APOC Institutional Ownership
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
1W: +0.3%
YTD: +0.6%
$26.70
+0.04 (+0.15%)
Overview
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Holdings
Changes
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Institutional Ownership — APOC
65
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
7
New Positions
13
Increased
34
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (65 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Soltis Investment Advisors LLC | 296,887 | $8M | -42,798 | -12.6% | 5Q | SEC ↗ |
| 2 | Pachira Investments Inc. | 253,682 | $7M | +4,664 | +1.9% | 7Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 196,336 | $5M | +51,108 | +35.2% | 6Q | SEC ↗ |
| 4 | Weaver Capital Management LLC | 99,828 | $3M | — | +0.0% | 7Q | SEC ↗ |
| 5 | C2P Capital Advisory Group, LLC d.b.a. | 64,902 | $2M | +29,540 | +83.5% | 4Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 52,519 | $1M | -13,616 | -20.6% | 7Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 38,036 | $1M | -9,479 | -19.9% | 7Q | SEC ↗ |
| 8 | BECK CAPITAL MANAGEMENT, LLC | 37,520 | $1M | -1,029 | -2.7% | 6Q | SEC ↗ |
| 9 | Lifestyle Asset Management, Inc. | 35,830 | $957K | -1,371 | -3.7% | 3Q | SEC ↗ |
| 10 | Archer Investment Corp | 34,625 | $924K | +1,003 | +3.0% | 2Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 32,076 | $856K | +3,082 | +10.6% | 6Q | SEC ↗ |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | 31,850 | $850K | — | +0.0% | 7Q | SEC ↗ |
| 13 | CENTAURUS FINANCIAL, INC. | 31,442 | $840K | -31,914 | -50.4% | 7Q | SEC ↗ |
| 14 | SYKON CAPITAL LLC | 29,586 | $790K | +2,107 | +7.7% | 5Q | SEC ↗ |
| 15 | Ausdal Financial Partners, Inc. | 28,464 | $760K | -29 | -0.1% | 6Q | SEC ↗ |
| 16 | KFG WEALTH MANAGEMENT, LLC | 28,451 | $760K | +274 | +1.0% | 3Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,657 | $738K | +2,814 | +11.3% | 5Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 27,565 | $736K | +10,901 | +65.4% | 6Q | SEC ↗ |
| 19 | Brookstone Capital Management | 24,688 | $659K | -455 | -1.8% | 3Q | SEC ↗ |
| 20 | OLD MISSION CAPITAL LLC | 23,631 | $631K | -13,177 | -35.8% | 2Q | SEC ↗ |
| 21 | CAPTRUST FINANCIAL ADVISORS | 21,451 | $573K | +1,601 | +8.1% | 7Q | SEC ↗ |
| 22 | Allworth Financial LP | 21,114 | $564K | — | +0.0% | 3Q | SEC ↗ |
| 23 | Gallagher Fiduciary Advisors, LLC | 17,051 | $455K | -1,524 | -8.2% | 5Q | SEC ↗ |
| 24 | Creative Planning | 15,709 | $419K | — | +0.0% | 6Q | SEC ↗ |
| 25 | HRT FINANCIAL LP NEW | 15,289 | $408K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Hiley Hunt Wealth Management | 15,148 | $404K | -485 | -3.1% | 6Q | SEC ↗ |
| 27 | CreativeOne Wealth, LLC | 14,340 | $383K | -19,921 | -58.1% | 3Q | SEC ↗ |
| 28 | HBW ADVISORY SERVICES LLC | 11,175 | $298K | -345 | -3.0% | 6Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 10,721 | $286K | +1,000 | +10.3% | 5Q | SEC ↗ |
| 30 | KELLY FINANCIAL GROUP LLC NEW | 10,625 | $284K | — | +0.0% | 1Q | SEC ↗ |
| 31 | IFP Advisors, Inc | 10,420 | $278K | -100 | -1.0% | 7Q | SEC ↗ |
| 32 | WEALTHGARDEN F.S. LLC | 10,183 | $272K | -18 | -0.2% | 3Q | SEC ↗ |
| 33 | Carmel Capital Partners, LLC NEW | 10,025 | $268K | — | +0.0% | 1Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. | 9,914 | $265K | +8,305 | +516.2% | 7Q | SEC ↗ |
| 35 | WINNACLE WEALTH LLC | 9,626 | $257K | — | +0.0% | 4Q | SEC ↗ |
| 36 | SAGESPRING WEALTH PARTNERS, LLC | 9,535 | $255K | — | +0.0% | 6Q | SEC ↗ |
| 37 | Cambridge Investment Research Advisors | 9,213 | $246K | -60,289 | -86.7% | 7Q | SEC ↗ |
| 38 | CITADEL ADVISORS LLC NEW | 8,937 | $239K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Merit Financial Group, LLC | 8,871 | $237K | +4 | +0.0% | 3Q | SEC ↗ |
| 40 | BFI Wealth Solutions, LLC | 7,800 | $208K | -2,200 | -22.0% | 3Q | SEC ↗ |
| 41 | Accurate Wealth Management, LLC | 7,726 | $206K | -2,738 | -26.2% | 6Q | SEC ↗ |
| 42 | AE Wealth Management LLC | 2,047 | $55K | -132,721 | -98.5% | 7Q | SEC ↗ |
| 43 | Financial Network Wealth Advisors LLC | 1,423 | $38K | — | +0.0% | 3Q | SEC ↗ |
| 44 | Continuum Advisory, LLC NEW | 1,219 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 45 | CoreCap Advisors, LLC | 519 | $14K | — | +0.0% | 5Q | SEC ↗ |
| 46 | Steward Partners Investment Advisory, | 423 | $11K | — | +0.0% | 3Q | SEC ↗ |
| 47 | SHP Wealth Management NEW | 406 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Key Capital Management, INC | 186 | $5K | -21,514 | -99.1% | 3Q | SEC ↗ |
| 49 | CENTRAL TRUST Co NEW | 151 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 50 | JPMORGAN CHASE & CO | 78 | $2K | -8,221 | -99.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 15,289 | $408K |
| KELLY FINANCIAL GROUP LLC | 10,625 | $284K |
| Carmel Capital Partners, LLC | 10,025 | $268K |
| CITADEL ADVISORS LLC | 8,937 | $239K |
| Continuum Advisory, LLC | 1,219 | $33K |
| SHP Wealth Management | 406 | $11K |
| CENTRAL TRUST Co | 151 | $4K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Csenge Advisory Group | 64,621 | $2M |
| HOWARD BAILEY SECURITIES, LLC | 57,329 | $2M |
| WealthPLAN Partners, LLC | 39,667 | $1M |
| Integrated Wealth Management | 26,982 | $720K |
| Centennial Advisors, LLC | 17,149 | $458K |
| FSA Advisors, Inc. | 13,150 | $351K |
| MILESTONE ASSET MANAGEMENT, LLC | 8,140 | $217K |
| Advisory Services Network, LLC | 3,184 | $85K |
| Triumph Capital Management | 2,000 | $53K |
| MAI Capital Management | 1,900 | $51K |
| Networth Advisors, LLC | 1,221 | $33K |
| IFG Advisory, LLC | 500 | $13K |
| Cullen/Frost Bankers, Inc. | 200 | $5K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +51,108 | +35.2% | 196,336 |
| C2P Capital Advisory Group, LLC d.b | +29,540 | +83.5% | 64,902 |
| RAYMOND JAMES FINANCIAL INC | +10,901 | +65.4% | 27,565 |
| HARBOUR INVESTMENTS, INC. | +8,305 | +516.2% | 9,914 |
| Pachira Investments Inc. | +4,664 | +1.9% | 253,682 |
| Cetera Investment Advisers | +3,082 | +10.6% | 32,076 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +2,814 | +11.3% | 27,657 |
| SYKON CAPITAL LLC | +2,107 | +7.7% | 29,586 |
| CAPTRUST FINANCIAL ADVISORS | +1,601 | +8.1% | 21,451 |
| Archer Investment Corp | +1,003 | +3.0% | 34,625 |
| Kestra Advisory Services, LLC | +1,000 | +10.3% | 10,721 |
| KFG WEALTH MANAGEMENT, LLC | +274 | +1.0% | 28,451 |
| Merit Financial Group, LLC | +4 | +0.0% | 8,871 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -132,721 | -98.5% | 2,047 |
| Cambridge Investment Research Advis | -60,289 | -86.7% | 9,213 |
| Soltis Investment Advisors LLC | -42,798 | -12.6% | 296,887 |
| CENTAURUS FINANCIAL, INC. | -31,914 | -50.4% | 31,442 |
| Key Capital Management, INC | -21,514 | -99.1% | 186 |
| CreativeOne Wealth, LLC | -19,921 | -58.1% | 14,340 |
| HighTower Advisors, LLC | -13,616 | -20.6% | 52,519 |
| OLD MISSION CAPITAL LLC | -13,177 | -35.8% | 23,631 |
| COMMONWEALTH EQUITY SERVICES, LLC | -9,479 | -19.9% | 38,036 |
| JPMORGAN CHASE & CO | -8,221 | -99.1% | 78 |
| Accurate Wealth Management, LLC | -2,738 | -26.2% | 7,726 |
| BFI Wealth Solutions, LLC | -2,200 | -22.0% | 7,800 |
| Gallagher Fiduciary Advisors, LLC | -1,524 | -8.2% | 17,051 |
| Lifestyle Asset Management, Inc. | -1,371 | -3.7% | 35,830 |
| BECK CAPITAL MANAGEMENT, LLC | -1,029 | -2.7% | 37,520 |
| Hiley Hunt Wealth Management | -485 | -3.1% | 15,148 |
| Brookstone Capital Management | -455 | -1.8% | 24,688 |
| HBW ADVISORY SERVICES LLC | -345 | -3.0% | 11,175 |
| IFP Advisors, Inc | -100 | -1.0% | 10,420 |
| Ausdal Financial Partners, Inc. | -29 | -0.1% | 28,464 |