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

$25.70 +0.03 (+0.12%)
As of 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)
9
Total
Institutional Inflows
(last 12 months)
$32.37M
Number of
Institutional Sellers
(last 12 months)
0
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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
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%
1/29/2025 Pachira Investments Inc.206,107$5.25M3.2%N/A0.000%
1/29/2025 Soltis Investment Advisors LLC753,533$19.19M1.8%N/A0.000%
1/28/2025 Kingsview Wealth Management LLC75,509$1.92M0.0%N/A0.000%
1/27/2025 Silver Oak Securities Incorporated27,785$708K0.1%N/A0.000%
1/27/2025 Weaver 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, 9 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), Pachira Investments Inc. ($5.25M), Weaver Capital Management LLC ($2.11M), Kingsview Wealth Management LLC ($1.92M), WealthPLAN Partners LLC ($1.72M), Dynamic Advisor Solutions LLC ($866K), and Silver Oak Securities Incorporated ($708K).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 9 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), Pachira Investments Inc. ($206.11K), Weaver Capital Management LLC ($82.95K), Kingsview Wealth Management LLC ($75.51K), WealthPLAN Partners LLC ($67.59K), Dynamic Advisor Solutions LLC ($34.00K), and Silver Oak Securities Incorporated ($27.79K).

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

Institutional investors have bought a total of 1,270,894 shares in the last 24 months. This purchase volume represents approximately $32.37M in transactions.



This page (NYSEARCA:APOC) was last updated on 1/30/2025 by MarketBeat.com Staff
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