Who owns APRW
Which tracked institutional funds hold APRW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APRW company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
19 tracked funds added or opened APRW while 9 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
APRW’s largest tracked holder by dollar value, COMMONWEALTH EQUITY SERVICES, LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APRW 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 66 tracked filers holding APRW, 32 increased or opened the position and 25 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 APRW 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 3
- Perennial Investment Advisors, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Diversify Advisory Services, LLC$719K
Full exits 4
- CENTAURUS FINANCIAL, INC.$4M
- Cambridge Investment Research Advisors, Inc.$2M
- Clear Point Advisors Inc.$847K
- Fortis Capital Management LLC$786K
Largest adds
- Advyzon Investment Management, LLC$3M
- OSAIC HOLDINGS, INC.$3M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- Guardian Capital, LLC$2M
- RAYMOND JAMES FINANCIAL INC$2M
- Ausdal Financial Partners, Inc.$2M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$517K
- Accurate Wealth Management, LLC$311K
- Kestra Advisory Services, LLC$283K
- Patriot Financial Group Insurance Agency, LLC$266K
- OLD MISSION CAPITAL LLC$258K
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 |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC added | 899,288 | $33M | 18.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 438,544 | $16M | 9.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 399,855 | $15M | 8.3% | 2026-Q2 |
| LPL Financial LLC added | 321,559 | $12M | 6.7% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 225,897 | $8M | 4.7% | 2026-Q2 |
| Cetera Investment Advisers added | 222,848 | $8M | 4.6% | 2026-Q2 |
| Allianz SE added | 181,956 | $7M | 3.8% | 2026-Q2 |
| Guardian Capital, LLC added | 150,342 | $6M | 3.1% | 2026-Q2 |
| GTS FINANCIAL, LLC trimmed | 139,885 | $5M | 2.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 117,062 | $4M | 2.4% | 2026-Q2 |
| World Investment Advisors added | 99,380 | $4M | 2.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 91,287 | $3M | 1.9% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 87,456 | $3M | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 73,582 | $3M | 1.5% | 2026-Q2 |
| Perennial Investment Advisors, LLC new | 67,230 | $2M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 63,885 | $2M | 1.3% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 62,250 | $2M | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 51,859 | $2M | 1.1% | 2026-Q2 |
| Long Island Wealth Management, Inc. | 36,613 | $1M | 0.8% | 2026-Q2 |
| Compass Advisory Group LLC trimmed | 35,789 | $1M | 0.7% | 2026-Q2 |
| Focus Financial Network, Inc. added | 29,850 | $1M | 0.6% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 27,197 | $1M | 0.6% | 2026-Q2 |
| Spire Wealth Management added | 26,644 | $990K | 0.6% | 2026-Q2 |
| Midwest Financial Network, LLC trimmed | 24,095 | $895K | 0.5% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 21,296 | $791K | 0.4% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 20,643 | $767K | 0.4% | 2026-Q2 |
| PFG Advisors added | 20,630 | $766K | 0.4% | 2026-Q2 |
| Westshore Wealth, LLC trimmed | 20,046 | $745K | 0.4% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 19,346 | $719K | 0.4% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 19,346 | $719K | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 18,743 | $696K | 0.4% | 2026-Q2 |
| Cypress Wealth Services, LLC | 14,336 | $532K | 0.3% | 2026-Q2 |
| Main Street Financial Solutions, LLC trimmed | 13,976 | $519K | 0.3% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 12,035 | $447K | 0.3% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 11,292 | $419K | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 11,070 | $411K | 0.2% | 2026-Q2 |
| Accurate Wealth Management, LLC trimmed | 10,977 | $409K | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 10,643 | $395K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 10,131 | $376K | 0.2% | 2026-Q2 |
| Castle Rock Wealth Management, LLC | 8,975 | $333K | 0.2% | 2026-Q2 |
| Summit Financial, LLC new | 8,700 | $323K | 0.2% | 2026-Q2 |
| Advus Financial Partners, LLC trimmed | 8,296 | $308K | 0.2% | 2026-Q2 |
| Grantvest Financial Group LLC | 8,283 | $308K | 0.2% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. new | 8,194 | $304K | 0.2% | 2026-Q2 |
| Blue Water Asset Management trimmed | 8,056 | $299K | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 7,919 | $294K | 0.2% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 7,823 | $291K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA | 6,965 | $259K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 6,911 | $257K | 0.1% | 2026-Q2 |
| Walser Wealth Management Company, A Ltd Liability Co | 6,693 | $249K | 0.1% | 2026-Q2 |
| Forty-three Eighteen Advisors, LLC | 6,622 | $246K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 6,426 | $239K | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO | 6,300 | $234K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 5,800 | $215K | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 5,512 | $205K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 5,428 | $202K | 0.1% | 2026-Q2 |
| Glenview Trust Co new | 5,387 | $200K | 0.1% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 4,874 | $181K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc | 3,775 | $140K | 0.1% | 2026-Q2 |
| Prestige Wealth Management Group LLC | 1,450 | $54K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 1,445 | $54K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 850 | $32K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 692 | $26K | 0.0% | 2026-Q2 |
| Archer Investment Corp new | 134 | $5K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 81 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 1 | $19 | 0.0% | 2026-Q2 |
| CENTAURUS FINANCIAL, INC. trimmed | 107,668 | $4M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 44,691 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Clear Point Advisors Inc. trimmed | 23,937 | $847K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Fortis Capital Management LLC | 22,221 | $786K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| LeClair Wealth Partners LLC new | 8,468 | $300K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 104,418 | $4M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| Elevated Capital Advisors, LLC added | 22,666 | $790K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 14,115 | $492K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Steward Partners Investment Advisory, LLC | 725 | $25K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 111 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Gradient Investments LLC trimmed | 27,853 | $953K | 0.5% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 7,829 | $268K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| BARCLAYS PLC added | 5,444 | $186K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 4,000 | $137K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Certified Advisory Corp trimmed | 92,235 | $3M | 1.7% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. added | 78,574 | $3M | 1.5% | 2025-Q2 stale (4 quarters behind) |
| Great Lakes Retirement, Inc. trimmed | 17,473 | $583K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 16,617 | $554K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| Kingsview Wealth Management, LLC new | 11,343 | $378K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ | 3,600 | $120K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Park Square Financial Group, LLC added | 281 | $9K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Transce3nd, LLC | 91 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Quest 10 Wealth Builders, Inc. new | 83 | $3K | 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.