Who owns APIE
Which tracked institutional funds hold APIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APIE 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
The tracked-fund tape on APIE is one-sided between 2026-Q1 and 2026-Q2: 14 added or opened and 3 trimmed or exited — on balance accumulating.
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
APIE’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APIE 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 42 tracked filers holding APIE, 26 increased or opened the position and 16 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 APIE 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 1
- Founders Financial Alliance, LLC$711K
Full exits 3
- CITADEL ADVISORS LLC$2M
- WEDBUSH SECURITIES INC$2M
- Cambridge Investment Research Advisors, Inc.$742K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$70M
- Envestnet Portfolio Solutions, Inc.$43M
- LPL Financial LLC$6M
- PRINCIPAL SECURITIES, INC.$5M
- Cetera Investment Advisers$4M
- MML INVESTORS SERVICES, LLC$3M
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 ASSET MANAGEMENT INC added | 13,231,884 | $513M | 44.8% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 12,154,559 | $471M | 41.2% | 2026-Q2 |
| LPL Financial LLC added | 1,060,478 | $41M | 3.6% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 756,249 | $29M | 2.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 474,951 | $18M | 1.6% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 252,940 | $10M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 247,724 | $10M | 0.8% | 2026-Q2 |
| &PARTNERS added | 231,306 | $9M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 214,856 | $8M | 0.7% | 2026-Q2 |
| RESOLUTE WEALTH ADVISOR, INC. | 132,128 | $5M | 0.4% | 2026-Q2 |
| Spire Wealth Management added | 94,332 | $4M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,615 | $2M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 53,283 | $2M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 44,843 | $2M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 18,439 | $715K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 18,349 | $711K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,315 | $710K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 18,148 | $703K | 0.1% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 18,029 | $699K | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 17,795 | $690K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 16,060 | $622K | 0.1% | 2026-Q2 |
| Sigma Planning Corp | 12,157 | $471K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 10,478 | $402K | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 10,478 | $402K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 10,080 | $391K | 0.0% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 8,482 | $329K | 0.0% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. trimmed | 5,689 | $221K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 4,239 | $164K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 3,577 | $139K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. added | 3,066 | $119K | 0.0% | 2026-Q2 |
| UBS Group AG added | 2,210 | $86K | 0.0% | 2026-Q2 |
| Pioneer Family Office, LLC | 1,896 | $73K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC new | 1,624 | $63K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,133 | $44K | 0.0% | 2026-Q2 |
| Wellington Grp LLC | 821 | $29K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 658 | $26K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 464 | $18K | 0.0% | 2026-Q2 |
| Crews Bank & Trust new | 310 | $12K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 301 | $12K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 205 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 160 | $6K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 28 | $1K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 55,009 | $2M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WEDBUSH SECURITIES INC added | 45,054 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 21,052 | $742K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC added | 14,034 | $495K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Asset Managemnet, LLC trimmed | 6,407 | $226K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 1,161 | $41K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 67 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 9,699 | $344K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Modern Wealth Management, LLC trimmed | 9,623 | $342K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLAGSTAR ADVISORS INC new | 6,203 | $220K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COURIER CAPITAL LLC | 5,815 | $206K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ROYAL BANK OF CANADA trimmed | 2,281 | $81K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Smartleaf Asset Management LLC new | 1,041 | $37K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC added | 67 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC added | 80,520 | $3M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Merit Financial Group, LLC trimmed | 6,020 | $214K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Global Retirement Partners, LLC added | 4,045 | $144K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FMR LLC new | 2,059 | $73K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Capital Investment Advisory Services, LLC | 1,364 | $48K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 46,280 | $2M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Lion Street Advisors, LLC added | 30,701 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Kestra Investment Management, LLC | 14,774 | $444K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. trimmed | 6,075 | $202K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AE Wealth Management LLC new | 2,249 | $75K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Geneos Wealth Management Inc. trimmed | 1,772 | $59K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,086 | $36K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Fortitude Family Office, LLC trimmed | 185 | $6K | 0.0% | 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.