Among active 13F managers last quarter, 4 opened and 5 added, while none reduced or exited; the largest holder to move was Principal Securities, Inc. (+9.9%).
36 tracked 13F filers disclose a position in APCB as of the latest SEC 13F filings, a combined $970.8M 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 | Envestnet Portfolio Solutions, Inc. | 15.5M | $455.2M | ▲+1.0% Added · +154K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 13.6M | $400.1M | ▲+10% Added · +1.3M sh | Q1 2026 | |
| 3 | LPL Financial LLC | 1.2M | $35.8M | ▼−9.0% Reduced · −121K sh | Q1 2026 | |
| 4 | Principal Securities, Inc. | 725K | $21.3M | ▲+9.9% Added · +66K sh | Q2 2026 | |
| 5 | MML Investors Services, LLC | 488K | $14.4M | ▲+16% Added · +69K sh | Q2 2026 | |
| 6 | &Partners | 214K | $6.3M | ▲+5.2% Added · +11K sh | Q2 2026 | |
| 7 | Cetera Investment Advisers | 210K | $6.2M | ▲+10% Added · +20K sh | Q1 2026 | |
| 8 | Osaic Holdings, Inc. | 207K | $6.1M | ▲+6.9% Added · +13K sh | Q1 2026 | |
| 9 | B. Riley Wealth Advisors, Inc. | 199K | $5.9M | ▲+29% Added · +45K sh | Q2 2026 | |
| 10 | Spire Wealth Management | 174K | $5.1M | ▼−10% Reduced · −19K sh | Q1 2026 | |
| 11 | Resolute Wealth Advisor, Inc. | 152K | $4.5M | —Held | Q2 2026 | |
| 12 | Farther Finance Advisors, LLC | 73K | $2.1M | ▲New +73K sh | Q1 2026 | |
| 13 | Citadel Advisors LLC | 64K | $1.9M | ▲+36% Added · +17K sh | Q2 2026 | |
| 14 | Jane Street Group, LLC | 44K | $1.3M | ▲+126% Added · +24K sh | Q1 2026 | |
| 15 | Mariner, LLC | 23K | $676K | ▼−38% Reduced · −14K sh | Q1 2026 | |
| 16 | Financial Sense Advisors, Inc. | 22K | $647K | ▲+1.6% Added · +357 sh | Q2 2026 | |
| 17 | Susquehanna International Group, LLP | 17K | $501K | ▲New +17K sh | Q1 2026 | |
| 18 | Diversify Wealth Management, LLC | 13K | $381K | ▲+89% Added · +6K sh | Q2 2026 | |
| 19 | Diversify Advisory Services, LLC | 13K | $381K | ▲New +13K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 10K | $300K | ▼−21% Reduced · −3K sh | Q1 2026 | |
| 21 | Pathstone Holdings, LLC | 10K | $298K | ▲+16% Added · +1K sh | Q2 2026 | |
| 22 | Fsa Wealth Partners, Inc. | 10K | $293K | ▲New +10K sh | Q2 2026 | |
| 23 | NewEdge Advisors, LLC | 9K | $273K | —Held | Q2 2026 | |
| 24 | Founders Financial Alliance, LLC | 9K | $254K | ▲New +9K sh | Q2 2026 | |
| 25 | Pioneer Family Office, LLC | 4K | $116K | —Held | 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, 4 funds opened a new position in APCB and 5 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 11 funds | $14.3B |
| Nvidia CorpNVDA | 11 funds | $3.1B |
| Amazon.com IncAMZN | 11 funds | $3.0B |
| Apple IncAAPL | 11 funds | $2.9B |
| Microsoft CorpMSFT | 11 funds | $1.8B |
| Eli Lilly & CoLLY | 11 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 11 funds | $1.2B |
| Abbvie IncABBV | 11 funds | $873.0M |
| SS SPDR S&P 500 ETF Trust-USSPY | 11 funds | $723.1M |
| Walmart IncWMT | 11 funds | $720.4M |
| Chevron CorpCVX | 11 funds | $669.8M |
| Vanguard S&P 500 ETFVOO | 11 funds | $610.5M |
Ranked by how many of APCB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APCB.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEmc | 100 funds | $281.4M |
| APUEmc | 52 funds | $2.5B |
| APIEmc | 39 funds | $1.0B |
| APCBthis pagemc | 36 funds | $970.8M |
| STBFPERFORMANCE TR S | 24 funds | $28.2M |
| APMUETF | 23 funds | $246.9M |
| JGRWJENSEN QUALITY | 20 funds | $30.7M |
| MINNMAIRS & PWR MINN | 18 funds | $18.8M |
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 APCB
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/APCB/capital-change-brief"
Use Arkolith's capital_change_brief for APCB. 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 APCB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.