Inr Eqty Def P ETF - 6 M A/OAPOCETF
13F holders, Q1 2025 (March 31)42holders +10
20new positions
9sold out
$25.08avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Inr Eqty Def P ETF - 6 M A/O (APOC) in their 13F filings, up 10 from Q4 2024. 20 opened new positions and 9 sold out. The largest holders were Pachira Investments Inc. ($5.5M), Raymond James Financial Inc. ($4.2M) and Cambridge Investment Research Advisors, Inc. ($3.8M).
- Company
- Inr Eqty Def P ETF - 6 M A/O
- Filed as
- INNOVATOR ETFS TRUST (Q1 2025)
- CUSIP
- 45784N882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $12.1M |
| Exits | 9 | $60.3M |
All 13F filers, Q4 2024 → Q1 2025: 513,147 shares bought and 2,690,684 shares sold, net −2,177,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Pachira Investments Inc. | 3.87% | Add +6.5% | 219,403 | $5.5M |
| Raymond James Financial Inc. | 0.00% | New | 168,393 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -54.6% | 153,367 | $3.8M |
| AssuredPartners Investment Advisors, LLC | 0.57% | Reduce -0.1% | 118,018 | $3.0M |
| Weaver Capital Management LLC | 0.55% | No change | 82,952 | $2.1M |
| HighTower Advisors, LLC | 0.00% | No change | 73,720 | $1.8M |
| Centaurus Financial, Inc. | 0.11% | No change | 69,320 | $1.7M |
| Beck Capital Management, LLC | 0.35% | New | 48,135 | $1.2M |
| WealthPLAN Partners, LLC | 0.14% | Reduce -41.3% | 39,667 | $995K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 35,516 | $891K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 35,516 | $891K |
| Hiley Hunt Wealth Management | 0.44% | New | 32,130 | $806K |
| Old Mission Capital LLC | 0.01% | New | 21,503 | $539K |
| AE Wealth Management LLC | 0.00% | Add +314.5% | 21,145 | $530K |
| Captrust Financial Advisors | 0.00% | No change | 19,850 | $498K |
| Mutual Advisors, LLC | 0.01% | Reduce -81.5% | 19,091 | $479K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 18,413 | $462K |
| Osaic Holdings, Inc. | 0.00% | New | 18,076 | $453K |
| Independent Financial Group, LLC | 0.02% | No change | 17,600 | $441K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -40.3% | 16,587 | $416K |
| Creative Planning | 0.00% | New | 15,709 | $394K |
| Accurate Wealth Management, LLC | 0.07% | New | 15,187 | $379K |
| Fermata Advisors, LLC | 0.07% | New | 14,975 | $376K |
| GeoWealth Management, LLC | 0.02% | Reduce -0.3% | 14,956 | $375K |
| IFG Advisors, LLC | 0.07% | Reduce -48.3% | 14,875 | $373K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 14,138 | $355K |
| HBW Advisory Services LLC | 0.05% | New | 14,040 | $352K |
| Jane Street Group, LLC | 0.00% | New | 10,069 | $253K |
| Townsquare Capital LLC | 0.00% | New | 9,681 | $243K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 9,535 | $239K |
| Cetera Investment Advisers | 0.00% | New | 9,166 | $230K |
| WorthPointe, LLC | 0.10% | Reduce -8.1% | 9,034 | $227K |
| Harbour Investments, Inc. | 0.01% | No change | 8,171 | $203K |
| Winnacle Wealth LLC | 0.13% | New | 5,427 | $136K |
| JPMorgan Chase & Co. | 0.00% | New | 4,989 | $125K |
| IFP Advisors, Inc | 0.00% | No change | 4,000 | $100K |
| Bellwether Advisors, LLC | 0.01% | No change | 2,375 | $60K |
| Sunbelt Securities, Inc. | 0.00% | New | 1,500 | $38K |
| Continuum Advisory, LLC | 0.00% | No change | 1,219 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 1,175 | $30K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 54 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +100.0% | 8 | $201 |
"% of holder's portfolio" is APOC's weight in each manager's 13F, not the share of Inr Eqty Def P ETF - 6 M A/O the manager owns.