Skip to content
Disclosery

APOC INNOVATOR ETFS TRUST

Follow

ETF (fund)

52 managers (52 13F filers) reported a position in APOC shares at 2026-06-30, 1,656,925 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
52
13F filers
52
New
7
Added
13
Reduced
21
Sold out
13
Shares held by filers
1,656,925

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Soltis Investment Advisors LLC296,887$7.8M0.45%-42,79813F-HRTimeline
Pachira Investments Inc.253,682$6.67M2.52%+4,66413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.196,336$5.16M0.01%+51,10813F-HRTimelineGroup
Weaver Capital Management LLC99,828$2.55M0.56%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …64,902$1.71M0.08%+29,54013F-HRTimeline
HighTower Advisors, LLC52,519$1.38M<0.01%-13,61613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,036$1000K<0.01%-9,47913F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC37,520$986K0.18%-1,02913F-HRTimeline
Lifestyle Asset Management, Inc.35,830$942K0.25%-1,37113F-HRTimeline
Archer Investment Corp34,625$910K0.17%+1,00313F-HR/ATimeline
Cetera Investment Advisers32,076$843K<0.01%+3,08213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,850$837K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.31,442$826K0.03%-31,91413F-HRTimeline
SYKON CAPITAL LLC29,586$777K0.24%+2,10713F-HRTimeline
Ausdal Financial Partners, Inc.28,464$748K0.03%-2913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC28,451$748K0.08%+27413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,657$727K<0.01%+2,81413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,565$724K<0.01%+10,90113F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management24,688$649K0.01%-45513F-HRTimelineGroup
OLD MISSION CAPITAL LLC23,631$621K0.02%-13,17713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,451$564K<0.01%+1,60113F-HRTimeline
Allworth Financial LP21,114$555K<0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…17,051$448K0.01%-1,52413F-HRTimelineGroup
Creative Planningin group Creative Planning15,709$413K<0.01%013F-HRTimelineGroup
HRT FINANCIAL LP15,289$401K<0.01%new13F-HRTimeline
Hiley Hunt Wealth Management15,148$398K0.16%-48513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,340$377K0.01%-19,92113F-HRTimelineGroup
HBW ADVISORY SERVICES LLC11,175$294K0.03%-34513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,721$282K<0.01%+1,00013F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC10,625$279K0.06%new13F-HRTimeline
IFP Advisors, Inc10,420$274K<0.01%-10013F-HRTimeline
WEALTHGARDEN F.S. LLC10,183$268K0.15%-1813F-HRTimeline
Carmel Capital Partners, LLC10,025$263K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.9,914$261K<0.01%+8,30513F-HRTimeline
WINNACLE WEALTH LLC9,626$253K0.17%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,535$251K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…9,213$242K<0.01%-60,28913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,937$235K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC8,871$233K<0.01%+413F-HR/ATimeline
BFI Wealth Solutions, LLC7,800$205K0.15%-2,20013F-HRTimeline
Accurate Wealth Management, LLC7,726$204K0.02%-2,73813F-HRTimeline
AE Wealth Management LLC2,047$53.8K<0.01%-132,72113F-HRTimeline
Financial Network Wealth Advisors LLC1,423$37.4K0.04%013F-HRTimeline
Continuum Advisory, LLC1,219$32K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC519$13.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…423$11.1K<0.01%013F-HRTimeline
SHP Wealth Management406$10.7K<0.01%new13F-HRTimeline
Key Capital Management, INC186$4.89K<0.01%-21,51413F-HRTimeline
CENTRAL TRUST Co151$3.97K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO78$2.05K<0.01%-8,22113F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC17$447<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.8$211<0.01%013F-HRTimeline