Free Trial
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free APOC Stock Alerts

Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct (APOC) Institutional Ownership

$26.09 +0.01 (+0.04%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct (BATS:APOC)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$55.63M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.52M
Get APOC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

APOC Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2026 Archer Investment Corp33,622$859K0.2%N/A1.201%
4/18/2026 Weaver Capital Management LLC99,828$2.55M0.6%-3.6%3.565%
2/19/2026BFI Wealth Solutions LLC10,000$262K0.2%N/A0.220%
2/17/2026Cetera Investment Advisers29,009$760K0.0%+2.4%0.638%
2/17/2026Osaic Holdings Inc.146,140$3.83M0.0%+496.8%3.212%
2/16/2026Financial Network Wealth Advisors LLC1,423$37K0.0%N/A0.031%
2/13/2026 Kestra Advisory Services LLC9,793$257K0.0%+14.6%0.215%
2/13/2026CreativeOne Wealth LLC35,277$924K0.0%N/A0.775%
2/13/2026Ausdal Financial Partners Inc.10,939$287K0.0%-35.1%0.240%
2/13/2026Beck Capital Management LLC40,250$1.06M0.3%+1.5%0.885%
2/12/2026 Commonwealth Equity Services LLC38,028$996K0.0%+147.7%0.836%
2/12/2026 Sykon Capital LLC18,658$489K0.2%+4.8%0.410%
2/11/2026Winnow Wealth LLC11,074$299K0.2%-9.3%0.243%
2/11/2026 Howard Bailey Securities LLC39,779$1.04M0.4%N/A0.874%
2/11/2026 Wealthgarden F.S. LLC10,201$269K0.2%N/A0.224%
2/11/2026 Lifestyle Asset Management Inc.39,006$1.02M0.3%N/A0.857%
2/9/2026Harbour Investments Inc.13,432$357K0.0%+62.8%0.295%
2/6/2026Lloyd Advisory Services LLC.6,977$183K0.1%N/A0.153%
2/6/2026 Csenge Advisory Group47,122$1.24M0.1%N/A1.036%
2/5/2026 Soltis Investment Advisors LLC401,145$10.51M0.7%+2,532.0%8.816%
2/5/2026Allworth Financial LP21,114$553K0.0%N/A0.464%
2/2/2026FSA Advisors Inc.8,598$225K0.0%N/A0.189%
2/2/2026 Pachira Investments Inc.238,502$6.25M3.0%+5.0%5.242%
1/28/2026 Milestone Asset Management LLC8,099$212K0.0%N/A0.179%
1/26/2026 Merit Financial Group LLC8,228$216K0.0%N/A0.182%
1/26/2026AE Wealth Management LLC94,237$2.47M0.0%+4,616.6%2.080%
1/26/2026Key Capital Management INC13,598$356K0.4%N/A0.300%
1/22/2026 Centennial Advisors LLC13,128$344K0.4%N/A0.290%
1/22/2026 Weaver Capital Management LLC103,523$2.71M0.6%+27.6%2.285%
1/21/2026 KFG Wealth Management LLC28,177$738K0.1%N/A0.622%
1/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors36,127$947K0.1%+291.8%0.798%
1/15/2026 Brookstone Capital Management25,206$660K0.0%N/A0.556%
1/14/2026 Accurate Wealth Management LLC14,654$385K0.0%-4.1%0.323%
1/6/2026 Hiley Hunt Wealth Management15,833$415K0.2%-43.1%0.350%
12/23/2025Triumph Capital Management2,000$52K0.0%N/A0.052%
12/2/2025 IFP Advisors Inc10,216$265K0.0%+8.5%0.265%
11/20/2025Centaurus Financial Inc.52,899$1.37M0.1%-26.3%1.374%
11/19/2025Sunbelt Securities Inc.1,500$39K0.0%N/A0.039%
11/18/2025Advisory Services Network LLC2,454$64K0.0%N/A0.064%
11/17/2025Triumph Capital Management2,000$52K0.0%N/A0.052%
11/17/2025Susquehanna International Group LLP12,836$333K0.0%-4.3%0.333%
11/17/2025 Sykon Capital LLC17,809$462K0.2%+39.1%0.463%
11/17/2025Citadel Advisors LLC12,560$326K0.0%N/A0.326%
11/17/2025Ausdal Financial Partners Inc.16,867$437K0.0%+4.5%0.438%
11/17/2025Bank of America Corp DE4,000$104K0.0%N/A0.104%
11/14/2025Raymond James Financial Inc.804,477$20.85M0.0%+24.7%20.896%
11/12/2025Orion Porfolio Solutions LLC23,215$602K0.0%-72.1%0.603%
11/12/2025Kingsview Wealth Management LLC11,623$301K0.0%-14.3%0.302%
11/6/2025Ameritas Advisory Services LLC3,970$103K0.0%N/A0.103%
11/4/2025Winnow Wealth LLC12,203$317K0.2%N/A0.317%
11/3/2025AE Wealth Management LLC1,998$52K0.0%+51.6%0.052%
10/28/2025Pinnacle Financial Partners Inc.27,369$709K0.0%+2.7%0.602%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors9,220$239K0.0%N/A0.236%
10/20/2025 Weaver Capital Management LLC81,114$2.10M0.5%-3.0%2.080%
10/16/2025 HBW Advisory Services LLC11,866$308K0.0%-5.2%0.374%
10/2/2025 Hiley Hunt Wealth Management27,833$721K0.3%-2.8%0.994%
9/4/2025Osaic Holdings Inc.21,855$558K0.0%+20.9%0.781%
8/29/2025Centaurus Financial Inc.71,784$1.83M0.1%+3.6%2.564%
8/27/2025Orion Porfolio Solutions LLC83,112$2.12M0.0%+134.0%2.968%
8/15/2025Orion Porfolio Solutions LLC83,112$2.12M0.0%+134.0%2.968%
8/15/2025Gallagher Fiduciary Advisors LLC20,234$516K0.0%N/A0.723%
8/14/2025Ausdal Financial Partners Inc.16,134$412K0.0%+14.1%0.576%
8/14/2025Raymond James Financial Inc.645,233$16.47M0.0%+283.2%23.044%
8/11/2025 Sykon Capital LLC12,800$327K0.1%N/A0.457%
8/8/2025Kingsview Wealth Management LLC13,560$346K0.0%N/A0.484%
8/8/2025Cetera Investment Advisers29,523$753K0.0%+222.1%1.054%
8/6/2025AE Wealth Management LLC1,318$34K0.0%-93.8%0.047%
8/6/2025 Soltis Investment Advisors LLC8,046$205K0.0%N/A0.287%
7/28/2025 Mutual Advisors LLC18,374$472K0.0%-3.8%0.656%
7/24/2025 IFP Advisors Inc9,416$240K0.0%+135.4%0.336%
7/24/2025 Weaver Capital Management LLC83,590$2.13M0.5%+0.8%2.985%
7/11/2025 Silver Oak Securities Incorporated15,607$398K0.0%-5.9%0.557%
7/10/2025 Pachira Investments Inc.227,053$5.79M4.4%+3.5%8.109%
7/9/2025 Hiley Hunt Wealth Management28,633$732K0.4%-10.9%1.023%
7/2/2025 HBW Advisory Services LLC12,519$319K0.0%-10.8%0.432%
5/19/2025Jane Street Group LLC10,069$253K0.0%N/A0.344%
5/15/2025OLD Mission Capital LLC21,503$539K0.0%N/A0.734%
5/13/2025Raymond James Financial Inc.168,393$4.22M0.0%N/A5.747%
5/6/2025Cetera Investment Advisers9,166$230K0.0%N/A0.313%
5/6/2025AE Wealth Management LLC21,145$530K0.0%+314.5%0.722%
5/6/2025WorthPointe LLC9,034$227K0.1%-8.1%0.308%
5/5/2025Pachira Investments Inc.219,403$5.51M3.9%+6.5%7.488%
4/29/2025Silver Oak Securities Incorporated16,587$416K0.0%-40.3%0.566%
4/28/2025Mutual Advisors LLC19,091$479K0.0%-81.5%0.652%
4/22/2025Cambridge Investment Research Advisors Inc.153,367$3.85M0.0%-54.6%5.234%
4/17/2025Sagespring Wealth Partners LLC9,535$239K0.0%N/A0.458%
4/15/2025Accurate Wealth Management LLC15,187$379K0.1%N/A0.730%
4/10/2025Fermata Advisors LLC14,975$376K0.1%N/A0.720%
4/9/2025HBW Advisory Services LLC14,040$352K0.0%N/A0.675%
4/8/2025IFG Advisors LLC14,875$373K0.1%-48.3%0.715%
4/3/2025Hiley Hunt Wealth Management32,130$806K0.4%N/A1.545%
3/12/2025Centaurus Financial Inc.69,320$1.77M0.1%N/A3.415%
2/18/2025Continuum Advisory LLC1,219$31K0.0%N/A0.000%
2/17/2025Captrust Financial Advisors19,850$505K0.0%N/A0.000%
2/14/2025Gallagher Fiduciary Advisors LLC11,338$289K0.1%N/A0.000%
2/14/2025Bellwether Advisors LLC2,375$60K0.0%N/A0.000%
2/14/2025GeoWealth Management LLC15,009$382K0.0%N/A0.000%
2/13/2025Maxwell Wealth Strategies Inc.15,709$400K0.2%N/A0.000%
2/13/2025Envestnet Asset Management Inc.714,770$18.20M0.0%N/A0.000%
2/12/2025AssuredPartners Investment Advisors LLC118,150$3.01M0.6%N/A0.000%


APOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of APOC shares?

During the previous two years, 70 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct. The most heavily invested institutionals were Raymond James Financial Inc. ($20.85M), VanWeelden Wealth Management LLC ($18.54M), Envestnet Asset Management Inc. ($18.20M), Soltis Investment Advisors LLC ($10.51M), Pachira Investments Inc. ($6.25M), Cambridge Investment Research Advisors Inc. ($3.85M), and Osaic Holdings Inc. ($3.83M).Learn more on Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct's stock?

Of the 67 institutional investors that purchased Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($1.15M), Raymond James Financial Inc. ($804.48K), VanWeelden Wealth Management LLC ($727.87K), Envestnet Asset Management Inc. ($714.77K), Pachira Investments Inc. ($238.40K), Osaic Holdings Inc. ($125.43K), and AssuredPartners Investment Advisors LLC ($118.15K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct?

Institutional investors have bought a total of 2,152,498 shares in the last 24 months. This purchase volume represents approximately $55.63M in transactions.

Which of Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct's major shareholders have been selling company stock?

Of the 14 institutional investors that sold Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Porfolio Solutions LLC ($59.90K), AE Wealth Management LLC ($19.83K), Centaurus Financial Inc. ($18.89K), Hiley Hunt Wealth Management ($16.30K), Weaver Capital Management LLC ($6.17K), Ausdal Financial Partners Inc. ($5.93K), and HBW Advisory Services LLC ($2.17K).

How much institutional selling is happening at Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct?

Institutional investors have sold a total of 135,940 shares in the last 24 months. This volume of shares sold represents approximately $3.52M in transactions.


Related Companies

This page (BATS:APOC) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel