Inr Eqty Def P ETF - 6 M A/OAPOCETF

13F holders, Q4 2025 (December 31)
55holders +13
16new positions
8sold out
$26.21avg. 13F price*

At the end of Q4 2025, 55 institutions reported holding Inr Eqty Def P ETF - 6 M A/O (APOC) in their 13F filings, up 13 from Q3 2025. 16 opened new positions and 8 sold out. The largest holders were Raymond James Financial Inc. ($40.5M), Soltis Investment Advisors LLC ($10.5M) and Pachira Investments Inc. ($6.2M).

Company
Inr Eqty Def P ETF - 6 M A/O
Filed as
INNOVATOR ETFS TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions16$7.6M
Exits8$2.3M

All 13F filers, Q3 2025 → Q4 2025: 1,761,147 shares bought and 180,275 shares sold, net +1,580,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 55 holders

Raymond James Financial Inc. 0.01% Add +92.4% 1,547,493 $40.5M
Soltis Investment Advisors LLC 0.69% Add +2532.0% 401,145 $10.5M
Pachira Investments Inc. 3.04% Add +5.0% 238,502 $6.2M
Osaic Holdings, Inc. 0.01% Add +496.8% 146,140 $3.8M
Pinnacle Financial Partners, Inc. 0.02% — 109,242 $2.9M
Weaver Capital Management LLC 0.57% Add +27.6% 103,523 $2.7M
AE Wealth Management LLC 0.01% Add +4616.6% 94,237 $2.5M
HighTower Advisors, LLC 0.00% No change 73,720 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -49.6% 71,295 $1.9M
Centaurus Financial, Inc. 0.08% Add +19.2% 63,070 $1.7M
Csenge Advisory Group 0.06% New 47,122 $1.2M
Beck Capital Management, LLC 0.25% Add +1.5% 40,250 $1.1M
Howard Bailey Securities, LLC 0.41% New 39,779 $1.0M
WealthPLAN Partners, LLC 0.16% No change 39,667 $1.0M
Lifestyle Asset Management, Inc. 0.33% New 39,006 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +147.7% 38,028 $996K
Susquehanna International Group, LLP 0.00% Add +185.8% 36,686 $961K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Add +291.8% 36,127 $947K
CreativeOne Wealth, LLC 0.02% New 35,277 $924K
Independent Financial Group, LLC 0.02% No change 31,850 $835K
Cetera Investment Advisers 0.00% Add +2.4% 29,009 $760K
KFG Wealth Management, LLC 0.10% New 28,177 $738K
Brookstone Capital Management 0.01% New 25,206 $660K
Allworth Financial LP 0.00% New 21,114 $553K
Captrust Financial Advisors 0.00% No change 19,850 $520K
Integrated Wealth Management 0.58% — 19,810 $519K
Sykon Capital LLC 0.16% Add +4.8% 18,658 $489K
Gallagher Fiduciary Advisors, LLC 0.02% Add +7.7% 18,575 $487K
Hiley Hunt Wealth Management 0.19% Reduce -43.1% 15,833 $415K
Creative Planning 0.00% No change 15,709 $412K
Accurate Wealth Management, LLC 0.05% Reduce -4.1% 14,654 $385K
Harbour Investments, Inc. 0.01% Add +62.8% 13,432 $357K
Key Capital Management, INC 0.35% — 13,598 $356K
Centennial Advisors, LLC 0.45% — 13,128 $344K
HBW Advisory Services LLC 0.03% Reduce -1.9% 11,645 $305K
Winnacle Wealth LLC 0.22% Reduce -9.3% 11,074 $299K
Ausdal Financial Partners, Inc. 0.01% Reduce -35.1% 10,939 $287K
IFP Advisors, Inc 0.01% Add +2.9% 10,510 $275K
Wealthgarden F.S. LLC 0.18% New 10,201 $269K
BFI Wealth Solutions, LLC 0.25% — 10,000 $262K
Kestra Advisory Services, LLC 0.00% Add +14.6% 9,793 $257K
Sagespring Wealth Partners, LLC 0.00% No change 9,535 $250K
Envestnet Asset Management Inc. 0.00% New 9,141 $240K
FSA Advisors, Inc. 0.16% New 8,598 $225K
Merit Financial Group, LLC 0.00% New 8,228 $216K
Milestone Asset Management, LLC 0.04% New 8,099 $212K
Lloyd Advisory Services, LLC. 0.07% New 6,977 $183K
Bank of America Corp. 0.00% No change 4,000 $105K
Triumph Capital Management 0.01% New 2,000 $52K
Sunbelt Securities, Inc. 0.00% No change 1,500 $39K
Financial Network Wealth Advisors LLC 0.04% New 1,423 $37K
Networth Advisors, LLC 0.02% — 890 $23K
CoreCap Advisors, LLC 0.00% No change 519 $14K
Steward Partners Investment Advisory, LLC 0.00% New 423 $11K
DHJJ Financial Advisors, Ltd. 0.00% No change 8 $210

"% 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.