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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Management | Buy | +19,810 | — | 19,810 | $519.09K | Q4 2025 | Mar 03, 2026 |
| Sunbelt Securities, Inc. | Buy | +1,500 | — | 1,500 | $39.30K | Q4 2025 | Feb 20, 2026 |
| Bfi Wealth Solutions, Llc | Buy | +10,000 | — | 10,000 | $262.03K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +1,547,493 | — | 1,547,493 | $40.55M | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +146,140 | — | 146,140 | $3.83M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +36,686 | — | 36,686 | $961.29K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +29,009 | — | 29,009 | $760.13K | Q4 2025 | Feb 17, 2026 |
| Captrust Financial Advisors | Buy | +19,850 | — | 19,850 | $520.14K | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +18,575 | — | 18,575 | $486.73K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +15,709 | — | 15,709 | $411.63K | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +4,000 | — | 4,000 | $104.81K | Q4 2025 | Feb 17, 2026 |
| Centaurus Financial, Inc. | Buy | +63,070 | — | 63,070 | $1.65M | Q4 2025 | Feb 13, 2026 |
| Beck Capital Management, Llc | Buy | +40,250 | — | 40,250 | $1.05M | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +35,277 | — | 35,277 | $924.37K | Q4 2025 | Feb 13, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +10,939 | — | 10,939 | $286.64K | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +9,793 | — | 9,793 | $256.61K | Q4 2025 | Feb 13, 2026 |
| Financial Network Wealth Advisors Llc | Buy | +1,423 | — | 1,423 | $37.29K | Q4 2025 | Feb 13, 2026 |
| Wealthplan Partners, Llc | Buy | +39,667 | — | 39,667 | $1.04M | Q4 2025 | Feb 12, 2026 |
| Commonwealth Equity Services, Llc | Buy | +38,028 | — | 38,028 | $996.46K | Q4 2025 | Feb 12, 2026 |
| Sykon Capital Llc | Buy | +18,658 | — | 18,658 | $488.90K | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | Buy | +2,000 | — | 2,000 | $52.41K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +423 | — | 423 | $11.08K | Q4 2025 | Feb 12, 2026 |
| Howard Bailey Securities, Llc | Buy | +39,779 | — | 39,779 | $1.04M | Q4 2025 | Feb 11, 2026 |
| Lifestyle Asset Management, Inc. | Buy | +39,006 | — | 39,006 | $1.02M | Q4 2025 | Feb 11, 2026 |
| Winnow Wealth Llc | Buy | +11,074 | — | 11,074 | $299.00K | Q4 2025 | Feb 11, 2026 |
| Wealthgarden F.S. Llc | Buy | +10,201 | — | 10,201 | $268.80K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +9,141 | — | 9,141 | $239.53K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +13,432 | — | 13,432 | $356.88K | Q4 2025 | Feb 09, 2026 |
| Hightower Advisors, Llc | Buy | +73,720 | — | 73,720 | $1.93M | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | Buy | +47,122 | — | 47,122 | $1.23M | Q4 2025 | Feb 06, 2026 |
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.