We are live on ! Find out more
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
SIA
1
Soltis Investment Advisors
Utah
$8.68M -$1.61M -61,460 -15%
PI
2
Pachira Investments
California
$6.36M +$276K +10,516 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.71M -$23.9K -912 -0.6%
AWM
4
AE Wealth Management
Kansas
$3.44M +$1.06M +40,531 +43%
WCM
5
Weaver Capital Management
Georgia
$2.55M -$96.9K -3,695 -4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.77M -$47K -1,793 -3%
HighTower Advisors
7
HighTower Advisors
Illinois
$1.69M -$199K -7,585 -10%
CAG
8
Csenge Advisory Group
Florida
$1.65M +$459K +17,499 +37%
CF
9
Centaurus Financial
California
$1.62M +$7.5K +286 +0.5%
HBS
10
Howard Bailey Securities
Indiana
$1.46M +$460K +17,550 +44%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.21M +$249K +9,487 +25%
WP
12
WealthPLAN Partners
Nebraska
$1.01M – – –
BCM
13
Beck Capital Management
Texas
$985K -$44.6K -1,701 -4%
LAM
14
Lifestyle Asset Management
Texas
$950K -$47.3K -1,805 -5%
OMC
15
Old Mission Capital
Illinois
$940K +$965K +36,808 New
PCA
16
Prosperity Capital Advisors
Ohio
$903K -$20.1K -765 -2%
CW
17
CreativeOne Wealth
Kansas
$875K -$26.6K -1,016 -3%
AIC
18
Archer Investment Corporation
Indiana
$859K +$882K +33,622 New
IFG
19
Independent Financial Group
California
$813K – – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$741K -$393 -15 -0.1%
AFP
21
Ausdal Financial Partners
Iowa
$728K +$460K +17,554 +160%
KWM
22
KFG Wealth Management
Indiana
$720K – – –
SC
23
Sykon Capital
New York
$702K +$231K +8,821 +47%
IWMO
24
Integrated Wealth Management (Ohio)
Ohio
$689K +$188K +7,172 +36%
BCM
25
Brookstone Capital Management
Illinois
$642K -$1.65K -63 -0.2%
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.