Who owns AAPR
Which tracked institutional funds hold AAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AAPR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened AAPR while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AAPR’s largest tracked holder by dollar value, Legacy CG, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in AAPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 51 tracked filers holding AAPR, 23 increased or opened the position and 15 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AAPR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Legacy CG, LLC$17M
- Selby Wealth Management, LLC$670K
Full exits 2
- CENTAURUS FINANCIAL, INC.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$733K
Largest adds
- Cetera Investment Advisers$406K
- Cypress Wealth Services, LLC$285K
Largest trims
- Kestra Advisory Services, LLC$558K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Legacy CG, LLC new | 592,967 | $17M | 33.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 118,862 | $4M | 6.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 105,989 | $3M | 6.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 47,628 | $1M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 36,601 | $1M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 32,992 | $973K | 1.9% | 2026-Q2 |
| Crown Wealth Group, LLC | 29,483 | $870K | 1.7% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC added | 28,450 | $839K | 1.6% | 2026-Q2 |
| Trek Financial, LLC | 26,832 | $791K | 1.5% | 2026-Q2 |
| KFG WEALTH MANAGEMENT, LLC added | 24,450 | $721K | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 23,203 | $686K | 1.3% | 2026-Q2 |
| Selby Wealth Management, LLC new | 22,700 | $670K | 1.3% | 2026-Q2 |
| World Investment Advisors | 22,896 | $659K | 1.3% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 21,872 | $645K | 1.2% | 2026-Q2 |
| Peak Wealth Management LLC | 20,651 | $609K | 1.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 19,640 | $579K | 1.1% | 2026-Q2 |
| Brookstone Capital Management added | 19,410 | $572K | 1.1% | 2026-Q2 |
| CROSSPOINT FINANCIAL, LLC | 18,875 | $557K | 1.1% | 2026-Q2 |
| Quantinno Capital Management LP | 18,846 | $556K | 1.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 18,846 | $556K | 1.1% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC | 18,475 | $545K | 1.0% | 2026-Q2 |
| Spire Wealth Management added | 17,402 | $513K | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 16,466 | $486K | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 14,363 | $424K | 0.8% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 14,000 | $413K | 0.8% | 2026-Q2 |
| Farther Finance Advisors, LLC | 13,490 | $398K | 0.8% | 2026-Q2 |
| Three Seasons Wealth, LLC | 12,747 | $376K | 0.7% | 2026-Q2 |
| Keystone Wealth Services, LLC | 12,242 | $361K | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,869 | $350K | 0.7% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 10,613 | $313K | 0.6% | 2026-Q2 |
| Visionary Wealth Advisors | 9,630 | $284K | 0.5% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 8,825 | $260K | 0.5% | 2026-Q2 |
| Diligent Investors, LLC added | 8,050 | $237K | 0.5% | 2026-Q2 |
| AE Wealth Management LLC added | 7,062 | $208K | 0.4% | 2026-Q2 |
| Triumph Capital Management | 6,200 | $183K | 0.3% | 2026-Q2 |
| BARCLAYS PLC | 6,145 | $181K | 0.3% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 5,640 | $166K | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 5,270 | $155K | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 5,023 | $148K | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 3,566 | $105K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 3,477 | $103K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 3,342 | $99K | 0.2% | 2026-Q2 |
| PlanVest Financial, Inc | 2,006 | $59K | 0.1% | 2026-Q2 |
| NBZ Investment Advisors LLC | 1,635 | $48K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 1,267 | $37K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 900 | $27K | 0.1% | 2026-Q2 |
| Financial Network Wealth Advisors LLC new | 678 | $20K | 0.0% | 2026-Q2 |
| Archer Investment Corp new | 547 | $16K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 405 | $12K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 401 | $12K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 276 | $8K | 0.0% | 2026-Q2 |
| CENTAURUS FINANCIAL, INC. trimmed | 75,005 | $2M | 4.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,450 | $733K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Foundations Investment Advisors, LLC trimmed | 14,474 | $417K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 10,882 | $313K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| BridgePort Financial Solutions, LLC | 10,437 | $300K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC | 8,726 | $251K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 325 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 186 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Michels Family Financial, LLC | 36,655 | $1M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC added | 11,534 | $328K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 100 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bullseye Investment Management, LLC | 35,879 | $939K | 1.8% | 2025-Q3 stale (3 quarters behind) |
| O'Connor Financial Group LLC | 12,187 | $340K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Bison Wealth, LLC added | 34,931 | $952K | 1.8% | 2025-Q2 stale (4 quarters behind) |
| Comprehensive Financial Consultants Institutional, Inc. trimmed | 20,360 | $555K | 1.1% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 14,431 | $393K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. | 7,782 | $212K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.