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Institutional Ownership · SEC Form 13F

Who owns APIE (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

42
Institutional holders
28,319,723
Shares held (tracked funds)

How the tape is positioned

9 tracked funds added or opened APIE while 8 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

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 2025-Q4 and 2026-Q1, across 42 tracked filers holding APIE, 24 increased or opened the position and 19 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 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 2

  • RESOLUTE WEALTH ADVISOR, INC.$5M
  • Farther Finance Advisors, LLC$2M

Largest adds

  • ENVESTNET ASSET MANAGEMENT INC$30M
  • CITADEL ADVISORS LLC$1M
  • PRINCIPAL SECURITIES, INC.$785K
  • World Investment Advisors$693K
  • MML INVESTORS SERVICES, LLC$670K
  • Cetera Investment Advisers$538K

Largest trims

  • Envestnet Portfolio Solutions, Inc.$46M
  • LPL Financial LLC$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
  • OSAIC HOLDINGS, INC.$1M
  • B. Riley Wealth Advisors, Inc.$696K
  • NewEdge Advisors, LLC$554K

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 ASSET MANAGEMENT INC added12,565,436$443M44.0%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed12,147,990$428M42.6%2026-Q1
LPL Financial LLC trimmed1,001,712$35M3.5%2026-Q1
PRINCIPAL SECURITIES, INC. added694,896$24M2.4%2026-Q1
MML INVESTORS SERVICES, LLC added439,764$16M1.5%2026-Q1
&PARTNERS added228,561$8M0.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed215,217$8M0.8%2026-Q1
B. Riley Wealth Advisors, Inc. trimmed211,473$7M0.7%2026-Q1
Cetera Investment Advisers added166,098$6M0.6%2026-Q1
RESOLUTE WEALTH ADVISOR, INC. new132,128$5M0.5%2026-Q1
Spire Wealth Management trimmed82,079$3M0.3%2026-Q1
Farther Finance Advisors, LLC new56,432$2M0.2%2026-Q1
CITADEL ADVISORS LLC added55,009$2M0.2%2026-Q1
World Investment Advisors trimmed45,362$2M0.2%2026-Q1
WEDBUSH SECURITIES INC added45,054$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed35,916$1M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed21,052$742K0.1%2026-Q1
Mariner, LLC trimmed20,440$721K0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added18,699$659K0.1%2026-Q1
Financial Sense Advisors, Inc. trimmed18,271$644K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added17,868$630K0.1%2026-Q1
Kestra Advisory Services, LLC added14,034$495K0.0%2026-Q1
Sigma Planning Corp added12,157$429K0.0%2026-Q1
JANE STREET GROUP, LLC trimmed8,710$307K0.0%2026-Q1
QRG CAPITAL MANAGEMENT, INC. new7,247$255K0.0%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added6,591$243K0.0%2026-Q1
Capital Asset Managemnet, LLC trimmed6,407$226K0.0%2026-Q1
ASSETMARK, INC added5,907$208K0.0%2026-Q1
FSA WEALTH PARTNERS, INC. new5,894$208K0.0%2026-Q1
Allworth Financial LP trimmed4,838$171K0.0%2026-Q1
MORGAN STANLEY2,914$103K0.0%2026-Q1
Pinnacle Bancorp, Inc.2,134$75K0.0%2026-Q1
Pioneer Family Office, LLC1,896$67K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added1,820$64K0.0%2026-Q1
MAI Capital Management new1,161$41K0.0%2026-Q1
Wellington Grp LLC added821$29K0.0%2026-Q1
UBS Group AG added815$29K0.0%2026-Q1
Signature Resources Capital Management, LLC added464$16K0.0%2026-Q1
NewEdge Advisors, LLC16,060$16K0.0%2026-Q1
IFP Advisors, Inc301$11K0.0%2026-Q1
Ascentis Independent Advisors new67$2K0.0%2026-Q1
Signature Equity Partners, LLC28$9870.0%2026-Q1
PARK AVENUE SECURITIES LLC added80,520$3M0.3%2025-Q3 stale
Atria Wealth Solutions, Inc. trimmed46,280$2M0.2%2025-Q2 stale
Lion Street Advisors, LLC added30,701$1M0.1%2025-Q2 stale
Kestra Investment Management, LLC14,774$444K0.0%2025-Q2 stale
HRT FINANCIAL LP added9,699$344K0.0%2025-Q4 stale
Modern Wealth Management, LLC trimmed9,623$342K0.0%2025-Q4 stale
FLAGSTAR ADVISORS INC new6,203$220K0.0%2025-Q4 stale
Merit Financial Group, LLC trimmed6,020$214K0.0%2025-Q3 stale
COURIER CAPITAL LLC5,815$206K0.0%2025-Q4 stale
First Horizon Advisors, Inc. trimmed6,075$202K0.0%2025-Q2 stale
Global Retirement Partners, LLC added4,045$144K0.0%2025-Q3 stale
ROYAL BANK OF CANADA trimmed2,281$81K0.0%2025-Q4 stale
AE Wealth Management LLC new2,249$75K0.0%2025-Q2 stale
FMR LLC added2,059$73K0.0%2025-Q3 stale
BANK OF AMERICA CORP /DE/ trimmed2,300$69K0.0%2025-Q1 stale
Geneos Wealth Management Inc. trimmed1,772$59K0.0%2025-Q2 stale
CALDWELL SUTTER CAPITAL, INC.1,841$55K0.0%2025-Q1 stale
Capital Investment Advisory Services, LLC1,364$48K0.0%2025-Q3 stale
Smartleaf Asset Management LLC new1,041$37K0.0%2025-Q4 stale
RAYMOND JAMES FINANCIAL INC new1,086$36K0.0%2025-Q2 stale
Financial Gravity Asset Management, Inc. new1,186$36K0.0%2025-Q1 stale
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed597$18K0.0%2025-Q1 stale
Fortitude Family Office, LLC trimmed185$6K0.0%2025-Q2 stale
ORG Partners LLC added67$2K0.0%2025-Q4 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.

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