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

$24.95 +0.01 (+0.04%)
As of 04/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$81.35M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$348.36K
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APOC Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Sagespring Wealth Partners LLC9,535$239K0.0%N/A0.458%
4/15/2025 Accurate Wealth Management LLC15,187$379K0.1%N/A0.730%
4/10/2025 Fermata Advisors LLC14,975$376K0.1%N/A0.720%
4/9/2025 HBW Advisory Services LLC14,040$352K0.0%N/A0.675%
4/8/2025 IFG Advisors LLC14,875$373K0.1%-48.3%0.715%
4/3/2025 Hiley 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%
2/5/2025 IFG 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%
1/21/2025 Dynamic 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, 30 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct. The most heavily invested institutionals were Soltis Investment Advisors LLC ($19.19M), VanWeelden Wealth Management LLC ($18.54M), Envestnet Asset Management Inc. ($18.20M), Pachira Investments Inc. ($5.25M), AssuredPartners Investment Advisors LLC ($3.01M), Weaver Capital Management LLC ($2.11M), and Kingsview Wealth Management LLC ($1.92M).Learn more on APOC's institutional investors.

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

Of the 30 institutional investors that purchased Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Soltis Investment Advisors LLC ($753.53K), VanWeelden Wealth Management LLC ($727.87K), Envestnet Asset Management Inc. ($714.77K), Pachira Investments Inc. ($206.11K), AssuredPartners Investment Advisors LLC ($118.15K), Weaver Capital Management LLC ($82.95K), and Kingsview Wealth Management LLC ($75.51K).

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

Institutional investors have bought a total of 3,195,201 shares in the last 24 months. This purchase volume represents approximately $81.35M in transactions.

Which Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct 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: IFG Advisors LLC ($13.89K).

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

Institutional investors have sold a total of 13,890 shares in the last 24 months. This volume of shares sold represents approximately $348.36K in transactions.



This page (NYSEARCA:APOC) was last updated on 4/19/2025 by MarketBeat.com Staff
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