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 41 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $31.3 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
|
$233,395
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
12,739
shares
|
$229,556
0.14% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,645
shares
|
$209,842
0.0% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
11,032
shares
|
$198,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,338
shares
|
$132,230
0.0% of portfolio
|
Q2 2025
Added 510.99%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
6,589
shares
|
$118,733
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,712
shares
|
$66,890
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,200
shares
|
$21,624
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
661
shares
|
$11,911
0.0% of portfolio
|
Q2 2025
Added 26.39%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
443
shares
|
$7,982
0.0% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
200
shares
|
$3,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
133
shares
|
$2,396
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
92
shares
|
$1,657
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
45
shares
|
$810
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
44
shares
|
$792
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
|