Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Coston, McIsaac & Partners (+43%).
3 tracked 13F filers disclose a position in AEPGX as of the latest SEC 13F filings, a combined $102K 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 1K | $92K | ▲+43% Added · +440 sh | Q2 2026 | |
| 2 | McMillan Office, Inc. | 141 | $9K | —Held | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 13 | $750 | ▲New +13 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.
Last quarter, 1 fund opened a new position in AEPGX and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 3 funds | $129.2M |
| Alphabet Inc-CL AGOOGL | 3 funds | $119.5M |
| Microsoft CorpMSFT | 3 funds | $93.3M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $73.9M |
| Vanguard Growth ETFVUG | 3 funds | $72.3M |
| Alphabet Inc-CL CGOOG | 3 funds | $69.3M |
| Meta Platforms Inc-Class AMETA | 3 funds | $43.6M |
| Amazon.com IncAMZN | 3 funds | $40.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 3 funds | $26.3M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $25.8M |
| Johnson & JohnsonJNJ | 3 funds | $22.3M |
| Abbvie IncABBV | 3 funds | $20.2M |
Ranked by how many of AEPGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AEPGX.
| Class | 13F holders | Value held |
|---|---|---|
| FEUPXOPEN END TAXABLE NO LOAD FUND | 5 funds | $7.6M |
| AEPGXthis pageOPEN END TAXABLE LOAD FUND | 3 funds | $102K |
| AEGFXNTF EQUITY FUNDS | 2 funds | $726K |
| 298706763OPEN END - NO LOAD FUND 529 | 1 funds | $271K |
| 298706508OPEN END - LOAD FUND 529 | 1 funds | $34K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for AEPGX
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AEPGX/capital-change-brief"
Use Arkolith's capital_change_brief for AEPGX. 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 AEPGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.