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 43 institutions that hold shares in the stock, with a total of 1.85 Million shares, which have been reported (via 13F filing form) to have a value of $32.8 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
|
$229,379
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
12,076
shares
|
$213,865
0.13% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
11,645
shares
|
$206,232
0.0% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
11,032
shares
|
$195,376
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
6,976
shares
|
$123,544
0.02% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,711
shares
|
$65,721
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,200
shares
|
$21,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
443
shares
|
$7,845
0.0% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
442
shares
|
$7,827
0.0% of portfolio
|
Q3 2025
Reduced 33.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
155
shares
|
$2,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
133
shares
|
$2,355
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
126
shares
|
$2,231
0.0% of portfolio
|
Q3 2025
Reduced 98.28%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
92
shares
|
$1,629
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
45
shares
|
$796
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
44
shares
|
$779
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4
shares
|
$70
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1
shares
|
$17
0.0% of portfolio
|
Q3 2025
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
|
|