INR EQTY DEF P ETF - 6 M A/O (APOC) Institutional Ownership Changes & 13F Activity

INR EQTY DEF P ETF - 6 M A/O (APOC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Osaic Holdings, Inc., Hightower Advisors, Llc, Centaurus Financial, Inc., and Csenge Advisory Group.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth ManagementBuy+19,810—19,810$519.09KQ4 2025Mar 03, 2026
Sunbelt Securities, Inc.Buy+1,500—1,500$39.30KQ4 2025Feb 20, 2026
Bfi Wealth Solutions, LlcBuy+10,000—10,000$262.03KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+1,547,493—1,547,493$40.55MQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+146,140—146,140$3.83MQ4 2025Feb 17, 2026
Susquehanna International Group, LlpBuy+36,686—36,686$961.29KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+29,009—29,009$760.13KQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+19,850—19,850$520.14KQ4 2025Feb 17, 2026
Gallagher Fiduciary Advisors, LlcBuy+18,575—18,575$486.73KQ4 2025Feb 17, 2026
Creative PlanningBuy+15,709—15,709$411.63KQ4 2025Feb 17, 2026
Bank Of America CorpBuy+4,000—4,000$104.81KQ4 2025Feb 17, 2026
Centaurus Financial, Inc.Buy+63,070—63,070$1.65MQ4 2025Feb 13, 2026
Beck Capital Management, LlcBuy+40,250—40,250$1.05MQ4 2025Feb 13, 2026
Creativeone Wealth, LlcBuy+35,277—35,277$924.37KQ4 2025Feb 13, 2026
Ausdal Financial Partners, Inc.Buy+10,939—10,939$286.64KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+9,793—9,793$256.61KQ4 2025Feb 13, 2026
Financial Network Wealth Advisors LlcBuy+1,423—1,423$37.29KQ4 2025Feb 13, 2026
Wealthplan Partners, LlcBuy+39,667—39,667$1.04MQ4 2025Feb 12, 2026
Commonwealth Equity Services, LlcBuy+38,028—38,028$996.46KQ4 2025Feb 12, 2026
Sykon Capital LlcBuy+18,658—18,658$488.90KQ4 2025Feb 12, 2026
Triumph Capital ManagementBuy+2,000—2,000$52.41KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+423—423$11.08KQ4 2025Feb 12, 2026
Howard Bailey Securities, LlcBuy+39,779—39,779$1.04MQ4 2025Feb 11, 2026
Lifestyle Asset Management, Inc.Buy+39,006—39,006$1.02MQ4 2025Feb 11, 2026
Winnow Wealth LlcBuy+11,074—11,074$299.00KQ4 2025Feb 11, 2026
Wealthgarden F.S. LlcBuy+10,201—10,201$268.80KQ4 2025Feb 11, 2026
Envestnet Asset Management IncBuy+9,141—9,141$239.53KQ4 2025Feb 10, 2026
Harbour Investments, Inc.Buy+13,432—13,432$356.88KQ4 2025Feb 09, 2026
Hightower Advisors, LlcBuy+73,720—73,720$1.93MQ4 2025Feb 06, 2026
Csenge Advisory GroupBuy+47,122—47,122$1.23MQ4 2025Feb 06, 2026
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Frequently asked questions about APOC activity

  • Which institutional owners are buying APOC?

    Institutional owners buying APOC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in APOC activity?

    "Buy" means an investor increased their reported position in APOC compared to the prior reporting period. This reflects growing exposure to INR EQTY DEF P ETF - 6 M A/O (APOC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in APOC increasing?

    Institutional interest in APOC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.