Institutional Ownership Innovator Etfs Tr S&P Invt Gra (EPRF)
This table provides information about the institutional ownership of Innovator Etfs Tr S&P Invt Gra (EPRF). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 1.65 Million shares, which have been reported (via 13F filing form) to have a value of $29.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
527,526
shares
|
$9.48 Million
0.0% of portfolio
|
Q1 2025
Added 29.29%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
203,449
shares
|
$3.66 Million
4.27% of portfolio
|
Q2 2022
Reduced 10.07%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
96,819
shares
|
$1.74 Million
0.55% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
70,270
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
69,882
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
62,683
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
59,346
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
53,771
shares
|
$966,802
0.0% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
52,871
shares
|
$950,620
0.18% of portfolio
|
Q1 2024
Added 2.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,168
shares
|
$920,000
0.0% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
50,727
shares
|
$912,071
0.0% of portfolio
|
Q1 2025
Added 47.82%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
35,923
shares
|
$645,895
0.35% of portfolio
|
Q2 2025
Reduced 62.99%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
30,071
shares
|
$540,676
0.14% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
30,052
shares
|
$540,334
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
26,890
shares
|
$483,482
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
23,633
shares
|
$424,921
0.04% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
23,349
shares
|
$419,815
0.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
23,153
shares
|
$416,290
0.03% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
18,676
shares
|
$335,794
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,734
shares
|
$318,857
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
14,003
shares
|
$251,773
0.0% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
13,690
shares
|
$246,146
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,198
shares
|
$237,300
0.01% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
13,198
shares
|
$237,300
0.0% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
12,952
shares
|
$232,876
0.03% of portfolio
|
Q2 2025
Added 1.55%
|