AAPR

Ino Eq Po ETF 2YR Ap2028-UsdETF
UnclassifiedUSCUSIP 45783Y335◍ Confluence graph
Tracked 13F Holders
49
-15 QoQ
13F Value (tracked)
$43.6M
13F Moves · latest Q
7 added
5 trimmed
Recent Filings
0

Who owns AAPR?

49 tracked 13F filers

49 tracked 13F filers disclose a position in AAPR as of the latest SEC 13F filings, a combined $43.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Legacy CG, LLC
$17.5M
593K
New
+593K sh
Q2 2026
2COMMONWEALTH EQUITY SERVICES, LLC
$3.4M
119K
−2.1%
Reduced · −3K sh
Q1 2026
3Kestra Advisory Services, LLC
$3.1M
106K
−17%
Reduced · −22K sh
Q2 2026
4CENTAURUS FINANCIAL, INC.
$2.1M
71K
−4.8%
Reduced · −4K sh
Q2 2026
5LPL Financial LLC
$1.4M
48K
−0.8%
Reduced · −408 sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$1.0M
36K
−12%
Reduced · −5K sh
Q1 2026
7Crown Wealth Group, LLC
$870K
29K
Held
Q2 2026
8MTM FINANCIAL GROUP, LLC
$839K
28K
+14%
Added · +4K sh
Q2 2026
9Trek Financial, LLC
$791K
27K
Held
Q2 2026
10SUSQUEHANNA INTERNATIONAL GROUP, LLP
$733K
25K
−67%
Reduced · −53K sh
Q1 2026
11OLD MISSION CAPITAL LLC
$728K
25K
+14%
Added · +3K sh
Q1 2026
12KFG WEALTH MANAGEMENT, LLC
$721K
24K
+27%
Added · +5K sh
Q2 2026
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$686K
23K
+0.7%
Added · +153 sh
Q2 2026
14Selby Wealth Management, LLC
$670K
23K
New
+23K sh
Q2 2026
15Cypress Wealth Services, LLC
$645K
22K
+75%
Added · +9K sh
Q2 2026
16Peak Wealth Management LLC
$609K
21K
Held
Q2 2026
17Cetera Investment Advisers
$567K
20K
−14%
Reduced · −3K sh
Q1 2026
18AXXCESS WEALTH MANAGEMENT, LLC
$556K
19K
Held
Q2 2026
19Quantinno Capital Management LP
$543K
19K
Held
Q1 2026
20Lineweaver Wealth Advisors, LLC
$545K
18K
Held
Q2 2026
21Spire Wealth Management
$501K
17K
~0%
Reduced · −3 sh
Q1 2026
22MML INVESTORS SERVICES, LLC
$486K
16K
New
+16K sh
Q2 2026
23FOUNDATIONS INVESTMENT ADVISORS, LLC
$417K
14K
−2.9%
Reduced · −426 sh
Q1 2026
24Geneos Wealth Management Inc.
$413K
14K
+100%
Added · +7K sh
Q2 2026
25Farther Finance Advisors, LLC
$389K
13K
−15%
Reduced · −2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is AAPR being bought or sold by institutions?

Last quarter, 4 funds opened a new position in AAPR and 3 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
3
funds
Reduced
5
funds
Exited
0
funds

Funds that own AAPR also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA17 funds$4.2B
APPLE INCAAPL17 funds$3.9B
MICROSOFT CORPMSFT17 funds$1.9B
SS SPDR S&P 500 ETF TRUST-USSPY17 funds$1.3B
INVESCO QQQ TRUST SERIES 1QQQ17 funds$854.9M
JPMORGAN CHASE & COJPM17 funds$668.0M
VANGUARD TOTAL STOCK MKT ETFVTI17 funds$639.0M
WALMART INCWMT17 funds$495.5M
AMAZON.COM INCAMZN16 funds$1.5B
ISHARES CORE S&P 500 ETFIVV16 funds$1.2B
ALPHABET INC-CL CGOOG16 funds$1.1B
BROADCOM INCAVGO16 funds$935.4M

Ranked by how many of AAPR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

29 funds-2 since Q3 2024
02244Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $32.4M

Share classes

Class13F holdersValue held
BALTmc287 funds$1.6B
SFLRmc203 funds$1.3B
BUFFmc150 funds$559.8M
QFLRmc105 funds$335.0M
ZALTmc104 funds$662.5M
BUFBmc89 funds$175.6M
JAJLmc81 funds$133.9M
ZJULmc80 funds$61.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in AAPR

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/AAPR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for AAPR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for AAPR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.