38 tracked 13F filers disclose a position in APIE as of the latest SEC 13F filings, a combined $1.0B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $442.9M | 12.6M | ▲+8.1% Added · +946K sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $471.1M | 12.2M | ▲+0.1% Added · +7K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $35.3M | 1.0M | ▼−10% Reduced · −116K sh | Q1 2026 | |
| 4 | PRINCIPAL SECURITIES, INC. | $29.3M | 756K | ▲+8.8% Added · +61K sh | Q2 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $15.5M | 440K | ▲+5.3% Added · +22K sh | Q1 2026 | |
| 6 | B. Riley Wealth Advisors, Inc. | $9.7M | 253K | ▲+20% Added · +41K sh | Q2 2026 | |
| 7 | &PARTNERS | $8.1M | 229K | ▲+6.1% Added · +13K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $7.6M | 215K | ▼−15% Reduced · −37K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $5.9M | 166K | ▲+11% Added · +16K sh | Q1 2026 | |
| 10 | Spire Wealth Management | $2.9M | 82K | ▼−7.7% Reduced · −7K sh | Q1 2026 | |
| 11 | Farther Finance Advisors, LLC | $2.0M | 56K | ▲New +56K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $1.9M | 55K | ▲+119% Added · +30K sh | Q1 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 36K | ▼−69% Reduced · −81K sh | Q1 2026 | |
| 14 | Mariner, LLC | $721K | 20K | ▼−42% Reduced · −15K sh | Q1 2026 | |
| 15 | PRINCIPAL FINANCIAL GROUP INC | $659K | 19K | ▲+2.0% Added · +373 sh | Q1 2026 | |
| 16 | Founders Financial Alliance, LLC | $711K | 18K | ▲New +18K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $630K | 18K | ▲+4.3% Added · +739 sh | Q1 2026 | |
| 18 | NewEdge Advisors, LLC | $566K | 16K | —Held | Q1 2026 | |
| 19 | Sigma Planning Corp | $429K | 12K | ▲+20% Added · +2K sh | Q1 2026 | |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $402K | 10K | ▲+59% Added · +4K sh | Q2 2026 | |
| 21 | ASSETMARK, INC | $391K | 10K | ▲+71% Added · +4K sh | Q2 2026 | |
| 22 | JANE STREET GROUP, LLC | $307K | 9K | ▲New +9K sh | Q1 2026 | |
| 23 | FSA WEALTH PARTNERS, INC. | $329K | 8K | ▲+44% Added · +3K sh | Q2 2026 | |
| 24 | QRG CAPITAL MANAGEMENT, INC. | $221K | 6K | ▼−21% Reduced · −2K sh | Q2 2026 | |
| 25 | Allworth Financial LP | $171K | 5K | ▼−6.0% Reduced · −311 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, 4 funds opened a new position in APIE and 4 added to an existing one, while 1 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 13 funds | $11.6B |
| APPLE INCAAPL | 13 funds | $8.3B |
| MICROSOFT CORPMSFT | 13 funds | $7.4B |
| AMAZON.COM INCAMZN | 13 funds | $6.5B |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $5.4B |
| META PLATFORMS INC-CLASS AMETA | 13 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 13 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 13 funds | $2.5B |
| VISA INC-CLASS A SHARESV | 13 funds | $1.9B |
| COSTCO WHOLESALE CORPCOST | 13 funds | $1.9B |
| ELI LILLY & COLLY | 13 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 13 funds | $1.5B |
Ranked by how many of APIE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEmc | 77 funds | $222.5M |
| APUEmc | 50 funds | $2.4B |
| APIEthis pagemc | 38 funds | $1.0B |
| APCBmc | 34 funds | $962.4M |
| APMUETF | 21 funds | $244.3M |
| STBFPERFORMANCE TR S | 20 funds | $23.8M |
| JGRWJENSEN QUALITY | 19 funds | $29.8M |
| MINNMAIRS & PWR MINN | 18 funds | $16.5M |
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 APIE
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/APIE/capital-change-brief"
Use Arkolith's capital_change_brief for APIE. 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 APIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.