Innovat S&p Invest Grd Pref
$15.58-0.1%
+$1.5M
Net Activity
+4.41% total shares
Institutions Holding
28
Popularity Rank
#7638
Avg Weight
0.04%
Total Value
$26.3M
28 institutions currently hold EPRF, with 15 net buyers and 13 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
13
Net Buying Institutions
15
Top 5 by Value
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Across its top 20 institutional holders, EPRF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 19/100).
EPRF ranks #7638 out of 37701 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
28 institutions disclose a position in EPRF, but none treat it as a major bet — even Websterrogers Financial Advisors, LLC, its most concentrated holder, allocates just 0.5% of its own portfolio to it.
Whipplewood Advisors, LLC has added to its EPRF position for two straight quarters, increasing it by $22.6K to reach $696.8K today.
Nvwm, LLC has trimmed its EPRF position for two straight quarters, cutting it by $5.0K while still holding $2.4K.
EPRF is down 0.1% today, but institutions show net buying of $1.5M this quarter — a divergence between today's price move and the underlying institutional flow.
+$2.1M
Total Buy Value
$1.2M
Total Sell Value
15
Net Buyers
13
Net Sellers
EPRF
Q2 2026
Top 5 Institutional Movers
+$1.7M
-$208.3K
-$203.2K
-$178.2K
+$175.2K
EPRF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
45783Y822
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,286
Total reported value
$2.2T
3257 13F institutions increased their position this quarter
Institutions Holding
6,033
Total reported value
$3.6T
3056 13F institutions increased their position this quarter
Institutions Holding
6,196
Total reported value
$1.8T
2996 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,848
Total reported value
$1.8T
Held by 5848 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,291
Total reported value
$1.3T
Held by 5291 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,182
Total reported value
$671.1B
Held by 5182 institutions — one of the most-tracked stocks on AlphaSMO
Access EPRF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/EPRFCLI
npx alphasmo stocks get EPRF