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

$26.44 +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)
44
Total
Institutional Inflows
(last 12 months)
$36.67M
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
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%
2/17/2026Osaic 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%
2/13/2026Ausdal 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%
2/11/2026 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%
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%
Gold Miners Post Record Cash Flow Even as Prices Pull Back (Ad)

The four largest gold miners are generating record free cash flow, even with gold pulling back from recent highs. Margins as high as 75 percent make this the most profitable stretch in their history. Yet junior gold miners, the prime buyout targets for these cash-rich majors, are still priced as if gold were stuck at 1800 dollars an ounce instead of today's levels. Analyst Garrett Goggin calls this the Golden Anomaly, a gap he says rarely lasts long once a gold bull market gets going.tc pixel

See the junior gold miners poised for a major buyout wave
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%
11/17/2025Susquehanna 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%
11/4/2025 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%
9/4/2025Osaic 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%
8/8/2025 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%
7/28/2025Mutual 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%
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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%


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 1,406,422 shares in the last 24 months. This purchase volume represents approximately $36.67M 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 7/7/2026. New 13F filings are added each quarter as they're published.
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