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 40 institutions that hold shares in the stock, with a total of 1.73 Million shares, which have been reported (via 13F filing form) to have a value of $31.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
12,739
shares
|
$229,047
0.14% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
12,324
shares
|
$221,585
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
11,032
shares
|
$198,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,338
shares
|
$131,937
0.0% of portfolio
|
Q2 2025
Added 510.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,589
shares
|
$118,470
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,712
shares
|
$66,741
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,200
shares
|
$21,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
661
shares
|
$11,884
0.0% of portfolio
|
Q2 2025
Added 26.39%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
573
shares
|
$10,302
0.0% of portfolio
|
Q3 2024
Added 57200.0%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$3,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
92
shares
|
$1,654
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
48
shares
|
$863
0.0% of portfolio
|
Q3 2024
Reduced 73.77%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
44
shares
|
$791
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|