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 1.71 Million shares, which have been reported (via 13F filing form) to have a value of $29.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,490
shares
|
$217,575
0.0% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
12,303
shares
|
$214,318
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
12,264
shares
|
$213,638
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
11,032
shares
|
$192,177
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6,584
shares
|
$114,693
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,712
shares
|
$64,663
0.0% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,201
shares
|
$20,921
0.0% of portfolio
|
Q1 2025
Added 120000.0%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,200
shares
|
$20,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
573
shares
|
$9,981
0.0% of portfolio
|
Q3 2024
Added 57200.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
523
shares
|
$9,110
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
92
shares
|
$1,602
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
48
shares
|
$836
0.0% of portfolio
|
Q3 2024
Reduced 73.77%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
44
shares
|
$766
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|