Innovator ETFs Trust - APOC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,547,493 | 40,549 | 0.01% | 0.01% | 1 | +743,016 | 92.36% | Q4 2025 | Feb 18, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 401,145 | 10,511 | 0.69% | 0.03% | 2 | +385,904 | 2532.01% | Q4 2025 | Apr 02, 2026 |
| Pachira Investments Inc. | History | Added to | 238,502 | 6,249 | 3.04% | 3.31% | 3 | +11,350 | 5.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 146,140 | 3,828 | 0.01% | 0.0% | 4 | +121,654 | 496.83% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 109,242 | 2,862 | 0.02% | — | 5 | +109,242 | New | Q4 2025 | Feb 18, 2026 |
| Weaver Capital Management LLC | History | Added to | 103,523 | 2,712 | 0.57% | 0.45% | 6 | +22,409 | 27.63% | Q4 2025 | Jan 22, 2026 |
| AE Wealth Management LLC | History | Added to | 94,237 | 2,469 | 0.01% | 0.0% | 7 | +92,239 | 4616.57% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | No change | 73,720 | 1,931 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 71,295 | 1,868 | 0.0% | 0.01% | 9 | -70,052 | -49.56% | Q4 2025 | Feb 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 63,070 | 1,653 | 0.08% | 0.06% | 10 | +10,171 | 19.23% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | New | 47,122 | 1,234 | 0.06% | — | 11 | +47,122 | New | Q4 2025 | Feb 06, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 40,250 | 1,054 | 0.25% | 0.24% | 12 | +606 | 1.53% | Q4 2025 | Feb 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 39,779 | 1,042 | 0.41% | — | 13 | +39,779 | New | Q4 2025 | Feb 11, 2026 |
| WealthPLAN Partners, LLC | History | No change | 39,667 | 1,039 | 0.16% | 0.15% | 14 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 39,006 | 1,022 | 0.33% | — | 15 | +39,006 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 38,028 | 996 | 0.0% | 0.0% | 16 | +22,677 | 147.72% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 36,686 | 961 | 0.0% | 0.0% | 17 | +23,850 | 185.81% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 36,127 | 946 | 0.06% | 0.01% | 18 | +26,907 | 291.83% | Q4 2025 | Jan 20, 2026 |
| CreativeOne Wealth, LLC | History | New | 35,277 | 924 | 0.02% | — | 19 | +35,277 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 29,009 | 760 | 0.0% | 0.0% | 20 | +688 | 2.43% | Q4 2025 | Feb 17, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | New | 28,177 | 738 | 0.1% | — | 21 | +28,177 | New | Q4 2025 | Jan 21, 2026 |
| Brookstone Capital Management | History | New | 25,206 | 660 | 0.01% | — | 22 | +25,206 | New | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 21,114 | 553 | 0.0% | — | 23 | +21,114 | New | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 19,850 | 520 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Management | History | New | 19,810 | 519 | 0.58% | — | 25 | +19,810 | New | Q4 2025 | Mar 03, 2026 |
| SYKON CAPITAL LLC | History | Added to | 18,658 | 488 | 0.16% | 0.15% | 26 | +849 | 4.77% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 18,575 | 486 | 0.02% | 0.02% | 27 | +1,330 | 7.71% | Q4 2025 | Feb 17, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 15,833 | 414 | 0.19% | 0.34% | 28 | -12,000 | -43.11% | Q4 2025 | Jan 06, 2026 |
| Creative Planning | History | No change | 15,709 | 411 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 14,654 | 385 | 0.05% | 0.05% | 30 | -632 | -4.13% | Q4 2025 | Jan 14, 2026 |
| Key Capital Management, INC | History | New | 13,598 | 356 | 0.35% | — | 32 | +13,598 | New | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,432 | 356 | 0.01% | 0.0% | 31 | +5,182 | 62.81% | Q4 2025 | Feb 09, 2026 |
| Centennial Advisors, LLC | History | New | 13,128 | 343 | 0.45% | — | 33 | +13,128 | New | Q4 2025 | Jan 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 11,645 | 305 | 0.03% | 0.03% | 34 | -221 | -1.86% | Q4 2025 | Jan 23, 2026 |
| WINNOW WEALTH LLC | History | Reduced | 11,074 | 298 | 0.22% | 0.25% | 35 | -1,129 | -9.25% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,939 | 286 | 0.01% | 0.02% | 36 | -5,928 | -35.15% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 10,510 | 275 | 0.01% | 0.01% | 37 | +294 | 2.88% | Q4 2025 | Feb 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | New | 10,201 | 268 | 0.18% | — | 38 | +10,201 | New | Q4 2025 | Feb 11, 2026 |
| BFI Wealth Solutions, LLC | History | New | 10,000 | 262 | 0.25% | — | 39 | +10,000 | New | Q4 2025 | Feb 19, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,793 | 256 | 0.0% | 0.0% | 40 | +1,250 | 14.63% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 9,535 | 249 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,141 | 239 | 0.0% | — | 42 | +9,141 | New | Q4 2025 | Feb 10, 2026 |
| FSA Advisors, Inc. | History | New | 8,598 | 225 | 0.16% | — | 43 | +8,598 | New | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | New | 8,228 | 215 | 0.0% | — | 44 | +8,228 | New | Q4 2025 | Jan 26, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 8,099 | 212 | 0.04% | — | 45 | +8,099 | New | Q4 2025 | Jan 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 6,977 | 182 | 0.07% | — | 46 | +6,977 | New | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,000 | 104 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 2,000 | 52 | 0.01% | — | 48 | +2,000 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,500 | 39 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 1,423 | 37 | 0.04% | — | 50 | +1,423 | New | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 890 | 23 | 0.02% | — | 51 | +890 | New | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | No change | 519 | 13 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 423 | 11 | 0.0% | — | 53 | +423 | New | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,215 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,623 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WorthPointe, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,034 | -100.0% | Q3 2025 | Oct 17, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,698 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,970 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,454 | -100.0% | Q3 2025 | Nov 18, 2025 |
| DHJJ Financial Advisors, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |