INNOVATOR ETFS TRUST (APOC)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
49
Reporting holders
$43.1M
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Soltis Investment Advisors LLC | $7.8M | 296,887 | 0.43% | 5q | -12.6%-$1.1M |
| Pachira Investments Inc. | $6.7M | 253,682 | 2.52% | 7q | +1.9%+$122.6K |
| OSAIC HOLDINGS, INC. | $5.2M | 196,336 | 0.01% | 6q | +35.2%+$1.3M |
| Weaver Capital Management LLC | $2.5M | 99,828 | 0.56% | 7q | HELD |
| Archer Investment Corp | $1.8M | 69,250 | 0.18% | 2q | +106.0%+$936.3K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.7M | 64,902 | 0.08% | 4q | +83.5%+$776.3K |
| HighTower Advisors, LLC | $1.4M | 52,519 | 0.00% | 7q | -20.6%-$357.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $999.5K | 38,036 | 0.00% | 7q | -19.9%-$249.1K |
| BECK CAPITAL MANAGEMENT, LLC | $986.0K | 37,520 | 0.18% | 6q | -2.7%-$27.0K |
| Lifestyle Asset Management, Inc. | $941.6K | 35,830 | 0.25% | 3q | -3.7%-$36.0K |
| Cetera Investment Advisers | $842.9K | 32,076 | 0.00% | 6q | +10.6%+$81.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $837.0K | 31,850 | 0.02% | 6q | HELD |
| SYKON CAPITAL LLC | $777.5K | 29,586 | 0.24% | 5q | +7.7%+$55.4K |
| Ausdal Financial Partners, Inc. | $748.0K | 28,464 | 0.03% | 6q | HELD |
| KFG WEALTH MANAGEMENT, LLC | $747.7K | 28,451 | 0.08% | 3q | +1.0%+$7.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $726.8K | 27,657 | 0.00% | 5q | +11.3%+$73.9K |
| RAYMOND JAMES FINANCIAL INC | $724.4K | 27,565 | 0.00% | 6q | +65.4%+$286.5K |
| Brookstone Capital Management | $648.8K | 24,688 | 0.01% | 3q | -1.8%-$12.0K |
| OLD MISSION CAPITAL LLC | $621.0K | 23,631 | 0.01% | 2q | -35.8%-$346.3K |
| CAPTRUST FINANCIAL ADVISORS | $563.7K | 21,451 | 0.00% | 7q | +8.1%+$42.1K |
| Allworth Financial LP | $554.9K | 21,114 | 0.00% | 3q | HELD |
| Merit Financial Group, LLC | $466.2K | 17,742 | 0.00% | 3q | +100.1%+$233.2K |
| Gallagher Fiduciary Advisors, LLC | $448.1K | 17,051 | 0.01% | 5q | -8.2%-$40.0K |
| Creative Planning | $412.8K | 15,709 | 0.00% | 6q | HELD |
| Hiley Hunt Wealth Management | $398.1K | 15,148 | 0.16% | 6q | -3.1%-$12.7K |
| CreativeOne Wealth, LLC | $376.8K | 14,340 | 0.01% | 3q | -58.1%-$523.5K |
| HBW ADVISORY SERVICES LLC | $293.7K | 11,175 | 0.03% | 6q | -3.0%-$9.1K |
| Kestra Advisory Services, LLC | $281.7K | 10,721 | 0.00% | 5q | +10.3%+$26.3K |
| KELLY FINANCIAL GROUP LLC | $279.2K | 10,625 | 0.06% | new | NEW |
| IFP Advisors, Inc | $273.8K | 10,420 | 0.00% | 7q | -1.0%-$2.6K |
| WEALTHGARDEN F.S. LLC | $267.6K | 10,183 | 0.15% | 3q | HELD |
| Carmel Capital Partners, LLC | $263.4K | 10,025 | 0.09% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $260.5K | 9,914 | 0.00% | 7q | +516.2%+$218.2K |
| WINNACLE WEALTH LLC | $252.9K | 9,626 | 0.17% | 4q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $250.6K | 9,535 | 0.00% | 6q | HELD |
| CITADEL ADVISORS LLC | $234.9K | 8,937 | 0.00% | new | NEW |
| BFI Wealth Solutions, LLC | $205.0K | 7,800 | 0.15% | 3q | -22.0%-$57.8K |
| Accurate Wealth Management, LLC | $203.5K | 7,726 | 0.02% | 6q | -26.2%-$72.1K |
| AE Wealth Management LLC | $53.8K | 2,047 | 0.00% | 7q | -98.5%-$3.5M |
| Financial Network Wealth Advisors LLC | $37.4K | 1,423 | 0.04% | 3q | HELD |
| Continuum Advisory, LLC | $32.0K | 1,219 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $13.6K | 519 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $11.1K | 423 | 0.00% | 3q | HELD |
| SHP Wealth Management | $10.7K | 406 | 0.00% | new | NEW |
| Key Capital Management, INC | $4.9K | 186 | 0.00% | 3q | -99.1%-$565.4K |
| CENTRAL TRUST Co | $4.0K | 151 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $2.0K | 78 | 0.00% | 2q | -99.1%-$215.7K |
| CENTAURUS FINANCIAL, INC. | $826 | 31,442 | 0.03% | 7q | -50.4% |
| Cambridge Investment Research Advisors, Inc. | $484 | 18,426 | 0.00% | 7q | -73.5%-$1.3K |
| BARCLAYS PLC | $447 | 17 | 0.00% | 2q | HELD |
| HRT FINANCIAL LP | $401 | 15,289 | 0.00% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $211 | 8 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 49 | $43.1M | 1,644,477 | 6 | 13 | 17 | 0.0% |
| Q1 2026 | 56 | $50.1M | 1,960,999 | 8 | 14 | 16 | 0.0% |
| Q4 2025 | 53 | $91.7M | 3,500,050 | 16 | 16 | 5 | 0.0% |
| Q3 2025 | 39 | $44.2M | 1,704,647 | 7 | 10 | 12 | 0.0% |
| Q2 2025 | 38 | $42.0M | 1,645,650 | 11 | 10 | 7 | 0.0% |
| Q1 2025 | 39 | $29.3M | 1,167,585 | 20 | 3 | 5 | 0.0% |
| Q4 2024 | 28 | $80.4M | 3,158,761 | 27 | 0 | 0 | 0.0% |