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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. trimmed | 15,315,658 | $451M | 46.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 13,586,684 | $400M | 41.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,214,405 | $36M | 3.7% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 659,492 | $19M | 2.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 419,046 | $12M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 209,782 | $6M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 207,165 | $6M | 0.6% | 2026-Q1 |
| &PARTNERS added | 202,984 | $6M | 0.6% | 2026-Q1 |
| Spire Wealth Management trimmed | 174,338 | $5M | 0.5% | 2026-Q1 |
| B. Riley Wealth Advisors, Inc. trimmed | 154,186 | $5M | 0.5% | 2026-Q1 |
| RESOLUTE WEALTH ADVISOR, INC. new | 152,046 | $4M | 0.5% | 2026-Q1 |
| World Investment Advisors added | 85,412 | $3M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 81,201 | $2M | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 75,853 | $2M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 72,912 | $2M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 47,304 | $1M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 43,666 | $1M | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 22,943 | $676K | 0.1% | 2026-Q1 |
| Financial Sense Advisors, Inc. added | 21,623 | $637K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 17,902 | $527K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,006 | $501K | 0.1% | 2026-Q1 |
| Capital Asset Managemnet, LLC added | 14,680 | $432K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 10,191 | $300K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 9,526 | $281K | 0.0% | 2026-Q1 |
| Pathstone Holdings, LLC | 8,717 | $257K | 0.0% | 2026-Q1 |
| ASSETMARK, INC added | 8,432 | $248K | 0.0% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 6,931 | $204K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 3,081 | $91K | 0.0% | 2026-Q1 |
| Pinnacle Bancorp, Inc. | 2,493 | $73K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 1,351 | $40K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 1,296 | $38K | 0.0% | 2026-Q1 |
| Wellington Grp LLC added | 1,282 | $38K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 675 | $20K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 666 | $20K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC | 9,286 | $9K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC trimmed | 224 | $7K | 0.0% | 2026-Q1 |
| Signature Equity Partners, LLC | 59 | $2K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 54 | $2K | 0.0% | 2026-Q1 |
| Lion Street Advisors, LLC added | 67,239 | $2M | 0.2% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 30,218 | $896K | 0.1% | 2025-Q2 stale |
| Merit Financial Group, LLC new | 23,163 | $687K | 0.1% | 2025-Q2 stale |
| Kestra Investment Management, LLC | 19,450 | $575K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 18,137 | $538K | 0.1% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 14,810 | $439K | 0.0% | 2025-Q4 stale |
| D.A. DAVIDSON & CO. new | 11,905 | $353K | 0.0% | 2025-Q2 stale |
| COURIER CAPITAL LLC trimmed | 9,542 | $283K | 0.0% | 2025-Q4 stale |
| First Horizon Advisors, Inc. trimmed | 5,439 | $161K | 0.0% | 2025-Q2 stale |
| Kestra Advisory Services, LLC new | 5,367 | $159K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 4,475 | $134K | 0.0% | 2025-Q3 stale |
| Pioneer Family Office, LLC new | 3,940 | $117K | 0.0% | 2025-Q4 stale |
| CALDWELL SUTTER CAPITAL, INC. | 3,111 | $92K | 0.0% | 2025-Q1 stale |
| Geneos Wealth Management Inc. added | 2,282 | $68K | 0.0% | 2025-Q2 stale |
| AE Wealth Management LLC new | 1,968 | $58K | 0.0% | 2025-Q2 stale |
| ROYAL BANK OF CANADA trimmed | 1,850 | $55K | 0.0% | 2025-Q4 stale |
| Financial Gravity Asset Management, Inc. new | 1,013 | $30K | 0.0% | 2025-Q1 stale |
| FMR LLC added | 909 | $27K | 0.0% | 2025-Q3 stale |
| Capital Investment Advisory Services, LLC | 476 | $14K | 0.0% | 2025-Q3 stale |
| Smartleaf Asset Management LLC new | 450 | $13K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 406 | $12K | 0.0% | 2025-Q2 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 213 | $6K | 0.0% | 2025-Q1 stale |
| Fortitude Family Office, LLC trimmed | 73 | $2K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.