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Get Institutions for : 
Innovator S&P Investment Grade Preferred ETF (EPRF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    7
Total shares held : 
1,316,742  
% of shares held : 
23.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -19  
Amount of shares held : 
-519,254  
% of shares held change : 
  -9.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 14,980
 1.14%
 
Increased Positions :
6
 26,144
 1.99%
 
Unchanged Positions :
10
 116,359
 8.84%
 
Decreased Positions :
18
-312,721
-23.75%
 
Closed Positions :
9
-247,657
-18.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ROYAL BANK OF CANADA 1788 - 2024-03-31 313,002 $6,063,000 5,342
   Cetera Investment Advisers 1715 - 2024-03-31 82,058 $1,590,000 16,533
   WEBSTERROGERS FINANCIAL ADVISORS LLC 33 - 2024-03-31 80,166 $1,553,000 3,020
   UBS Group AG 3247 - 2024-03-31 74,138 $1,436,000 29
   MULTIFINANCIAL SECURITIES CORP 985 - 2024-03-31 72,882 $1,412,000 59,996
   FinTrust Capital Advisors LLC 111 - 2024-03-31 52,871 $1,024,000 1,291
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2729 - 2024-03-31 45,026 $872,000 45,026
   Chicago Partners Investment Group LLC 453 - 2024-03-31 26,218 $491,000 364
   WHITE PINE CAPITAL LLC 140 - 2024-03-31 25,966 $477,000 2,202
   STIFEL FINANCIAL CORP 2744 - 2024-03-31 19,784 $383,000 408
   L.M. KOHN & COMPANY 181 - 2024-03-31 18,428 $357,000 355
   COMMONWEALTH EQUITY SERVICES LLC. 3145 - 2024-03-31 17,016 $330,000 3,302
   RAYMOND JAMES & ASSOCIATES 3321 - 2024-03-31 15,709 $304,000 1,294
   MORGAN STANLEY 5883 - 2024-03-31 3,712 $72,000 3,511

  14 Records found
  1    
  Page 1 of 1
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