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APOC

Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC

58 hedge funds and large institutions have $53.5M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 55 → 58 (+3)

12.23% less ownership

Funds ownership: 80.32% → 68.09% (-12%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

44% less capital invested

Capital invested by funds: $95.2M → $53.5M (-$41.8M)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$1.06M
2
OMC
Old Mission Capital
Illinois
+$965K
3
AIC
Archer Investment Corporation
Indiana
+$882K
4
AFP
Ausdal Financial Partners
Iowa
+$460K
5
HBS
Howard Bailey Securities
Indiana
+$460K

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$40.2M
2
PFPG
Pinnacle Financial Partners (Georgia)
Georgia
-$2.86M
3
SIA
Soltis Investment Advisors
Utah
-$1.61M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$311K
5
HI
Harbour Investments
Wisconsin
-$310K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$634K -$311K -11,843 -32%
KCM
27
Key Capital Management
Tennessee
$554K +$213K +8,102 +60%
AF
28
Allworth Financial
California
$539K – – –
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$507K – – –
GFA
30
Gallagher Fiduciary Advisors
Illinois
$474K – – –
CA
31
Centennial Advisors
Texas
$438K +$105K +4,021 +31%
Raymond James Financial
32
Raymond James Financial
Florida
$426K -$40.2M -1,530,829 -99%
Creative Planning
33
Creative Planning
Kansas
$401K – – –
HHWM
34
Hiley Hunt Wealth Management
Nebraska
$399K -$5.25K -200 -1%
FA
35
FSA Advisors
Michigan
$336K +$119K +4,552 +53%
HAS
36
HBW Advisory Services
California
$294K -$3.28K -125 -1%
AWM
37
Accurate Wealth Management
Florida
$272K -$110K -4,190 -29%
IA
38
IFP Advisors
Florida
$269K +$262 +10 +0.1%
WFS
39
WealthGarden F.S.
California
$261K – – –
BWS
40
BFI Wealth Solutions
Texas
$259K – – –
KAS
41
Kestra Advisory Services
Texas
$248K -$1.89K -72 -0.7%
WW
42
Winnow Wealth
Texas
$246K -$38K -1,448 -13%
SWP
43
Sagespring Wealth Partners
Tennessee
$244K – – –
MFG
44
Merit Financial Group
Georgia
$226K +$16.8K +639 +8%
JP Morgan Chase
45
JP Morgan Chase
New York
$214K +$218K +8,299 New
MAM
46
Milestone Asset Management
Pennsylvania
$208K +$1.07K +41 +0.5%
ASN
47
Advisory Services Network
Georgia
$81.3K +$83.5K +3,184 New
TCM
48
Triumph Capital Management
Colorado
$51.1K – – –
MCM
49
MAI Capital Management
Ohio
$48.5K +$49.8K +1,900 New
HI
50
Harbour Investments
Wisconsin
$41.1K -$310K -11,823 -88%
1
2
3

APOC Hedge Fund Activity: Q1 2026 in Review

58 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) for Q1 2026, worth a combined $53.5M — down 44% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new APOC positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.06M. The largest seller was Raymond James Financial, cutting an estimated $40.2M.

  • 58 institutional investors held Innovator Equity Defined Protection ETF - 6mo Apr/Oct (APOC) as of Q1 2026, up from 55 in Q4 2025.
  • Funds reported $53.5M of Innovator Equity Defined Protection ETF - 6mo Apr/Oct stock for Q1 2026, down 44% quarter-over-quarter.
  • 8 funds opened new Innovator Equity Defined Protection ETF - 6mo Apr/Oct positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct buyer in Q1 2026 was AE Wealth Management, an estimated $1.06M added.
  • The largest Innovator Equity Defined Protection ETF - 6mo Apr/Oct seller in Q1 2026 was Raymond James Financial, an estimated $40.2M sold.

Based on aggregated 13F filings for Q1 2026.