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Disclosery

APOC INNOVATOR ETFS TRUST

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ETF (fund)

58 managers (58 13F filers) reported a position in APOC shares at 2026-03-31, 2,093,857 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
58
New
8
Added
16
Reduced
19
Sold out
5
Shares held by filers
2,093,857

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Soltis Investment Advisors LLC339,685$8.68M0.56%-61,46013F-HRTimeline
Pachira Investments Inc.249,018$6.36M2.97%+10,51613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.145,228$3.71M0.01%-91213F-HRTimelineGroup
AE Wealth Management LLC134,768$3.44M0.02%+40,53113F-HRTimeline
Weaver Capital Management LLC99,828$2.55M0.55%-3,69513F-HRTimeline
Cambridge Investment Research Advisors,…69,502$1.77M<0.01%-1,79313F-HRTimeline
HighTower Advisors, LLC66,135$1.69M<0.01%-7,58513F-HRTimeline
Csenge Advisory Group64,621$1.65M0.08%+17,49913F-HRTimeline
CENTAURUS FINANCIAL, INC.63,356$1.62M0.08%+28613F-HRTimeline
HOWARD BAILEY SECURITIES, LLC57,329$1.46M0.6%+17,55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC47,515$1.21M<0.01%+9,48713F-HRTimeline
WealthPLAN Partners, LLC39,667$1.01M0.2%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC38,549$985K0.23%-1,70113F-HRTimeline
Lifestyle Asset Management, Inc.37,201$950K0.31%-1,80513F-HRTimeline
OLD MISSION CAPITAL LLC36,808$940K0.02%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …35,362$903K0.05%-76513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,261$875K0.02%-1,01613F-HRTimelineGroup
Archer Investment Corp33,622$859K0.18%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC31,850$813K0.02%013F-HR/ATimeline
Cetera Investment Advisers28,994$741K<0.01%-1513F-HRTimeline
Ausdal Financial Partners, Inc.28,493$728K0.03%+17,55413F-HRTimeline
KFG WEALTH MANAGEMENT, LLC28,177$720K0.09%013F-HRTimeline
SYKON CAPITAL LLC27,479$702K0.23%+8,82113F-HRTimeline
Integrated Wealth Management26,982$689K0.79%+7,17213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,143$642K0.01%-6313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,843$634K<0.01%-11,84313F-HRTimelineGroup
Key Capital Management, INC21,700$554K0.37%+8,10213F-HRTimeline
Allworth Financial LP21,114$539K<0.01%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,850$507K<0.01%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…18,575$474K0.02%013F-HRTimelineGroup
Centennial Advisors, LLC17,149$438K0.56%+4,02113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,664$426K<0.01%-1,530,82913F-HRTimelineGroup
Creative Planningin group Creative Planning15,709$401K<0.01%013F-HRTimelineGroup
Hiley Hunt Wealth Management15,633$399K0.18%-20013F-HRTimeline
FSA Advisors, Inc.13,150$336K0.22%+4,55213F-HRTimeline
HBW ADVISORY SERVICES LLC11,520$294K0.03%-12513F-HRTimeline
Accurate Wealth Management, LLC10,464$272K0.03%-4,19013F-HRTimeline
IFP Advisors, Inc10,520$269K0.01%+1013F-HRTimeline
WEALTHGARDEN F.S. LLC10,201$261K0.18%013F-HRTimeline
BFI Wealth Solutions, LLC10,000$259K0.25%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,721$248K<0.01%-7213F-HRTimelineGroup
WINNACLE WEALTH LLC9,626$246K0.19%-1,44813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC9,535$244K<0.01%013F-HRTimeline
Merit Financial Group, LLC8,867$226K<0.01%+63913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,299$214K<0.01%new13F-HR/ATimelineGroup
MILESTONE ASSET MANAGEMENT, LLC8,140$208K0.04%+4113F-HRTimeline
Advisory Services Network, LLC3,184$81.3K<0.01%new13F-HRTimeline
Triumph Capital Management2,000$51.1K0.01%013F-HRTimeline
MAI Capital Management1,900$48.5K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,609$41.1K<0.01%-11,82313F-HRTimeline
Financial Network Wealth Advisors LLC1,423$36.3K0.04%013F-HRTimeline
Networth Advisors, LLC1,221$31.2K0.02%+33113F-HRTimeline
CoreCap Advisors, LLC519$13.3K<0.01%013F-HRTimeline
IFG Advisory, LLC500$12.8K0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…423$10.8K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.200$5.11K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC17$434<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.8$205<0.01%013F-HRTimeline