INNOVATOR ETFS TRUST (APOC)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders55of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

57th percentile

24 buying24 selling

+8

New

-5

Closed

-1,540,558

Net shares

Ownership Concentration

Top 5: 49.5%Top 10: 65.8%

Soltis Investment Advisors17.3%

Pachira Investments12.7%

OSAIC HOLDINGS,7.4%

AE Wealth Management6.9%

Weaver Capital Management5.1%

Others (50)50.5%

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Conviction-Weighted Ownership

Median weight: 0.08%Avg weight: 0.49%Max: 2.97%High conviction (>1%): 1

Soltis Investment Advisors

Pachira Investments

OSAIC HOLDINGS,

AE Wealth Management

Weaver Capital Management

Cambridge Investment Research Advisors,

HighTower Advisors,

Csenge Advisory Group

CENTAURUS FINANCIAL,

HOWARD BAILEY SECURITIES,

Crowding AnalysisCrowded

Holders55of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

57th percentile

24 buying24 selling

+8

New

-5

Closed

-1,540,558

Net shares

Ownership Concentration

Top 5: 49.5%Top 10: 65.8%

Soltis Investment Advisors17.3%

Pachira Investments12.7%

OSAIC HOLDINGS,7.4%

AE Wealth Management6.9%

Weaver Capital Management5.1%

Others (50)50.5%

Crowding AnalysisCrowded

Holders55of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio1x

57th percentile

24 buying24 selling

+8

New

-5

Closed

-1,540,558

Net shares

Ownership Concentration

Top 5: 49.5%Top 10: 65.8%

Soltis Investment Advisors17.3%

Pachira Investments12.7%

OSAIC HOLDINGS,7.4%

AE Wealth Management6.9%

Weaver Capital Management5.1%

Others (50)50.5%

Institutional Trends (6 Quarters)

No trend data available for this metric.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)