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Disclosery

APOC INNOVATOR ETFS TRUST

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ETF (fund)

42 managers (42 13F filers) reported a position in APOC shares at 2025-06-30, 1,890,704 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
42
13F filers
42
New
11
Added
12
Reduced
9
Sold out
11
Shares held by filers
1,890,704

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC645,233$16.5M0.01%+476,84013F-HRTimelineGroup
Pachira Investments Inc.227,053$5.79M4.38%+7,65013F-HRTimeline
Cambridge Investment Research Advisors,…141,148$3.6M0.01%-12,21913F-HRTimeline
Weaver Capital Management LLC83,590$2.13M0.53%+63813F-HRTimeline
Orion Porfolio Solutions, LLC83,112$2.12M0.02%+47,59613F-HR/ATimeline
HighTower Advisors, LLC73,720$1.88M<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.71,784$1.83M0.11%+2,46413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,835$1.04M0.01%new13F-HRTimelineGroup
BECK CAPITAL MANAGEMENT, LLC40,255$1.03M0.26%-7,88013F-HRTimeline
WealthPLAN Partners, LLC39,667$1.01M0.16%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC32,600$832K0.02%+15,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,122$820K<0.01%+13,70913F-HRTimeline
Cetera Investment Advisers29,523$753K<0.01%+20,35713F-HRTimeline
Hiley Hunt Wealth Management28,633$732K0.37%-3,49713F-HRTimeline
Pinnacle Financial Partners Inc26,661$680K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,855$558K<0.01%+3,77913F-HR/ATimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…20,234$516K0.02%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,850$507K<0.01%013F-HRTimeline
Mutual Advisors, LLC18,374$472K0.01%-71713F-HRTimeline
Ausdal Financial Partners, Inc.16,134$412K0.03%+1,99613F-HRTimeline
Creative Planningin group Creative Planning15,709$401K<0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED15,607$398K0.03%-98013F-HRTimeline
Accurate Wealth Management, LLC15,122$387K0.06%-6513F-HRTimeline
IFG Advisors, LLC14,875$380K0.06%013F-HRTimeline
GeoWealth Management, LLC13,577$346K0.01%-1,37913F-HRTimeline
Kingsview Wealth Management, LLC13,560$346K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,406$342K<0.01%new13F-HRTimelineGroup
SYKON CAPITAL LLC12,800$327K0.12%new13F-HRTimeline
HBW ADVISORY SERVICES LLC12,519$319K0.04%-1,52113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,535$243K0.01%013F-HRTimeline
IFP Advisors, Inc9,416$240K0.01%+5,41613F-HRTimeline
WorthPointe, LLC9,034$231K0.1%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,805$225K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,250$212K0.01%+7913F-HRTimeline
SYON CAPITAL LLC8,055$206K0.01%new13F-HRTimeline
Soltis Investment Advisors LLC8,046$205K0.02%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,785$148K<0.01%new13F-HR/ATimelineGroup
Bellwether Advisors, LLC2,375$60.6K0.01%013F-HRTimeline
AE Wealth Management LLC1,318$33.6K<0.01%-19,82713F-HRTimeline
CoreCap Advisors, LLC519$13.2K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.8$205<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.