APOC institutional holders

INNOVATOR EQUITY TR ETF DEFINED PROTN 6 MO APR/OCT · 13F, 2026Q2

Managers holding52
Shares held1,700,763
Reported value$44.6m
Quarter flows7 new, 13 added, 21 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Soltis Investment Advisors LLC296,887$7.8m0.4%
Pachira Investments Inc.253,682$6.7m2.5%
OSAIC HOLDINGS, INC.196,336$5.2m0.0%
Weaver Capital Management LLC99,828$2.5m0.6%
Archer Investment Corp69,250$1.8m0.2%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors64,902$1.7m0.1%
HighTower Advisors, LLC52,519$1.4m0.0%
COMMONWEALTH EQUITY SERVICES, LLC38,036$999,5500.0%
BECK CAPITAL MANAGEMENT, LLC37,520$985,9780.2%
Lifestyle Asset Management, Inc.35,830$941,5770.3%
Cetera Investment Advisers32,076$842,9250.0%
INDEPENDENT FINANCIAL GROUP, LLC31,850$836,9860.0%
CENTAURUS FINANCIAL, INC.31,442$826,0000.0%
SYKON CAPITAL LLC29,586$777,4910.2%
Ausdal Financial Partners, Inc.28,464$748,0050.0%
KFG WEALTH MANAGEMENT, LLC28,451$747,6640.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP27,657$726,7990.0%
RAYMOND JAMES FINANCIAL INC27,565$724,3810.0%
Brookstone Capital Management24,688$648,7760.0%
OLD MISSION CAPITAL LLC23,631$620,9990.0%
CAPTRUST FINANCIAL ADVISORS21,451$563,7110.0%
Allworth Financial LP21,114$554,8550.0%
Cambridge Investment Research Advisors, Inc.18,426$484,0000.0%
Gallagher Fiduciary Advisors, LLC17,051$448,0830.0%
Creative Planning15,709$412,8170.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("APOC"). APOC price history · All 13F data

Get a free API keySee history bundlesDownload free samples