Among active 13F managers last quarter, 14 opened and 7 added, while 7 reduced; the largest holder to move was Gamco Investors, Inc. Et Al (+0.8%). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$70K in open-market trades.
The legs disagree, or only one of them leans.
63 tracked 13F filers disclose a position in AP as of the latest SEC 13F filings, a combined $81.3M 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 | Gamco Investors, Inc. Et Al | 2.5M | $16.7M | ▲+0.8% Added · +21K sh | Q1 2026 | |
| 2 | Gabelli Funds LLC | 1.4M | $9.4M | ▼−0.3% Reduced · −5K sh | Q1 2026 | |
| 3 | Ameriprise Financial Inc | 1.2M | $7.9M | ▲+0.9% Added · +11K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 983K | $8.5M | ▲+384% Added · +779K sh | Q2 2026 | |
| 5 | Wells Fargo & Company | 656K | $4.4M | ▲656k× Added · +656K sh | Q1 2026 | |
| 6 | Vanguard Capital Management LLC | 604K | $5.2M | ▲+0.7% Added · +4K sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 423K | $2.8M | ▼−8.3% Reduced · −38K sh | Q1 2026 | |
| 8 | Dimensional Fund Advisors LP | 355K | $2.4M | ▲+6.1% Added · +20K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 343K | $3.0M | ▲+154% Added · +208K sh | Q2 2026 | |
| 10 | American Century Companies Inc | 219K | $1.5M | ▲New +219K sh | Q1 2026 | |
| 11 | Sei Investments Co | 184K | $1.2M | ▲+104% Added · +94K sh | Q1 2026 | |
| 12 | O'shaughnessy Asset Management, LLC | 174K | $1.5M | ▲+42% Added · +52K sh | Q2 2026 | |
| 13 | Jane Street Group, LLC | 168K | $1.1M | ▲+563% Added · +143K sh | Q1 2026 | |
| 14 | Marshall Wace, LLP | 161K | $1.1M | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 160K | $1.1M | ▲New +160K sh | Q1 2026 | |
| 16 | State Street Corp | 159K | $1.4M | ▲+168% Added · +100K sh | Q2 2026 | |
| 17 | Huntleigh Advisors, Inc. | 141K | $1.2M | ▼−39% Reduced · −89K sh | Q2 2026 | |
| 18 | Ritholtz Wealth Management | 133K | $1.1M | ▲+12% Added · +14K sh | Q2 2026 | |
| 19 | Teton Advisors, LLC | 130K | $1.1M | —Held | Q2 2026 | |
| 20 | Bridgeway Capital Management, LLC | 125K | $1.1M | ▼−19% Reduced · −29K sh | Q2 2026 | |
| 21 | Vanguard Portfolio Management LLC | 113K | $975K | ▲New +113K sh | Q2 2026 | |
| 22 | Vanguard Fiduciary Trust Co | 93K | $803K | ▲+28% Added · +20K sh | Q2 2026 | |
| 23 | Informed Momentum Co LLC | 90K | $779K | ▼−22% Reduced · −26K sh | Q2 2026 | |
| 24 | Palumbo Wealth Management LLC | 79K | $685K | ▲+420% Added · +64K sh | Q2 2026 | |
| 25 | Panagora Asset Management Inc | 52K | $454K | ▲New +52K sh | Q2 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, 14 funds opened a new position in AP and 7 added to an existing one, while 7 reduced. 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 |
|---|---|---|
| Alphabet Inc-CL CGOOG | 29 funds | $29.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 29 funds | $7.2B |
| Costco Wholesale CorpCOST | 29 funds | $5.4B |
| Walmart IncWMT | 29 funds | $4.8B |
| Nvidia CorpNVDA | 28 funds | $100.9B |
| Microsoft CorpMSFT | 28 funds | $47.8B |
| Alphabet Inc-CL AGOOGL | 28 funds | $47.6B |
| Advanced Micro DevicesAMD | 28 funds | $24.5B |
| Eli Lilly & CoLLY | 28 funds | $22.3B |
| Tesla IncTSLA | 28 funds | $16.7B |
| Bank Of America CorpBAC | 28 funds | $7.2B |
| Apple IncAAPL | 27 funds | $66.6B |
Ranked by how many of AP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in AP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 25, 2026 | Lyon Samuel | President of Union Electric | Sell (S) | 10K | $93K |
| Jun 18, 2026 | Lyon Samuel | President of Union Electric | Sell (S) | 547 | $6K |
| May 19, 2026 | McBrayer Brett | Chief Executive Officer, Director | Buy (P) | 3K | $30K |
| Mar 19, 2026 | McBrayer Brett | Chief Executive Officer, Director | Buy (P) | 8K | $50K |
| Dec 1, 2025 | McBrayer Brett | Chief Executive Officer, Director | Buy (P) | 19K | $49K |
| Nov 19, 2025 | McNair Darrell L | Director | Buy (P) | 3K | $8K |
| Nov 17, 2025 | German Michael I | Director | Buy (P) | 40K | $106K |
| Nov 17, 2025 | Louis Berkman Investment CO | 10% Owner | Buy (P) | 93K | $248K |
| Nov 17, 2025 | McNair Darrell L | Director | Buy (P) | 10K | $27K |
| Mar 25, 2025 | Fessenden Elizabeth Anne | Director | Buy (P) | 1K | $3K |
| Mar 24, 2025 | Fessenden Elizabeth Anne | Director | Buy (P) 3 lots, same day | 2K | $5K |
| Sep 13, 2023 | McNair Darrell L | Director | Buy (P) | 3K | $9K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 26 | 10 | – |
Insiders Form 4 open-market | 1 | 1 | -$70K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for AP
This stock 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/AP/capital-change-brief"
Use Arkolith's capital_change_brief for AP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.