APOC Institutional Ownership & Shareholders
INR EQTY DEF P ETF - 6 M A/O (APOC) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $45.07M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Soltis Investment Advisors Llc is currently the largest disclosed institutional shareholder of APOC tracked by InsiderSet, reporting ownership valued at approximately $10.13M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.15M, representing an estimated gain of +0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed APOC value among the investors covered in this analysis. Major shareholders include Soltis Investment Advisors Llc, Pachira Investments Inc., Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INR EQTY DEF P ETF - 6 M A/O (APOC).
This page ranks the largest institutional APOC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
49
Total Reported Value
$45.07M
Largest Holder
Soltis Investment Advisors Llc
Largest Position
$10.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Soltis Investment Advisors Llc | 0.47% | 380,268 | $10,130,338 | $10,149,353 | +$19,015 | +0.19% | |
| Pachira Investments Inc. | 2.40% | 281,682 | $7,504,008 | $7,518,093 | +$14,085 | +0.19% | |
| Osaic Holdings, Inc. | 0.01% | 196,336 | $5,159,641 | $5,240,208 | +$80,567 | +1.56% | |
| Weaver Capital Management Llc | 0.46% | 91,625 | $2,440,890 | $2,445,471 | +$4,581 | +0.19% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.08% | 59,962 | $1,597,388 | $1,600,386 | +$2,998 | +0.19% | |
| Beck Capital Management, Llc | 0.18% | 37,520 | $985,978 | $1,001,409 | +$15,431 | +1.57% | |
| Archer Investment Corp | 0.17% | 34,625 | $909,910 | $924,141 | +$14,231 | +1.56% | |
| Lifestyle Asset Management, Inc. | 0.22% | 33,978 | $905,170 | $906,873 | +$1,703 | +0.19% | |
| Cetera Investment Advisers | 0.00% | 32,076 | $842,925 | $856,108 | +$13,183 | +1.56% | |
| Centaurus Financial, Inc. | 0.03% | 31,442 | $826,000 | $839,187 | +$13,187 | +1.60% | |
| Sykon Capital Llc | 0.24% | 29,586 | $777,491 | $789,650 | +$12,159 | +1.56% | |
| Ausdal Financial Partners, Inc. | 0.03% | 28,464 | $748,005 | $759,704 | +$11,699 | +1.56% | |
| Kfg Wealth Management, Llc | 0.08% | 27,433 | $730,815 | $732,187 | +$1,372 | +0.19% | |
| Susquehanna International Group, Llp | 0.00% | 27,657 | $726,799 | $738,165 | +$11,366 | +1.56% | |
| Raymond James Financial Inc | 0.00% | 27,565 | $724,381 | $735,710 | +$11,329 | +1.56% | |
| Brookstone Capital Management | 0.01% | 24,543 | $653,826 | $655,053 | +$1,227 | +0.19% | |
| Old Mission Capital Llc | 0.02% | 23,631 | $620,999 | $630,711 | +$9,712 | +1.56% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,915 | $611,859 | $611,601 | -$258 | -0.04% | |
| Independent Financial Group, Llc | 0.01% | 21,850 | $582,084 | $583,177 | +$1,093 | +0.19% | |
| Captrust Financial Advisors | 0.00% | 21,451 | $563,711 | $572,527 | +$8,816 | +1.56% | |
| Allworth Financial Lp | 0.00% | 21,114 | $554,855 | $563,533 | +$8,678 | +1.56% | |
| Hiley Hunt Wealth Management | 0.19% | 18,715 | $498,568 | $499,503 | +$935 | +0.19% | |
| Broussard Financial Group Llc | 0.37% | 18,622 | $496,090 | $497,021 | +$931 | +0.19% | |
| Gallagher Fiduciary Advisors, Llc | 0.01% | 17,051 | $448,083 | $455,091 | +$7,008 | +1.56% | |
| Creative Planning | 0.00% | 15,709 | $418,488 | $419,273 | +$785 | +0.19% | |
| Hrt Financial Lp | 0.00% | 15,289 | $401,000 | $408,063 | +$7,063 | +1.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,047 | $400,850 | $401,604 | +$754 | +0.19% | |
| Chicago Partners Investment Group Llc | 0.01% | 14,807 | $395,279 | $395,199 | -$80 | -0.02% | |
| Maia Wealth Llc | 0.05% | 14,669 | $390,782 | $391,516 | +$734 | +0.19% | |
| Creativeone Wealth, Llc | 0.01% | 14,340 | $376,841 | $382,735 | +$5,894 | +1.56% | |
| Kestra Advisory Services, Llc | 0.00% | 10,721 | $285,607 | $286,143 | +$536 | +0.19% | |
| Kelly Financial Group Llc | 0.07% | 10,625 | $283,050 | $283,581 | +$531 | +0.19% | |
| Ifp Advisors, Inc | 0.00% | 10,269 | $273,566 | $274,080 | +$514 | +0.19% | |
| Wealthgarden F.S. Llc | 0.15% | 10,183 | $267,599 | $271,784 | +$4,185 | +1.56% | |
| Carmel Capital Partners, Llc | 0.09% | 10,025 | $263,447 | $267,567 | +$4,120 | +1.56% | |
| Harbour Investments, Inc. | 0.00% | 9,914 | $260,530 | $264,605 | +$4,075 | +1.56% | |
| Sagespring Wealth Partners, Llc | 0.00% | 9,535 | $254,007 | $254,489 | +$482 | +0.19% | |
| Citadel Advisors Llc | 0.00% | 8,937 | $234,855 | $238,529 | +$3,674 | +1.56% | |
| Merit Financial Group, Llc | 0.00% | 8,871 | $233,121 | $236,767 | +$3,646 | +1.56% | |
| Bfi Wealth Solutions, Llc | 0.14% | 7,799 | $207,765 | $208,155 | +$390 | +0.19% | |
| Continuum Advisory, Llc | 0.00% | 1,219 | $32,034 | $32,535 | +$501 | +1.56% | |
| Corecap Advisors, Llc | 0.00% | 519 | $13,826 | $13,852 | +$26 | +0.19% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 423 | $11,116 | $11,290 | +$174 | +1.56% | |
| Shp Wealth Management | 0.00% | 406 | $10,669 | $10,836 | +$167 | +1.57% | |
| Key Capital Management, Inc | 0.00% | 186 | $4,888 | $4,964 | +$76 | +1.56% | |
| Central Trust Co | 0.00% | 151 | $3,969 | $4,030 | +$61 | +1.54% | |
| Jpmorgan Chase & Co | 0.00% | 78 | $2,047 | $2,082 | +$35 | +1.70% | |
| Barclays Plc | 0.00% | 17 | $447 | $454 | +$7 | +1.51% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 8 | $214 | $214 | -$0 | -0.22% |
Frequently asked questions about APOC
Who are the largest institutional holders of APOC?
The largest institutional holders of APOC reported in the latest SEC Form 13F filings include Soltis Investment Advisors Llc, Pachira Investments Inc., Osaic Holdings, Inc., Weaver Capital Management Llc, and C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors. InsiderSet ranks institutional holders by their latest reported APOC position.
What is APOC institutional ownership?
This page tracks APOC positions reported by institutional investment managers through SEC Form 13F. INR EQTY DEF P ETF - 6 M A/O (APOC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own APOC?
InsiderSet currently tracks 49 institutional managers reporting APOC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of APOC shareholders.
How much APOC stock do institutions own?
Institutional investment managers disclosed approximately $45.07M in APOC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was APOC institutional ownership last updated?
The latest APOC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional APOC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its APOC position after the reporting date.
Are institutions buying or selling APOC?
Institutional buying and selling can be analyzed by comparing APOC positions across consecutive 13F reporting periods. InsiderSet's APOC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View APOC ownership changes.
How has APOC institutional ownership changed over time?
InsiderSet tracks APOC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.