Who owns APOC?
Innovator Equity Defined Protection ETF - 6 Mo Apr/Oct · Innovator
52 institutions reported holding APOC, worth $44.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of APOC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Soltis Investment Advisors LLC | St. George, UT | $7.8M | 296,887 | −42,798 shares |
| Pachira Investments Inc. | Dana Point, CA | $6.7M | 253,682 | +4,664 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.2M | 196,336 | +51,108 shares |
| Weaver Capital Management LLC | Suwanee, GA | $2.5M | 99,828 | No change |
| Archer Investment Corp | Carmel, IN | $1.8M | 69,250 | +35,628 shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Westlake, OH | $1.7M | 64,902 | +29,540 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.4M | 52,519 | −13,616 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1000K | 38,036 | −9,479 shares |
| BECK Capital Management, LLC | Austin, TX | $986K | 37,520 | −1,029 shares |
| Lifestyle Asset Management, Inc. | Friendswood, TX | $942K | 35,830 | −1,371 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns APOC?
52 institutional managers reported holding APOC in Form 13F filings for June 30, 2026, worth $44.6M in total. The largest reported position was held by Soltis Investment Advisors LLC, at $7.8M.
Did institutions buy or sell APOC last quarter?
Reported 13F value fell 16.6% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is APOC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.