Inr Eqty Def P ETF - 6 M A/OAPOCETF

13F holders, Q1 2026 (March 31)
58holders +3
8new positions
5sold out
$25.54avg. 13F price*

At the end of Q1 2026, 58 institutions reported holding Inr Eqty Def P ETF - 6 M A/O (APOC) in their 13F filings, up 3 from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Soltis Investment Advisors LLC ($8.7M), Pachira Investments Inc. ($6.4M) and Osaic Holdings, Inc. ($3.7M).

Company
Inr Eqty Def P ETF - 6 M A/O
Filed as
INNOVATOR ETFS TRUST (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$2.2M
Exits5$3.4M

All 13F filers, Q4 2025 → Q1 2026: 231,642 shares bought and 1,772,200 shares sold, net −1,540,558 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 58 holders

Soltis Investment Advisors LLC 0.56% Reduce -15.3% 339,685 $8.7M
Pachira Investments Inc. 2.97% Add +4.4% 249,018 $6.4M
Osaic Holdings, Inc. 0.01% Reduce -0.6% 145,228 $3.7M
AE Wealth Management LLC 0.02% Add +43.0% 134,768 $3.4M
Weaver Capital Management LLC 0.55% Reduce -3.6% 99,828 $2.5M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.5% 69,502 $1.8M
HighTower Advisors, LLC 0.00% Reduce -10.3% 66,135 $1.7M
Csenge Advisory Group 0.08% Add +37.1% 64,621 $1.7M
Centaurus Financial, Inc. 0.08% Add +0.5% 63,356 $1.6M
Howard Bailey Securities, LLC 0.60% Add +44.1% 57,329 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +24.9% 47,515 $1.2M
WealthPLAN Partners, LLC 0.20% No change 39,667 $1.0M
Beck Capital Management, LLC 0.23% Reduce -4.2% 38,549 $985K
Lifestyle Asset Management, Inc. 0.31% Reduce -4.6% 37,201 $950K
Old Mission Capital LLC 0.02% New 36,808 $940K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Reduce -2.1% 35,362 $903K
CreativeOne Wealth, LLC 0.02% Reduce -2.9% 34,261 $875K
Archer Investment Corp 0.18% New 33,622 $859K
Independent Financial Group, LLC 0.02% No change 31,850 $813K
Cetera Investment Advisers 0.00% Reduce -0.1% 28,994 $741K
Ausdal Financial Partners, Inc. 0.03% Add +160.5% 28,493 $728K
KFG Wealth Management, LLC 0.09% No change 28,177 $720K
Sykon Capital LLC 0.23% Add +47.3% 27,479 $702K
Integrated Wealth Management 0.79% Add +36.2% 26,982 $689K
Brookstone Capital Management 0.01% Reduce -0.3% 25,143 $642K
Susquehanna International Group, LLP 0.00% Reduce -32.3% 24,843 $634K
Key Capital Management, INC 0.37% Add +59.6% 21,700 $554K
Allworth Financial LP 0.00% No change 21,114 $539K
Captrust Financial Advisors 0.00% No change 19,850 $507K
Gallagher Fiduciary Advisors, LLC 0.02% No change 18,575 $474K
Centennial Advisors, LLC 0.56% Add +30.6% 17,149 $438K
Raymond James Financial Inc. 0.00% Reduce -98.9% 16,664 $426K
Creative Planning 0.00% No change 15,709 $401K
Hiley Hunt Wealth Management 0.18% Reduce -1.3% 15,633 $399K
FSA Advisors, Inc. 0.22% Add +52.9% 13,150 $336K
HBW Advisory Services LLC 0.03% Reduce -1.1% 11,520 $294K
Accurate Wealth Management, LLC 0.03% Reduce -28.6% 10,464 $272K
IFP Advisors, Inc 0.01% Add +0.1% 10,520 $269K
Wealthgarden F.S. LLC 0.18% No change 10,201 $261K
BFI Wealth Solutions, LLC 0.25% No change 10,000 $259K
Kestra Advisory Services, LLC 0.00% Reduce -0.7% 9,721 $248K
Winnacle Wealth LLC 0.19% Reduce -13.1% 9,626 $246K
Sagespring Wealth Partners, LLC 0.00% No change 9,535 $244K
Merit Financial Group, LLC 0.00% Add +7.8% 8,867 $226K
JPMorgan Chase & Co. 0.00% New 8,299 $214K
Milestone Asset Management, LLC 0.04% Add +0.5% 8,140 $208K
Advisory Services Network, LLC 0.00% New 3,184 $81K
Triumph Capital Management 0.01% No change 2,000 $51K
MAI Capital Management 0.00% New 1,900 $49K
Harbour Investments, Inc. 0.00% Reduce -88.0% 1,609 $41K
Financial Network Wealth Advisors LLC 0.04% No change 1,423 $36K
Networth Advisors, LLC 0.02% Add +37.2% 1,221 $31K
CoreCap Advisors, LLC 0.00% No change 519 $13K
IFG Advisory, LLC 0.04% New 500 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 423 $11K
Cullen/Frost Bankers, Inc. 0.00% New 200 $5K
Barclays PLC 0.00% New 17 $434
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.