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 2.18 Million shares, which have been reported (via 13F filing form) to have a value of $37.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
12,560
shares
|
$216,157
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
12,264
shares
|
$211,063
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
12,186
shares
|
$209,721
0.0% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
10,608
shares
|
$182,563
0.2% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,579
shares
|
$113,224
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,712
shares
|
$63,883
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,200
shares
|
$20,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
573
shares
|
$9,861
0.0% of portfolio
|
Q3 2024
Added 57200.0%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
520
shares
|
$8,949
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
92
shares
|
$1,583
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
48
shares
|
$826
0.0% of portfolio
|
Q3 2024
Reduced 73.77%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
44
shares
|
$757
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1
shares
|
$17
0.0% of portfolio
|
Q4 2024
Reduced 99.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|