Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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

57
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

12 tracked funds added or opened APRW while 10 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

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 2025-Q4 and 2026-Q1, across 57 tracked filers holding APRW, 18 increased or opened the position and 30 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 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

  • GTS FINANCIAL, LLC$5M
  • Ausdal Financial Partners, Inc.$2M
  • Westshore Wealth, LLC$884K
  • DIVERSIFY WEALTH MANAGEMENT, LLC$706K

Full exits 4

  • Allianz Investment Management LLC$4M
  • Elevated Capital Advisors, LLC$790K
  • Diversify Advisory Services, LLC$678K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$604K

Largest adds

  • Allianz SE$5M
  • LPL Financial LLC$4M
  • Advyzon Investment Management, LLC$3M
  • Farther Finance Advisors, LLC$2M
  • Guardian Capital, LLC$2M
  • RAYMOND JAMES FINANCIAL INC$2M

Largest trims

  • CENTAURUS FINANCIAL, INC.$1M
  • OSAIC HOLDINGS, INC.$1M
  • MML INVESTORS SERVICES, LLC$1M
  • COMMONWEALTH EQUITY SERVICES, LLC$754K
  • Spire Wealth Management$708K
  • OLD MISSION CAPITAL LLC$542K

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
COMMONWEALTH EQUITY SERVICES, LLC trimmed873,251$31M19.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added413,522$15M9.4%2026-Q1
OSAIC HOLDINGS, INC. trimmed343,757$12M7.8%2026-Q1
LPL Financial LLC added299,396$11M6.8%2026-Q1
Cetera Investment Advisers trimmed220,887$8M5.0%2026-Q1
Allianz SE added148,229$5M3.4%2026-Q1
Advyzon Investment Management, LLC added142,189$5M3.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added137,519$5M3.1%2026-Q1
GTS FINANCIAL, LLC new140,527$5M2.9%2026-Q1
CENTAURUS FINANCIAL, INC. trimmed107,668$4M2.5%2026-Q1
Guardian Capital, LLC added105,827$4M2.4%2026-Q1
World Investment Advisors trimmed87,906$3M2.0%2026-Q1
Kestra Advisory Services, LLC added85,243$3M1.9%2026-Q1
Farther Finance Advisors, LLC added80,327$3M1.8%2026-Q1
Ausdal Financial Partners, Inc. new50,796$2M1.2%2026-Q1
Joseph P. Lucia & Associates, LLC trimmed48,532$2M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed44,691$2M1.0%2026-Q1
Long Island Wealth Management, Inc.36,613$1M0.8%2026-Q1
Compass Advisory Group LLC35,804$1M0.8%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC28,170$997K0.6%2026-Q1
Westshore Wealth, LLC new25,000$884K0.6%2026-Q1
Clear Point Advisors Inc. trimmed23,937$847K0.5%2026-Q1
Focus Financial Network, Inc. trimmed23,888$845K0.5%2026-Q1
Fortis Capital Management LLC22,221$786K0.5%2026-Q1
Accurate Wealth Management, LLC trimmed20,006$720K0.5%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC new19,363$706K0.5%2026-Q1
PFG Advisors added19,793$700K0.5%2026-Q1
MML INVESTORS SERVICES, LLC trimmed18,413$651K0.4%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC17,831$631K0.4%2026-Q1
NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed17,276$611K0.4%2026-Q1
Spire Wealth Management trimmed16,417$581K0.4%2026-Q1
Patriot Financial Group Insurance Agency, LLC added15,838$560K0.4%2026-Q1
Cypress Wealth Services, LLC14,336$507K0.3%2026-Q1
OLD MISSION CAPITAL LLC trimmed13,376$473K0.3%2026-Q1
Stirlingshire Investments, Inc. added11,741$415K0.3%2026-Q1
Mutual Advisors, LLC10,671$377K0.2%2026-Q1
Concurrent Investment Advisors, LLC10,266$363K0.2%2026-Q1
First Heartland Consultants, Inc. trimmed9,427$333K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed9,137$323K0.2%2026-Q1
Castle Rock Wealth Management, LLC added8,975$319K0.2%2026-Q1
Blue Water Asset Management8,468$300K0.2%2026-Q1
LeClair Wealth Partners LLC new8,468$300K0.2%2026-Q1
Grantvest Financial Group LLC trimmed8,283$293K0.2%2026-Q1
Foundations Investment Advisors, LLC6,998$248K0.2%2026-Q1
ROYAL BANK OF CANADA trimmed6,965$246K0.2%2026-Q1
IFP Advisors, Inc6,911$244K0.2%2026-Q1
Walser Wealth Management Company, A Ltd Liability Co6,693$237K0.2%2026-Q1
Forty-three Eighteen Advisors, LLC trimmed6,622$234K0.2%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added6,516$231K0.1%2026-Q1
Rothschild Wealth LLC6,325$224K0.1%2026-Q1
Stonebridge Financial Group, LLC / MO6,300$223K0.1%2026-Q1
DHJJ Financial Advisors, Ltd. trimmed5,428$192K0.1%2026-Q1
AE Wealth Management LLC trimmed4,913$174K0.1%2026-Q1
AdvisorNet Financial, Inc3,775$134K0.1%2026-Q1
Prestige Wealth Management Group LLC1,450$51K0.0%2026-Q1
Financial Network Wealth Advisors LLC1,445$51K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC692$24K0.0%2026-Q1
Allianz Investment Management LLC added104,418$4M2.3%2025-Q4 stale
Certified Advisory Corp trimmed92,235$3M2.0%2025-Q2 stale
Atria Wealth Solutions, Inc. added78,574$3M1.7%2025-Q2 stale
Strategic Blueprint, LLC trimmed64,414$2M1.3%2025-Q1 stale
Virtue Capital Management, LLC new34,971$1M0.7%2025-Q1 stale
Gradient Investments LLC trimmed27,853$953K0.6%2025-Q3 stale
Elevated Capital Advisors, LLC added22,666$790K0.5%2025-Q4 stale
Diversify Advisory Services, LLC19,387$678K0.4%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,335$604K0.4%2025-Q4 stale
Great Lakes Retirement, Inc. trimmed17,473$583K0.4%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. trimmed16,617$554K0.4%2025-Q2 stale
Main Street Financial Solutions, LLC trimmed14,276$498K0.3%2025-Q4 stale
JANE STREET GROUP, LLC trimmed14,115$492K0.3%2025-Q4 stale
Kingsview Wealth Management, LLC new11,343$378K0.2%2025-Q2 stale
Lloyd Advisory Services, LLC. trimmed7,807$272K0.2%2025-Q4 stale
CITADEL ADVISORS LLC trimmed7,829$268K0.2%2025-Q3 stale
Wealth Group, Ltd.6,467$208K0.1%2025-Q1 stale
BARCLAYS PLC added5,444$186K0.1%2025-Q3 stale
Allianz Investment Management U.S. LLC4,000$137K0.1%2025-Q3 stale
BANK OF AMERICA CORP /DE/3,600$120K0.1%2025-Q2 stale
Lord & Richards Wealth Management, LLC new842$27K0.0%2025-Q1 stale
Steward Partners Investment Advisory, LLC725$25K0.0%2025-Q4 stale
Park Square Financial Group, LLC added281$9K0.0%2025-Q2 stale
UBS Group AG trimmed111$4K0.0%2025-Q4 stale
Transce3nd, LLC91$3K0.0%2025-Q2 stale
Quest 10 Wealth Builders, Inc. new83$3K0.0%2025-Q2 stale
CWM, LLC39$1K0.0%2025-Q1 stale
Capital A Wealth Management, LLC new10$3210.0%2025-Q1 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