Who Owns Innovator S&P Inv. Grade Preferred ETF (EPRF)?Hedge Fund & Institutional Holders
Institutional Holders
37
as of Q4 2025
Total Institutional Value
$8.000412918531839e+62T
% of Float Held
—
QoQ Change in Holders
+12 / -3
Price History
EPRF — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Increased | +19K | +$4.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +104K | +$1.9M |
| Whipplewood Advisors, LLC | New Position | +40K | +$698K |
| Madrona Financial Services, LLC | New Position | +30K | +$520K |
| FORM Wealth Advisors, LLC | New Position | +13K | +$234K |
| Chicago Partners Investment Group LLC | New Position | +11K | +$199K |
| AE Wealth Management LLC | New Position | +1K | +$21K |
| NVWM, LLC | New Position | +443 | +$7K |
| DELTA ASSET MANAGEMENT LLC/TN | New Position | +92 | +$1K |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +10K | +$0 |
| HRT FINANCIAL LP | New Position | +11K | +$0 |
| AlphaCore Capital LLC | New Position | +23K | +$0 |
| DHJJ Financial Advisors, Ltd. | New Position | +44 | +$0 |
| Cambridge Investment Research Advisors, Inc. | Increased | +606 | +$-489K |
| BANK OF AMERICA CORP /DE/ | Increased | +2K | +$-250.3M |
EPRF — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| ROYAL BANK OF CANADA | Decreased | -152K | -$12.6B |
| LPL Financial LLC | Decreased | -6K | -$1.5B |
| UBS Group AG | Decreased | -10K | -$1.5B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -37K | -$1.2B |
| OSAIC HOLDINGS, INC. | Decreased | -2K | -$934.2M |
| Jaffetilchin Investment Partners, LLC | Decreased | -539 | -$424.5M |
| Cetera Investment Advisers | Decreased | -2K | -$345.5M |
| STIFEL FINANCIAL CORP | Decreased | -2K | -$258.1M |
| JANE STREET GROUP, LLC | Closed Position | -13K | -$244.4M |
| Camelot Portfolios, LLC | Decreased | -4K | -$220.6M |
| Glen Eagle Advisors, LLC | Decreased | -885 | -$127.4M |
| HARBOUR INVESTMENTS, INC. | Closed Position | -155 | -$2.8M |
| WELLS FARGO & COMPANY/MN | Decreased | -125 | -$2.3M |
| Wealthspire Advisors, LLC | Closed Position | -1 | -$17K |
Top Institutional Holders(Q4 2025)
EPRF Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 33 | $20.6M | +9 |
| Q3 2025 | 24 | $22.5B | -10 |
| Q2 2025 | 34 | $23.0B | +1 |
| Q1 2025 | 33 | $22.4B | +6 |
| Q4 2024 | 27 | $790.5B | +4 |
| Q3 2024 | 23 | $23.6T | -4 |
| Q2 2024 | 27 | $21.8T | +8 |
| Q1 2024 | 19 | $21.5T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 37 institutional investors hold EPRF (Innovator S&P Inv. Grade Preferred ETF). The largest holder is ROYAL BANK OF CANADA with $8.0M in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own EPRF?
As of Q4 2025, 37 institutional investors report holding EPRF (Innovator S&P Inv. Grade Preferred ETF) in their 13F filings.
Who is the largest institutional holder of EPRF?
The largest institutional holder of EPRF is ROYAL BANK OF CANADA with $8.0M in shares.
Is institutional ownership of EPRF increasing or decreasing?
This quarter, 12 institutions opened new positions in EPRF and 3 closed their positions.