Innovat S&P Invest GRD Pref (EPRF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Websterrogers Financial Advisors, LLC

INCREASED

Shares118,494 from 110,409

Change+8,085 (+7%)

Value$1.9M (+$41.9K)

Filed 2026-11-02

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares103,989 from 104,489

Change-500 (0%)

Value$1.6M (-$107.2K)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares51,690 from 62,268

Change-10,578 (-17%)

Value$811.9K (-$214.1K)

Filed 2026-11-06

Whipplewood Advisors, LLC

INCREASED

Shares44,361 from 41,532

Change+2,829 (+7%)

Value$696.8K (+$12.4K)

Filed 2026-10-20

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares19,434 from 23,467

Change-4,033 (-17%)

Value$305.0K (-$82.0K)

Filed 2026-11-02

Form Wealth Advisors, LLC

INCREASED

Shares13,947 from 13,735

Change+212 (+2%)

Value$219.1K (-$7.2K)

Filed 2026-10-13

Chicago Partners Investment Group LLC

INCREASED

Shares11,647 from 11,467

Change+180 (+2%)

Value$181.5K (-$8.0K)

Filed 2026-10-27

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

UNCHANGED

Shares11,032 from 11,032

Change0 (0%)

Value$173.3K (-$8.5K)

Filed 2026-10-27

Compass Financial Management LLC

INCREASED

Shares402 from 400

Change+2 (+1%)

Value$6.3K (-$389)

Filed 2026-10-30

IFP Advisors, Inc

UNCHANGED

Shares338 from 338

Change0 (0%)

Value$5.3K (-$261)

Filed 2026-10-16

Nvwm, LLC

DECREASED

Shares151 from 443

Change-292 (-66%)

Value$2.4K (-$4.9K)

Filed 2026-10-14

AlphaCore Capital LLC

CLOSED

Shares0 from 16,495

Change-16,495 (-100%)

Value$0 (-$273.2K)

Filed 2026-11-04

Royal Bank of Canada

N/A

Shares— from 973,723

Change-973,723 (-100%)

Value—

UBS Group AG

N/A

Shares— from 68,650

Change-68,650 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 35,881

Change-35,881 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 34,607

Change-34,607 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 21,584

Change-21,584 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 15,190

Change-15,190 (-100%)

Value—

Jaffetilchin Investment Partners, LLC

N/A

Shares— from 12,580

Change-12,580 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 12,184

Change-12,184 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 10,630

Change-10,630 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 4,541

Change-4,541 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 3,712

Change-3,712 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 1,135

Change-1,135 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Delta Asset Management LLC

N/A

Shares— from 92

Change-92 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Websterrogers Financial Advisors, LLC	INCREASED	118,494	110,409	+8,085	+7%	$1.8M	$1.9M	+$41.9K	2026-11-02
Wealth Enhancement Advisory Services, LLC	DECREASED	103,989	104,489	-500	0%	$1.7M	$1.6M	-$107.2K	2026-10-13
LPL Financial LLC	DECREASED	51,690	62,268	-10,578	-17%	$1.0M	$811.9K	-$214.1K	2026-11-06
Whipplewood Advisors, LLC	INCREASED	44,361	41,532	+2,829	+7%	$684.4K	$696.8K	+$12.4K	2026-10-20
Cambridge Investment Research Advisors, Inc.	DECREASED	19,434	23,467	-4,033	-17%	$387.0K	$305.0K	-$82.0K	2026-11-02
Form Wealth Advisors, LLC	INCREASED	13,947	13,735	+212	+2%	$226.3K	$219.1K	-$7.2K	2026-10-13
Chicago Partners Investment Group LLC	INCREASED	11,647	11,467	+180	+2%	$189.5K	$181.5K	-$8.0K	2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	UNCHANGED	11,032	11,032	0	0%	$181.8K	$173.3K	-$8.5K	2026-10-27
Compass Financial Management LLC	INCREASED	402	400	+2	+1%	$6.7K	$6.3K	-$389	2026-10-30
IFP Advisors, Inc	UNCHANGED	338	338	0	0%	$5.6K	$5.3K	-$261	2026-10-16
Nvwm, LLC	DECREASED	151	443	-292	-66%	$7.3K	$2.4K	-$4.9K	2026-10-14
AlphaCore Capital LLC	CLOSED	0	16,495	-16,495	-100%	$273.2K	$0	-$273.2K	2026-11-04
Royal Bank of Canada	N/A	—	973,723	-973,723	-100%	$16.0M	—	—	—
UBS Group AG	N/A	—	68,650	-68,650	-100%	$1.1M	—	—	—
Osaic Holdings, Inc.	N/A	—	35,881	-35,881	-100%	$591.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	34,607	-34,607	-100%	$570.3K	—	—	—
Raymond James Financial Inc	N/A	—	21,584	-21,584	-100%	$355.7K	—	—	—
Bank of America Corp	N/A	—	15,190	-15,190	-100%	$250.3K	—	—	—
Jaffetilchin Investment Partners, LLC	N/A	—	12,580	-12,580	-100%	$207.3K	—	—	—
Cetera Investment Advisers	N/A	—	12,184	-12,184	-100%	$200.8K	—	—	—
Jane Street Group, LLC	N/A	—	10,630	-10,630	-100%	$175.2K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	4,541	-4,541	-100%	$74.8K	—	—	—
Morgan Stanley	N/A	—	3,712	-3,712	-100%	$61.2K	—	—	—
Synergy Investment Management, LLC	N/A	—	1,135	-1,135	-100%	$18.7K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,000	-1,000	-100%	$16.5K	—	—	—
Delta Asset Management LLC	N/A	—	92	-92	-100%	$1.5K	—	—	—
Wells Fargo & Company	N/A	—	1	-1	-100%	$13	—	—	—

Showing 27 of 27 institutions