Who Owns APOC?
INNOVATOR ETFS TRUST — Institutional Ownership & 13F Holdings
$26.07
+0.04 (+0.17%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
37
Total Inst. Value
$31.8M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Pachira Investments Inc. | $5.5M | 219,403 |
| 2 | RAYMOND JAMES FINANCIAL INC | $4.2M | 168,393 |
| 3 | Cambridge Investment Research Advisors, Inc. | $3.8M | 153,367 |
| 4 | AssuredPartners Investment Advisors, LLC | $3.0M | 118,018 |
| 5 | Weaver Capital Management LLC | $2.1M | 82,952 |
| 6 | HighTower Advisors, LLC | $1.8M | 73,720 |
| 7 | CENTAURUS FINANCIAL, INC. | $1.7M | 69,320 |
| 8 | BECK CAPITAL MANAGEMENT, LLC | $1.2M | 48,135 |
| 9 | WealthPLAN Partners, LLC | $994K | 39,667 |
| 10 | Hiley Hunt Wealth Management | $806K | 32,130 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +16K | $530K |
| COMMONWEALTH EQUITY SERVICES, LLC | +64 | $462K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | -185K | $3.8M |
| Mutual Advisors, LLC | -84K | $479K |
| WealthPLAN Partners, LLC | -28K | $994K |
| IFG Advisors, LLC | -14K | $373 |
| WorthPointe, LLC | -796 | $227K |
Frequently Asked Questions
How many institutional investors hold APOC?
As of Q1 2025, 37 institutional investors report holding APOC (INNOVATOR ETFS TRUST) in their 13F filings.
Which hedge fund owns the most APOC?
The largest institutional holder of APOC is Pachira Investments Inc. with $5.5M in shares.
Are institutions buying or selling APOC?
This quarter, 20 institutions opened new positions in APOC and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.