Who owns APRZ
Which tracked institutional funds hold APRZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APRZ company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
2 tracked funds added or opened APRZ while 1 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
APRZ’s largest tracked holder by dollar value, TrueMark Investments, LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APRZ 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 16 tracked filers holding APRZ, 5 increased or opened the position and 5 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 APRZ 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.
Largest adds
- TrueMark Investments, LLC$18M
- Weaver Consulting Group$421K
Largest trims
- OLD MISSION CAPITAL LLC$530K
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 |
|---|---|---|---|---|
| TrueMark Investments, LLC added | 648,781 | $26M | 84.5% | 2026-Q2 |
| Weaver Consulting Group trimmed | 101,235 | $4M | 13.2% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC trimmed | 6,483 | $259K | 0.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 6,071 | $242K | 0.8% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,564 | $62K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 1,250 | $50K | 0.2% | 2026-Q2 |
| Arax Advisory Partners | 1,194 | $48K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 443 | $18K | 0.1% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 410 | $16K | 0.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC | 281 | $11K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 207 | $8K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 93 | $4K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 64 | $3K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 24 | $958 | 0.0% | 2026-Q2 |
| Lloyd Advisory Services, LLC. trimmed | 7 | $275 | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 2 | $80 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 27 | $1K | 0.0% | 2025-Q4 stale (2 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.