APOC

Innovator Equity Defined Protection ETF - 6mo Apr/Oct

41 hedge funds and large institutions have $34.9M invested in Innovator Equity Defined Protection ETF - 6mo Apr/Oct in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
4
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PI
1
Pachira Investments
California
$5.5M +$334K +13,296 +6%
Raymond James Financial
2
Raymond James Financial
Florida
$4.22M +$4.22M +168,393 New
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.85M -$4.63M -184,534 -55%
AIA
4
AssuredPartners Investment Advisors
Florida
$2.96M -$3.31K -132 -0.1%
WCM
5
Weaver Capital Management
Georgia
$2.08M
HighTower Advisors
6
HighTower Advisors
Illinois
$1.85M
CF
7
Centaurus Financial
California
$1.74M
BCM
8
Beck Capital Management
Texas
$1.21M +$1.21M +48,135 New
WP
9
WealthPLAN Partners
Nebraska
$995K -$700K -27,922 -41%
BCI
10
Brinker Capital Investments
Pennsylvania
$891K +$891K +35,516 New
OPS
11
Orion Portfolio Solutions
Nebraska
$891K +$891K +35,516 New
HHWM
12
Hiley Hunt Wealth Management
Nebraska
$806K +$806K +32,130 New
OMC
13
Old Mission Capital
Illinois
$539K +$539K +21,503 New
AWM
14
AE Wealth Management
Kansas
$530K +$402K +16,044 +315%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$498K
MA
16
Mutual Advisors
Nebraska
$479K -$2.11M -83,962 -81%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$462K +$1.61K +64 +0.3%
Osaic Holdings
18
Osaic Holdings
Arizona
$453K +$453K +18,076 New
SOS
19
Silver Oak Securities
Tennessee
$416K -$281K -11,198 -40%
Creative Planning
20
Creative Planning
Kansas
$394K +$394K +15,709 New
AWM
21
Accurate Wealth Management
Florida
$379K +$379K +15,187 New
FA
22
Fermata Advisors
California
$376K +$376K +14,975 New
GM
23
GeoWealth Management
Illinois
$375K -$1.33K -53 -0.4%
IA
24
IFG Advisors
Missouri
$373K -$348K -13,890 -48%
AFP
25
Ausdal Financial Partners
Iowa
$355K +$355K +14,138 New