7/31/2024Commonwealth Equity Services LLC14,591$269K0.0%-14.3%0.249%
7/30/2024 Jaffetilchin Investment Partners LLC544,634$10.05M0.9%+5.2%9.310%
7/20/2024Madrona Financial Services LLC27,770$512K0.2%+20.1%0.475%
7/16/2024 Envestnet Portfolio Solutions Inc.13,267$245K0.0%-4.2%0.227%
7/12/2024 Websterrogers Financial Advisors LLC86,206$1.59M0.6%+7.5%1.474%
5/24/2024Cetera Advisors LLC72,882$1.41M0.0%+465.6%1.246%
5/24/2024 Cetera Investment Advisers82,058$1.59M0.0%+25.2%1.403%
5/17/2024 Jaffetilchin Investment Partners LLC517,928$10.03M0.9%N/A8.853%
5/9/2024 Camelot Portfolios LLC16,613$322K0.3%-56.6%0.284%
5/6/2024 Envestnet Portfolio Solutions Inc.13,850$268K0.0%-9.5%0.237%
5/2/2024 FinTrust Capital Advisors LLC52,871$1.02M0.2%+2.5%0.896%
2/7/2024 Envestnet Portfolio Solutions Inc.15,299$285K0.0%+33.1%0.247%
2/7/2024 Concourse Financial Group Securities Inc.1,400$26K0.0%N/A0.023%
2/5/2024 White Pine Capital LLC23,764$443K0.2%-50.4%0.383%
2/2/2024 Atria Wealth Solutions Inc.15,299$286K0.0%+33.1%0.247%
2/1/2024 CWM LLC3,478$65K0.0%-67.1%0.056%
1/25/2024Madrona Financial Services LLC23,169$432K0.2%+7.9%0.374%
1/24/2024 International Assets Investment Management LLC5,662$105K0.0%N/A0.091%
1/23/2024 Camelot 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%
11/13/2023 LPL Financial LLC194,892$3.43M0.0%-14.5%3.143%
11/13/2023 Envestnet Portfolio Solutions Inc.11,491$202K0.0%N/A0.185%
11/9/2023 White Pine Capital LLC47,912$844K0.3%-31.3%0.773%
11/9/2023 SPC Financial Inc.40,018$705K0.1%-26.0%0.645%
11/8/2023 Atria 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%
10/24/2023 Solitude 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%
10/20/2023 Camelot Portfolios LLC24,835$437K0.4%-44.8%0.401%
10/11/2023 CWM LLC10,569$186K0.0%N/A0.170%
8/10/2023 Cetera Investment Advisers74,505$1.37M0.0%-1.1%1.202%
8/3/2023 Atria Wealth Solutions Inc.10,572$195K0.0%N/A0.171%
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8/3/2023 SPC Financial Inc.54,048$991K0.1%-1.6%0.872%
7/31/2023 LPL Financial LLC228,071$4.18M0.0%-1.2%3.679%
7/26/2023 Websterrogers 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%
7/25/2023 Camelot Portfolios LLC44,965$825K0.5%-3.1%0.725%
7/13/2023 Cambridge Investment Research Advisors Inc.32,577$597K0.0%-1.8%0.525%
7/6/2023 Solitude Financial Services174,695$3.20M1.8%+8.8%2.818%
5/10/2023 LPL Financial LLC230,921$4.29M0.0%+0.8%3.695%
5/9/2023 SPC Financial Inc.54,948$1.02M0.1%+1.1%0.879%
5/9/2023 Laffer Tengler Investments37,750$701K0.2%-9.1%0.604%
5/9/2023 White Pine Capital LLC96,768$1.80M0.7%-4.9%1.548%
5/8/2023 Delta Investment Management LLC28,513$529K0.2%+2.2%0.456%
5/3/2023 Websterrogers Financial Advisors LLC81,335$1.51M0.7%-7.6%1.301%
4/25/2023 Solitude Financial Services160,537$2.98M1.9%+5.0%2.569%
4/20/2023 Camelot 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%
3/6/2023 OLD Mission Capital LLC2,134$38K0.0%N/A0.034%
2/10/2023 Advisor Group Holdings Inc.138,213$2.49M0.0%+14.2%0.000%
2/10/2023 Laffer Tengler Investments41,528$749K0.2%+143.3%0.000%
2/9/2023 Mercer 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%
2/8/2023 L.M. Kohn & Company17,673$319K0.1%+14.0%0.000%
2/8/2023Raymond James & Associates48,906$882K0.0%-17.8%0.000%
2/8/2023 Belpointe Asset Management LLC4,069$73K0.0%-35.4%0.000%
2/7/2023Commonwealth Equity Services LLC26,968$486K0.0%-4.1%0.000%
2/7/2023 LPL Financial LLC229,087$4.13M0.0%-2.3%0.000%
2/7/2023IFP Advisors Inc18,765$458K0.0%-9.0%0.000%
2/7/2023 Envestnet Asset Management Inc.83,454$1.51M0.0%+12.0%0.000%
2/6/2023 Websterrogers Financial Advisors LLC87,988$1.59M0.8%-6.5%0.000%
2/1/2023 SPC Financial Inc.54,365$981K0.1%-3.7%0.000%
1/25/2023 Camelot Portfolios LLC43,874$791K0.6%+96.3%0.000%
1/20/2023 Delta Investment Management LLC27,902$503K0.2%-20.9%0.000%
1/18/2023Madrona Financial Services LLC21,654$391K0.2%+5.3%0.000%
1/12/2023 Solitude Financial Services152,945$2.76M1.9%+6.4%0.000%
11/15/2022 Belpointe Asset Management LLC6,303$118K0.0%-8.8%0.000%
11/10/2022 Laffer Tengler Investments17,071$319K0.1%+25.6%0.000%
11/8/2022 White Pine Capital LLC122,327$2.29M1.0%+2.7%0.000%
11/1/2022 Kestra Advisory Services LLC100,047$1.87M0.0%+1.9%0.000%
10/31/2022 Camelot Portfolios LLC22,356$418K0.4%-29.9%0.000%
10/27/2022 SPC Financial Inc.56,465$1.06M0.1%+5.0%0.000%
10/26/2022 Websterrogers Financial Advisors LLC94,102$1.76M0.9%+9.7%0.000%
10/25/2022Raymond James & Associates59,465$1.11M0.0%-10.0%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.75,660$1.42M0.0%-3.7%0.000%
10/21/2022 Delta Investment Management LLC35,296$660K0.3%+6.2%0.000%
10/20/2022 FinTrust Capital Advisors LLC51,580$943K0.2%+87.0%0.000%
10/13/2022 Solitude Financial Services143,721$2.69M2.0%+33.7%0.000%
8/16/2022 White Pine Capital LLC119,094$2.33M0.9%-5.9%0.000%
8/13/2022 Concourse Financial Group Securities Inc.6,249$123K0.0%-86.1%0.000%
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8/11/2022 Beacon Pointe Advisors LLC82,049$1.60M0.0%-74.7%0.000%
8/11/2022 Cetera Investment Advisers86,154$1.68M0.0%-2.3%0.000%
8/11/2022Bivin & Associates Inc.203,449$3.97M4.3%-10.1%0.000%
8/5/2022 L.M. Kohn & Company15,508$303K0.1%+17.9%0.000%
8/3/2022 Envestnet Asset Management Inc.64,320$1.26M0.0%-36.2%0.000%
8/3/2022 SPC Financial Inc.53,783$1.05M0.1%-11.5%0.000%
8/2/2022 Belpointe Asset Management LLC6,911$135K0.0%-15.0%0.000%
7/29/2022 Patriot Financial Group Insurance Agency LLC3,950$77K0.0%N/A0.000%
7/27/2022 J.W. Cole Advisors Inc.15,626$305K0.0%+17.2%0.000%
7/27/2022Madrona Financial Services LLC20,560$402K0.2%N/A0.000%
(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 Jaffetilchin Investment Partners LLC ($11.41M), LPL Financial LLC ($3.43M), Solitude Financial Services ($3.20M), Advisor Group Holdings Inc. ($2.49M), Websterrogers Financial Advisors LLC ($1.59M), Cetera Investment Advisers ($1.54M), and Envestnet Asset Management Inc. ($1.51M).Learn more on EPRF's institutional investors.

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

Of the 23 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: Jaffetilchin Investment Partners LLC ($580.71K), Cetera Advisors LLC ($60.00K), Solitude Financial Services ($37.80K), Camelot Portfolios LLC ($37.54K), Laffer Tengler Investments ($24.46K), Cetera Investment Advisers ($17.70K), and Advisor Group Holdings Inc. ($17.23K).

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

Institutional investors have bought a total of 873,706 shares in the last 24 months. This purchase volume represents approximately $16.67M in transactions.

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

Of the 18 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: White Pine Capital LLC ($51K), Raymond James & Associates ($47.31K), Camelot Portfolios LLC ($43.29K), LPL Financial LLC ($41.35K), SPC Financial Inc. ($20.03K), Raymond James Financial Services Advisors Inc. ($17.40K), and Commonwealth Equity Services LLC ($13.39K).

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

Institutional investors have sold a total of 293,493 shares in the last 24 months. This volume of shares sold represents approximately $5.34M in transactions.


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This page (BATS:EPRF) was last updated on 12/22/2024 by MarketBeat.com Staff
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