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

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$104.40M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$8.08M
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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
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%
8/11/2025Sykon 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%
8/6/2025Soltis Investment Advisors LLC8,046$205K0.0%N/A0.287%
7/28/2025Mutual Advisors LLC18,374$472K0.0%-3.8%0.656%
7/24/2025IFP Advisors Inc9,416$240K0.0%+135.4%0.336%
7/24/2025Weaver Capital Management LLC83,590$2.13M0.5%+0.8%2.985%
7/11/2025Silver Oak Securities Incorporated15,607$398K0.0%-5.9%0.557%
7/10/2025Pachira 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%
7/2/2025HBW 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%
2/11/2025WorthPointe LLC9,830$250K0.1%N/A0.000%
2/10/2025Harbour Investments Inc.8,171$203K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC18,349$467K0.0%N/A0.000%
2/10/2025VanWeelden Wealth Management LLC727,865$18.54M16.7%N/A0.000%
2/7/2025HighTower Advisors LLC73,720$1.88M0.0%N/A0.000%
2/5/2025IFG Advisors LLC28,765$733K0.1%N/A0.000%
2/4/2025IFP Advisors Inc4,000$102K0.0%N/A0.000%
1/30/2025Principal Securities Inc.1,175$30K0.0%N/A0.000%
1/30/2025WealthPlan Investment Management LLC22,242$566K0.1%N/A0.000%
1/30/2025WealthPLAN Partners LLC67,589$1.72M0.2%N/A0.000%
1/29/2025Pachira Investments Inc.206,107$5.25M3.2%N/A0.000%
1/29/2025Soltis Investment Advisors LLC753,533$19.19M1.8%N/A0.000%
1/28/2025Kingsview Wealth Management LLC75,509$1.92M0.0%N/A0.000%
1/27/2025Silver Oak Securities Incorporated27,785$708K0.1%N/A0.000%
1/27/2025Weaver Capital Management LLC82,952$2.11M0.6%N/A0.000%
1/21/2025Dynamic Advisor Solutions LLC34,002$866K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

APOC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of APOC shares?

During the previous two years, 41 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct. The most heavily invested institutionals were VanWeelden Wealth Management LLC ($18.54M), Envestnet Asset Management Inc. ($18.20M), Raymond James Financial Inc. ($16.47M), Pachira Investments Inc. ($5.79M), Cambridge Investment Research Advisors Inc. ($3.85M), AssuredPartners Investment Advisors LLC ($3.01M), and Weaver Capital Management LLC ($2.13M).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 39 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 ($761.58K), VanWeelden Wealth Management LLC ($727.87K), Envestnet Asset Management Inc. ($714.77K), Raymond James Financial Inc. ($645.23K), Pachira Investments Inc. ($227.05K), AssuredPartners Investment Advisors LLC ($118.15K), and Orion Porfolio Solutions LLC ($95.19K).

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

Institutional investors have bought a total of 4,102,644 shares in the last 24 months. This purchase volume represents approximately $104.40M in transactions.

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

The following institutional investors have sold Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($184.53K), Mutual Advisors LLC ($84.68K), AE Wealth Management LLC ($19.83K), IFG Advisors LLC ($13.89K), Silver Oak Securities Incorporated ($12.18K), Hiley Hunt Wealth Management ($4.30K), and HBW Advisory Services LLC ($1.52K).

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

Institutional investors have sold a total of 321,722 shares in the last 24 months. This volume of shares sold represents approximately $8.08M in transactions.


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This page (NYSEARCA:APOC) was last updated on 10/16/2025 by MarketBeat.com Staff
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