Who Owns EPRF?
Innovator S&P Inv. Grade Preferred ETF — Institutional Ownership & 13F Holdings
$17.12
-0.01 (-0.06%)
Market Cap
$70.6M
Shares Outstanding
4,107,219
Institutional Holders
33
Total Inst. Value
$21.6M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
9
Closed Positions
3
Increased
10
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | ROYAL BANK OF CANADA | $9.3M | 527,526 |
| 2 | WEBSTERROGERS FINANCIAL ADVISORS, LLCNew | $1.6M | 92,849 |
| 3 | UBS Group AG | $1.2M | 70,270 |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.2M | 69,882 |
| 5 | OSAIC HOLDINGS, INC. | $1.1M | 62,744 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | $950K | 53,771 |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $896K | 50,727 |
| 8 | Whipplewood Advisors, LLC | $633K | 97,059 |
| 9 | Chicago Partners Investment Group LLC | $522K | 29,746 |
| 10 | Madrona Financial Services, LLCNew | $491K | 27,798 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| ROYAL BANK OF CANADA | +120K | $9.3M |
| WEBSTERROGERS FINANCIAL ADVISORS, LLCNew | +93K | $1.6M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | +54K | $950K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +16K | $896K |
| Whipplewood Advisors, LLC | +62K | $633K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Jaffetilchin Investment Partners, LLC | -543K | $419K |
| Cetera Investment Advisers | -22K | $417K |
| UBS Group AG | -12K | $1.2M |
| SPC Financial, Inc. | -4K | $439K |
| Cambridge Investment Research Advisors, Inc. | -4K | $476K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold EPRF?
As of Q1 2025, 33 institutional investors report holding EPRF (Innovator S&P Inv. Grade Preferred ETF) in their 13F filings.
Which hedge fund owns the most EPRF?
The largest institutional holder of EPRF is ROYAL BANK OF CANADA with $9.3M in shares.
Are institutions buying or selling EPRF?
This quarter, 9 institutions opened new positions in EPRF and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.