Inr Eqty Def P ETF - 6 M A/OAPOCETF

13F holders, Q2 2025 (June 30)
41holders −1
11new positions
11sold out
$25.52avg. 13F price*

At the end of Q2 2025, 41 institutions reported holding Inr Eqty Def P ETF - 6 M A/O (APOC) in their 13F filings, down 1 from Q1 2025. 11 opened new positions and 11 sold out. The largest holders were Raymond James Financial Inc. ($16.5M), Pachira Investments Inc. ($5.8M) and Cambridge Investment Research Advisors, Inc. ($3.6M).

Company
Inr Eqty Def P ETF - 6 M A/O
Filed as
INNOVATOR ETFS TRUST (Q2 2025)
CUSIP
45784N882
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q4 2024: 32Q4 2024Q1 2025: 42Q1 2025Q2 2025: 41Q2 2025Q3 2025: 42Q3 2025Q4 2025: 55Q4 2025Q1 2026: 58Q1 2026Q2 2026: 52Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions11$4.1M
Exits11$4.7M

All 13F filers, Q1 2025 → Q2 2025: 754,230 shares bought and 236,695 shares sold, net +517,535 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 41 holders

Raymond James Financial Inc. 0.01% Add +283.2% 645,233 $16.5M
Pachira Investments Inc. 4.38% Add +3.5% 227,053 $5.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.0% 141,148 $3.6M
Weaver Capital Management LLC 0.53% Add +0.8% 83,590 $2.1M
Orion Porfolio Solutions, LLC 0.02% Add +134.0% 83,112 $2.1M
HighTower Advisors, LLC 0.00% No change 73,720 $1.9M
Centaurus Financial, Inc. 0.11% Add +3.5% 71,784 $1.8M
Kestra Advisory Services, LLC 0.01% New 40,835 $1.0M
Beck Capital Management, LLC 0.26% Reduce -16.4% 40,255 $1.0M
WealthPLAN Partners, LLC 0.16% No change 39,667 $1.0M
Independent Financial Group, LLC 0.02% Add +85.2% 32,600 $832K
Commonwealth Equity Services, LLC 0.00% Add +74.5% 32,122 $820K
Cetera Investment Advisers 0.00% Add +222.1% 29,523 $753K
Hiley Hunt Wealth Management 0.37% Reduce -10.9% 28,633 $732K
Pinnacle Financial Partners Inc 0.01% New 26,661 $680K
Osaic Holdings, Inc. 0.00% Add +20.9% 21,855 $558K
Gallagher Fiduciary Advisors, LLC 0.02% New 20,234 $516K
Captrust Financial Advisors 0.00% No change 19,850 $507K
Mutual Advisors, LLC 0.01% Reduce -3.8% 18,374 $472K
Ausdal Financial Partners, Inc. 0.03% Add +14.1% 16,134 $412K
Creative Planning 0.00% No change 15,709 $401K
Silver Oak Securities, Incorporated 0.03% Reduce -5.9% 15,607 $398K
Accurate Wealth Management, LLC 0.06% Reduce -0.4% 15,122 $387K
IFG Advisors, LLC 0.06% No change 14,875 $380K
GeoWealth Management, LLC 0.01% Reduce -9.2% 13,577 $346K
Kingsview Wealth Management, LLC 0.01% New 13,560 $346K
Susquehanna International Group, LLP 0.00% New 13,406 $342K
Sykon Capital LLC 0.12% New 12,800 $327K
HBW Advisory Services LLC 0.04% Reduce -10.8% 12,519 $319K
Sagespring Wealth Partners, LLC 0.01% No change 9,535 $243K
IFP Advisors, Inc 0.01% Add +135.4% 9,416 $240K
WorthPointe, LLC 0.10% No change 9,034 $231K
Goldman Sachs Group Inc. 0.00% New 8,805 $225K
Harbour Investments, Inc. 0.01% Add +1.0% 8,250 $212K
Syon Capital LLC 0.01% New 8,055 $206K
Soltis Investment Advisors LLC 0.02% New 8,046 $205K
Barclays PLC 0.00% New 5,785 $148K
Bellwether Advisors, LLC 0.01% No change 2,375 $61K
AE Wealth Management LLC 0.00% Reduce -93.8% 1,318 $34K
CoreCap Advisors, LLC 0.00% New 519 $13K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $205

"% 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.