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

$26.53 +0.01 (+0.04%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct (BATS:APOC)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$33.93M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.83M
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APOC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC8,937$235K0.0%N/A0.319%
8/21/2026 Continuum Advisory LLC1,219$32K0.0%N/A0.044%
7/7/2026 Hiley Hunt Wealth Management15,148$398K0.2%-3.1%0.541%
5/6/2026 FSA Advisors Inc.13,150$336K0.2%+52.9%0.470%
5/6/2026 Independent Financial Group LLC21,850$558K0.0%N/A0.780%
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%
2/19/2026 BFI Wealth Solutions LLC10,000$262K0.2%N/A0.220%
2/17/2026 Cetera Investment Advisers29,009$760K0.0%+2.4%0.638%
2/17/2026 Osaic Holdings Inc.146,140$3.83M0.0%+496.8%3.212%
2/16/2026 Financial Network Wealth Advisors LLC1,423$37K0.0%N/A0.031%
2/13/2026 Kestra Advisory Services LLC9,793$257K0.0%+14.6%0.215%
2/13/2026 CreativeOne Wealth LLC35,277$924K0.0%N/A0.775%
2/13/2026 Ausdal Financial Partners Inc.10,939$287K0.0%-35.1%0.240%
2/13/2026 Beck 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%
2/11/2026 Winnow 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%
2/9/2026 Harbour Investments Inc.13,432$357K0.0%+62.8%0.295%
2/6/2026 Lloyd 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%
2/5/2026 Allworth Financial LP21,114$553K0.0%N/A0.464%
2/2/2026 FSA 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%
1/26/2026 AE Wealth Management LLC94,237$2.47M0.0%+4,616.6%2.080%
1/26/2026 Key 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%
12/23/2025 Triumph Capital Management2,000$52K0.0%N/A0.052%
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12/2/2025 IFP Advisors Inc10,216$265K0.0%+8.5%0.265%
11/20/2025 Centaurus Financial Inc.52,899$1.37M0.1%-26.3%1.374%
11/19/2025Sunbelt Securities Inc.1,500$39K0.0%N/A0.039%
11/18/2025 Advisory Services Network LLC2,454$64K0.0%N/A0.064%
11/17/2025 Triumph Capital Management2,000$52K0.0%N/A0.052%
11/17/2025 Susquehanna International Group LLP12,836$333K0.0%-4.3%0.333%
11/17/2025 Sykon Capital LLC17,809$462K0.2%+39.1%0.463%
11/17/2025 Citadel Advisors LLC12,560$326K0.0%N/A0.326%
11/17/2025 Ausdal Financial Partners Inc.16,867$437K0.0%+4.5%0.438%
11/17/2025 Bank of America Corp DE4,000$104K0.0%N/A0.104%
11/14/2025 Raymond James Financial Inc.804,477$20.85M0.0%+24.7%20.896%
11/12/2025 Orion Porfolio Solutions LLC23,215$602K0.0%-72.1%0.603%
11/12/2025 Kingsview Wealth Management LLC11,623$301K0.0%-14.3%0.302%
11/6/2025 Ameritas Advisory Services LLC3,970$103K0.0%N/A0.103%
11/4/2025 Winnow Wealth LLC12,203$317K0.2%N/A0.317%
11/3/2025 AE 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%
9/4/2025 Osaic Holdings Inc.21,855$558K0.0%+20.9%0.781%
8/29/2025 Centaurus Financial Inc.71,784$1.83M0.1%+3.6%2.564%
8/27/2025 Orion Porfolio Solutions LLC83,112$2.12M0.0%+134.0%2.968%
8/15/2025 Orion Porfolio Solutions LLC83,112$2.12M0.0%+134.0%2.968%
8/15/2025 Gallagher Fiduciary Advisors LLC20,234$516K0.0%N/A0.723%
8/14/2025 Ausdal Financial Partners Inc.16,134$412K0.0%+14.1%0.576%
8/14/2025 Raymond James Financial Inc.645,233$16.47M0.0%+283.2%23.044%
8/11/2025 Sykon Capital LLC12,800$327K0.1%N/A0.457%
8/8/2025 Kingsview Wealth Management LLC13,560$346K0.0%N/A0.484%
8/8/2025 Cetera Investment Advisers29,523$753K0.0%+222.1%1.054%
8/6/2025 AE 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%
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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%


APOC Institutional Ownership - Frequently Asked Questions

During the previous two years, 71 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.

Of the 68 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).

Institutional investors have bought a total of 1,298,688 shares in the last 24 months. This purchase volume represents approximately $33.93M in transactions.

Of the 10 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), Centaurus Financial Inc. ($18.89K), Hiley Hunt Wealth Management ($13.29K), Weaver Capital Management LLC ($6.17K), Ausdal Financial Partners Inc. ($5.93K), Kingsview Wealth Management LLC ($1.94K), and Winnow Wealth LLC ($1.13K).

Institutional investors have sold a total of 109,087 shares in the last 24 months. This volume of shares sold represents approximately $2.83M in transactions.


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Institutional ownership data for BATS:APOC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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