INNOVAT S&P INVEST GRD PREF (EPRF) Institutional Shareholders
INNOVAT S&P INVEST GRD PREF (EPRF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $24.92M in EPRF holdings during the latest filing period.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of EPRF tracked by InsiderSet, reporting ownership valued at approximately $14.38M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.38M, representing an estimated loss of -0.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed EPRF value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Websterrogers Financial Advisors, Llc, Wealth Enhancement Advisory Services, Llc, and several other long-term asset managers with concentrated positions in INNOVAT S&P INVEST GRD PREF (EPRF).
This page ranks the largest institutional EPRF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$24.92M
Largest Holder
Royal Bank Of Canada
Largest Position
$14.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.00% | 866,916 | $14,382,000 | $14,377,802 | -$4,198 | -0.03% | |
| Websterrogers Financial Advisors, Llc | 0.47% | 110,409 | $1,819,387 | $1,831,133 | +$11,746 | +0.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 104,489 | $1,735,144 | $1,732,950 | -$2,194 | -0.13% | |
| Lpl Financial Llc | 0.00% | 70,732 | $1,173,450 | $1,173,090 | -$360 | -0.03% | |
| Ubs Group Ag | 0.00% | 69,568 | $1,154,133 | $1,153,785 | -$348 | -0.03% | |
| Osaic Holdings, Inc. | 0.00% | 46,388 | $769,652 | $769,345 | -$307 | -0.04% | |
| Whipplewood Advisors, Llc | 0.46% | 41,532 | $684,385 | $688,808 | +$4,423 | +0.65% | |
| Susquehanna International Group, Llp | 0.00% | 34,115 | $565,968 | $565,797 | -$171 | -0.03% | |
| Alphacore Capital Llc | 0.01% | 23,895 | $398,449 | $396,299 | -$2,150 | -0.54% | |
| Raymond James Financial Inc | 0.00% | 21,245 | $352,455 | $352,348 | -$107 | -0.03% | |
| Jaffetilchin Investment Partners, Llc | 0.02% | 15,704 | $260,532 | $260,451 | -$81 | -0.03% | |
| Bank Of America Corp | 0.00% | 15,190 | $252,002 | $251,926 | -$76 | -0.03% | |
| Form Wealth Advisors, Llc | 0.02% | 13,735 | $226,326 | $227,795 | +$1,469 | +0.65% | |
| Cetera Investment Advisers | 0.00% | 12,654 | $209,930 | $209,867 | -$63 | -0.03% | |
| Stifel Financial Corp | 0.00% | 12,555 | $208,288 | $208,225 | -$63 | -0.03% | |
| Envestnet Asset Management Inc | 0.00% | 12,247 | $203,178 | $203,116 | -$62 | -0.03% | |
| Chicago Partners Investment Group Llc | 0.00% | 11,467 | $189,454 | $190,180 | +$726 | +0.38% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.00% | 11,032 | $181,791 | $182,966 | +$1,175 | +0.65% | |
| Glen Eagle Advisors, Llc | 0.01% | 3,791 | $62,891 | $62,874 | -$17 | -0.03% | |
| Morgan Stanley | 0.00% | 3,711 | $61,565 | $61,547 | -$18 | -0.03% | |
| Synergy Investment Management, Llc | 0.01% | 1,118 | $18,544 | $18,542 | -$2 | -0.01% | |
| Nvwm, Llc | 0.00% | 443 | $7,300 | $7,347 | +$47 | +0.65% | |
| Ifp Advisors, Inc | 0.00% | 338 | $5,570 | $5,606 | +$36 | +0.64% | |
| Delta Asset Management Llc/Tn | 0.00% | 92 | $1,526 | $1,526 | -$0 | -0.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,467 | $387 | $389,200 | +$388,813 | +100468.53% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about EPRF
Who owns the most EPRF stock?
The largest holders of EPRF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVAT S&P INVEST GRD PREF (EPRF).
Is EPRF widely held by superinvestors?
Many widely followed stocks like EPRF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EPRF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.