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APOC INNOVATOR ETFS TRUST

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ETF (fund)

33 managers (33 13F filers) reported a position in APOC shares at 2024-12-31, 3,601,931 shares in all. 31 filers opened a position and 0 filers sold out during the quarter.

Managers
33
13F filers
33
New
31
Added
0
Reduced
0
Sold out
0
Shares held by filers
3,601,931

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC753,533$19.2M1.78%new13F-HRTimeline
VanWeelden Wealth Management, LLC727,865$18.5M16.75%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC714,770$18.2M0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…337,901$8.61M0.03%new13F-HRTimeline
Pachira Investments Inc.206,107$5.25M3.22%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC118,150$3.01M0.59%13F-HRTimeline
Mutual Advisors, LLC103,053$2.63M0.08%new13F-HRTimeline
Weaver Capital Management LLC82,952$2.11M0.59%new13F-HRTimeline
Kingsview Wealth Management, LLC75,509$1.92M0.04%new13F-HRTimeline
HighTower Advisors, LLC73,720$1.88M<0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.69,320$1.76M0.11%new13F-HRTimeline
WealthPLAN Partners, LLC67,589$1.72M0.24%new13F-HRTimeline
Dynamic Advisor Solutions LLC34,002$866K0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,927$737K<0.01%new13F-HRTimelineGroup
IFG Advisors, LLC28,765$733K0.15%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED27,785$708K0.07%new13F-HRTimeline
WealthPlan Investment Management, LLC22,242$566K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,850$505K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,349$467K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,600$448K0.01%new13F-HRTimeline
Maxwell Wealth Strategies Inc.15,709$400K0.16%new13F-HRTimeline
GeoWealth Management, LLC15,009$382K0.01%new13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,338$289K0.06%new13F-HRTimelineGroup
WorthPointe, LLC9,830$250K0.1%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,171$203K0.01%new13F-HRTimeline
AE Wealth Management LLC5,101$130K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,000$102K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC2,375$60.5K0.01%new13F-HRTimeline
Continuum Advisory, LLC1,219$31K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,175$29.9K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG11$280<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.4$102<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.