Who owns APUE
Which tracked institutional funds hold APUE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See APUE 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 APUE is one-sided between 2026-Q1 and 2026-Q2: 19 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
APUE’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in APUE 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 59 tracked filers holding APUE, 31 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 APUE 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
- Founders Financial Alliance, LLC$2M
- NewEdge Advisors, LLC$1M
- Diversify Advisory Services, LLC$924K
Full exits 3
- WEDBUSH SECURITIES INC$4M
- Cambridge Investment Research Advisors, Inc.$2M
- Kestra Advisory Services, LLC$862K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$198M
- Envestnet Portfolio Solutions, Inc.$144M
- LPL Financial LLC$17M
- PRINCIPAL SECURITIES, INC.$14M
- Cetera Investment Advisers$9M
- MML INVESTORS SERVICES, LLC$7M
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 | 26,302,868 | $1.2B | 44.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 24,743,201 | $1.1B | 41.9% | 2026-Q2 |
| LPL Financial LLC added | 2,063,015 | $95M | 3.5% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 1,483,929 | $69M | 2.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 921,857 | $43M | 1.6% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. added | 510,969 | $23M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 485,560 | $22M | 0.8% | 2026-Q2 |
| &PARTNERS trimmed | 440,357 | $21M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 404,246 | $19M | 0.7% | 2026-Q2 |
| RESOLUTE WEALTH ADVISOR, INC. | 271,164 | $11M | 0.4% | 2026-Q2 |
| Spire Wealth Management added | 190,401 | $9M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 115,006 | $5M | 0.2% | 2026-Q2 |
| World Investment Advisors trimmed | 89,234 | $4M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 42,012 | $2M | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 37,229 | $2M | 0.1% | 2026-Q2 |
| Financial Sense Advisors, Inc. trimmed | 36,205 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC | 29,221 | $1M | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 27,747 | $1M | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 25,935 | $1M | 0.0% | 2026-Q2 |
| Sigma Planning Corp added | 22,118 | $1M | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 22,090 | $1M | 0.0% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 20,243 | $924K | 0.0% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 20,243 | $924K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 17,723 | $819K | 0.0% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 17,114 | $791K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 16,879 | $780K | 0.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 15,037 | $695K | 0.0% | 2026-Q2 |
| Capital Asset Managemnet, LLC trimmed | 14,064 | $650K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 13,363 | $613K | 0.0% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. trimmed | 12,885 | $595K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 12,658 | $585K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 11,499 | $531K | 0.0% | 2026-Q2 |
| COURIER CAPITAL LLC | 10,666 | $493K | 0.0% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC | 10,058 | $465K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 8,938 | $413K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 7,073 | $327K | 0.0% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 6,567 | $303K | 0.0% | 2026-Q2 |
| Brookstone Capital Management new | 6,190 | $286K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. added | 6,001 | $277K | 0.0% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 5,252 | $243K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC | 5,045 | $233K | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 4,905 | $227K | 0.0% | 2026-Q2 |
| Spinnaker Investment Group, LLC trimmed | 4,865 | $225K | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC new | 4,846 | $224K | 0.0% | 2026-Q2 |
| Pioneer Family Office, LLC | 4,045 | $187K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC new | 3,809 | $176K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 3,029 | $140K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 2,371 | $110K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,370 | $109K | 0.0% | 2026-Q2 |
| Wellington Grp LLC | 1,675 | $67K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 1,286 | $59K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 947 | $44K | 0.0% | 2026-Q2 |
| Crews Bank & Trust new | 648 | $30K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 589 | $27K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 436 | $20K | 0.0% | 2026-Q2 |
| Investors Research Corp trimmed | 432 | $20K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 432 | $20K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 286 | $13K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 58 | $3K | 0.0% | 2026-Q2 |
| WEDBUSH SECURITIES INC added | 91,223 | $4M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 39,906 | $2M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC added | 21,507 | $862K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 10,901 | $437K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 5,434 | $218K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 2,221 | $89K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 147 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP trimmed | 6,554 | $273K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Pathstone Holdings, LLC new | 4,865 | $203K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Guidance Point Advisors, LLC trimmed | 4,811 | $200K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Smartleaf Asset Management LLC new | 2,142 | $90K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC | 144 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| PARK AVENUE SECURITIES LLC added | 162,000 | $7M | 0.2% | 2025-Q3 stale (3 quarters behind) |
| GOLDMAN SACHS GROUP INC added | 13,479 | $550K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Global Retirement Partners, LLC added | 8,204 | $335K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Vivid Wealth Management, LLC new | 6,219 | $254K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FMR LLC added | 4,201 | $171K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Capital Investment Advisory Services, LLC trimmed | 2,230 | $91K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 77,537 | $3M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Lion Street Advisors, LLC added | 70,847 | $3M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Kestra Investment Management, LLC | 23,974 | $815K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| First Horizon Advisors, Inc. trimmed | 13,998 | $526K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Geneos Wealth Management Inc. trimmed | 4,196 | $158K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| AE Wealth Management LLC new | 4,121 | $155K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,935 | $73K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Fortitude Family Office, LLC trimmed | 335 | $13K | 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.