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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 2025-09-30, 1,914,244 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
42
13F filers
42
New
7
Added
12
Reduced
14
Sold out
6
Shares held by filers
1,914,244

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC804,477$20.9M0.01%+159,24413F-HRTimelineGroup
Pachira Investments Inc.227,152$5.89M3.31%+9913F-HRTimeline
Cambridge Investment Research Advisors,…141,347$3.66M0.01%+19913F-HRTimeline
Weaver Capital Management LLC81,114$2.1M0.46%-2,47613F-HRTimeline
HighTower Advisors, LLC73,720$1.91M<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.52,899$1.37M0.06%-18,88513F-HRTimeline
WealthPLAN Partners, LLC39,667$1.03M0.15%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC39,644$1.03M0.24%-61113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,850$826K0.02%-75013F-HRTimeline
Cetera Investment Advisers28,321$734K<0.01%-1,20213F-HRTimeline
Hiley Hunt Wealth Management27,833$721K0.34%-80013F-HRTimeline
Pinnacle Financial Partners Inc27,369$709K0.02%+70813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,486$634K<0.01%+2,63113F-HRTimelineGroup
Orion Porfolio Solutions, LLC23,215$602K<0.01%-59,89713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,759$564K<0.01%+12,95413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,850$515K<0.01%013F-HRTimeline
SYKON CAPITAL LLC17,809$462K0.15%+5,00913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…17,245$447K0.02%-2,98913F-HRTimelineGroup
Ausdal Financial Partners, Inc.16,867$437K0.02%+73313F-HRTimeline
Creative Planningin group Creative Planning15,709$407K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC15,351$398K<0.01%-16,77113F-HRTimeline
Accurate Wealth Management, LLC15,286$396K0.05%+16413F-HRTimeline
Soltis Investment Advisors LLC15,241$395K0.03%+7,19513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,836$333K<0.01%-57013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,560$326K<0.01%new13F-HRTimelineGroup
WINNACLE WEALTH LLC12,203$317K0.25%new13F-HRTimeline
HBW ADVISORY SERVICES LLC11,866$308K0.03%-65313F-HRTimeline
Kingsview Wealth Management, LLC11,623$301K<0.01%-1,93713F-HRTimeline
IFP Advisors, Inc10,216$265K0.01%+80013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC9,535$247K<0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …9,220$239K0.01%new13F-HRTimeline
WorthPointe, LLC9,034$234K0.09%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,543$221K<0.01%-32,29213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,250$217K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,698$148K<0.01%-8713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,000$104K<0.01%new13F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,970$103K0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC2,454$63.6K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,998$51.8K<0.01%+68013F-HRTimeline
Sunbelt Securities, Inc.1,500$38.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC519$13.5K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.8$208<0.01%013F-HRTimeline