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Institutional Ownership · SEC Form 13F

Who owns APCB (APCB)


Which tracked institutional funds hold APCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APCB company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

38
Institutional holders
32,860,552
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened APCB while 7 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

APCB’s largest tracked holder by dollar value, Envestnet Portfolio Solutions, Inc., sizes it at 2.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in APCB 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 2025-Q4 and 2026-Q1, across 38 tracked filers holding APCB, 23 increased or opened the position and 14 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 APCB between the 2025-Q4 and 2026-Q1 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 4

  • RESOLUTE WEALTH ADVISOR, INC.$4M
  • Farther Finance Advisors, LLC$2M
  • JANE STREET GROUP, LLC$1M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$501K

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$35M
  • &PARTNERS$1M
  • World Investment Advisors$826K
  • CITADEL ADVISORS LLC$767K
  • MML INVESTORS SERVICES, LLC$639K
  • Cetera Investment Advisers$542K

Largest trims

  • Envestnet Portfolio Solutions, Inc.$32M
  • LPL Financial LLC$4M
  • FLOW TRADERS U.S. LLC$944K
  • Spire Wealth Management$612K
  • Mariner, LLC$416K
  • B. Riley Wealth Advisors, Inc.$283K

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).

FundSharesReported value% of valueQuarter
Envestnet Portfolio Solutions, Inc. trimmed15,315,658$451M46.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added13,586,684$400M41.1%2026-Q1
LPL Financial LLC trimmed1,214,405$36M3.7%2026-Q1
PRINCIPAL SECURITIES, INC. added659,492$19M2.0%2026-Q1
MML INVESTORS SERVICES, LLC added419,046$12M1.3%2026-Q1
Cetera Investment Advisers added209,782$6M0.6%2026-Q1
OSAIC HOLDINGS, INC. added207,165$6M0.6%2026-Q1
&PARTNERS added202,984$6M0.6%2026-Q1
Spire Wealth Management trimmed174,338$5M0.5%2026-Q1
B. Riley Wealth Advisors, Inc. trimmed154,186$5M0.5%2026-Q1
RESOLUTE WEALTH ADVISOR, INC. new152,046$4M0.5%2026-Q1
World Investment Advisors added85,412$3M0.3%2026-Q1
PARK AVENUE SECURITIES LLC added81,201$2M0.2%2026-Q1
WEDBUSH SECURITIES INC added75,853$2M0.2%2026-Q1
Farther Finance Advisors, LLC new72,912$2M0.2%2026-Q1
CITADEL ADVISORS LLC added47,304$1M0.1%2026-Q1
JANE STREET GROUP, LLC trimmed43,666$1M0.1%2026-Q1
Mariner, LLC trimmed22,943$676K0.1%2026-Q1
Financial Sense Advisors, Inc. added21,623$637K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added17,902$527K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,006$501K0.1%2026-Q1
Capital Asset Managemnet, LLC added14,680$432K0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed10,191$300K0.0%2026-Q1
FLOW TRADERS U.S. LLC trimmed9,526$281K0.0%2026-Q1
Pathstone Holdings, LLC8,717$257K0.0%2026-Q1
ASSETMARK, INC added8,432$248K0.0%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new6,931$204K0.0%2026-Q1
Allworth Financial LP3,081$91K0.0%2026-Q1
Pinnacle Bancorp, Inc.2,493$73K0.0%2026-Q1
IFP Advisors, Inc1,351$40K0.0%2026-Q1
MAI Capital Management new1,296$38K0.0%2026-Q1
Wellington Grp LLC added1,282$38K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added675$20K0.0%2026-Q1
MORGAN STANLEY666$20K0.0%2026-Q1
NewEdge Advisors, LLC9,286$9K0.0%2026-Q1
Signature Resources Capital Management, LLC trimmed224$7K0.0%2026-Q1
Signature Equity Partners, LLC59$2K0.0%2026-Q1
UBS Group AG trimmed54$2K0.0%2026-Q1
Lion Street Advisors, LLC added67,239$2M0.2%2025-Q2 stale
GOLDMAN SACHS GROUP INC new30,218$896K0.1%2025-Q2 stale
Merit Financial Group, LLC new23,163$687K0.1%2025-Q2 stale
Kestra Investment Management, LLC19,450$575K0.1%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed18,137$538K0.1%2025-Q2 stale
HRT FINANCIAL LP new14,810$439K0.0%2025-Q4 stale
D.A. DAVIDSON & CO. new11,905$353K0.0%2025-Q2 stale
COURIER CAPITAL LLC trimmed9,542$283K0.0%2025-Q4 stale
First Horizon Advisors, Inc. trimmed5,439$161K0.0%2025-Q2 stale
Kestra Advisory Services, LLC new5,367$159K0.0%2025-Q4 stale
Global Retirement Partners, LLC added4,475$134K0.0%2025-Q3 stale
Pioneer Family Office, LLC new3,940$117K0.0%2025-Q4 stale
CALDWELL SUTTER CAPITAL, INC.3,111$92K0.0%2025-Q1 stale
Geneos Wealth Management Inc. added2,282$68K0.0%2025-Q2 stale
AE Wealth Management LLC new1,968$58K0.0%2025-Q2 stale
ROYAL BANK OF CANADA trimmed1,850$55K0.0%2025-Q4 stale
Financial Gravity Asset Management, Inc. new1,013$30K0.0%2025-Q1 stale
FMR LLC added909$27K0.0%2025-Q3 stale
Capital Investment Advisory Services, LLC476$14K0.0%2025-Q3 stale
Smartleaf Asset Management LLC new450$13K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new406$12K0.0%2025-Q2 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new213$6K0.0%2025-Q1 stale
Fortitude Family Office, LLC trimmed73$2K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership