Skip to content
Disclosery

APOC INNOVATOR ETFS TRUST

Follow

ETF (fund)

43 managers (43 13F filers) reported a position in APOC shares at 2025-03-31, 1,408,685 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
43
13F filers
43
New
20
Added
4
Reduced
8
Sold out
9
Shares held by filers
1,408,685

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Pachira Investments Inc.219,403$5.5M3.87%+13,29613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,393$4.22M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…153,367$3.85M0.01%-184,53413F-HRTimeline
AssuredPartners Investment Advisors, LLC118,018$2.96M0.57%-13213F-HRTimeline
Weaver Capital Management LLC82,952$2.08M0.55%013F-HRTimeline
HighTower Advisors, LLC73,720$1.85M<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.69,320$1.74M0.11%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC48,135$1.21M0.35%new13F-HRTimeline
WealthPLAN Partners, LLC39,667$995K0.14%-27,92213F-HRTimeline
Orion Porfolio Solutions, LLC35,516$891K0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC35,516$891K0.01%new13F-HR/ATimeline
Hiley Hunt Wealth Management32,130$806K0.44%new13F-HRTimeline
OLD MISSION CAPITAL LLC21,503$539K0.01%new13F-HRTimeline
AE Wealth Management LLC21,145$530K<0.01%+16,04413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,850$498K<0.01%013F-HRTimeline
Mutual Advisors, LLC19,091$479K0.01%-83,96213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,413$462K<0.01%+6413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,076$453K<0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC17,600$441K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,587$416K0.04%-11,19813F-HR/ATimeline
Creative Planningin group Creative Planning15,709$394K<0.01%new13F-HRTimelineGroup
Accurate Wealth Management, LLC15,187$379K0.07%new13F-HRTimeline
Fermata Advisors, LLC14,975$376K0.07%new13F-HRTimeline
GeoWealth Management, LLC14,956$375K0.02%-5313F-HRTimeline
IFG Advisors, LLC14,875$373K0.07%-13,89013F-HRTimeline
Ausdal Financial Partners, Inc.14,138$355K0.03%new13F-HRTimeline
HBW ADVISORY SERVICES LLC14,040$352K0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,069$253K<0.01%new13F-HR/ATimelineGroup
TOWNSQUARE CAPITAL LLC9,681$243K<0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,535$239K0.01%new13F-HRTimeline
Cetera Investment Advisers9,166$230K<0.01%new13F-HRTimeline
WorthPointe, LLC9,034$227K0.1%-79613F-HRTimeline
HARBOUR INVESTMENTS, INC.8,171$203K0.01%013F-HRTimeline
WINNACLE WEALTH LLC5,427$136K0.13%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,989$125K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc4,000$100K<0.01%013F-HRTimeline
Bellwether Advisors, LLC2,375$59.6K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,500$37.6K<0.01%new13F-HRTimeline
Continuum Advisory, LLC1,219$30.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,175$29.9K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC54$1.35K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.8$201<0.01%+413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.