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Innovat S&P Invest GRD Pref (EPRF)

CUSIP: 45783Y822 | NYSE | 101 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Websterrogers Financial Advisors, LLC118,494
0.5% of portfolio›$1.9M
Wealth Enhancement Advisory Services, LLC103,989
0.0% of portfolio›$1.6M
LPL Financial LLC51,690
0.0% of portfolio›$811.9K
Whipplewood Advisors, LLC44,361
0.5% of portfolio›$696.8K
Cambridge Investment Research Advisors, Inc.19,434
0.0% of portfolio›$305.0K
Form Wealth Advisors, LLC13,947
0.0% of portfolio›$219.1K
Chicago Partners Investment Group LLC11,647
0.0% of portfolio›$181.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,032
0.0% of portfolio›$173.3K
Compass Financial Management LLC402
0.0% of portfolio›$6.3K
IFP Advisors, Inc338
0.0% of portfolio›$5.3K
Nvwm, LLC151
0.0% of portfolio›$2.4K
StyleTurnoverLocationFiled
Websterrogers Financial Advisors, LLC
118,494$1.9M0.5%ETFVery LowFlorence, SC2026-11-02
Wealth Enhancement Advisory Services, LLC
103,989$1.6M0.0%CoreLowPlymouth, MN2026-10-13
LPL Financial LLC
51,690$811.9K0.0%IndexVery LowFort Mill, SC2026-11-06
Whipplewood Advisors, LLC
44,361$696.8K0.5%ETFLowLittleton, CO2026-10-20
Cambridge Investment Research Advisors, Inc.
19,434$305.0K0.0%ETFLowFairfield, IA2026-11-02
Form Wealth Advisors, LLC
13,947$219.1K0.0%ETFMediumLake Geneva, WI2026-10-13
Chicago Partners Investment Group LLC
11,647$181.5K0.0%GARPLowChicago, IL2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
11,032$173.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Compass Financial Management LLC
402$6.3K0.0%CoreN/ATampa, FL2026-10-30
IFP Advisors, Inc
338$5.3K0.0%GrowthLowTampa, FL2026-10-16
Nvwm, LLC
151$2.4K0.0%GrowthMediumYardley, PA2026-10-14