Among active 13F managers last quarter, 4 opened and 2 added, while 2 reduced; the largest holder to move was Principal Securities, Inc. (+8.8%).
39 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 12.6M | $442.9M | ▲+8.1% Added · +946K sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | 12.2M | $471.1M | ▲+0.1% Added · +7K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 1.0M | $35.3M | ▼−10% Reduced · −116K sh | Q1 2026 | |
| 4 | Principal Securities, Inc. | 756K | $29.3M | ▲+8.8% Added · +61K sh | Q2 2026 | |
| 5 | MML Investors Services, LLC | 475K | $18.4M | ▲+8.0% Added · +35K sh | Q2 2026 | |
| 6 | B. Riley Wealth Advisors, Inc. | 253K | $9.7M | ▲+20% Added · +41K sh | Q2 2026 | |
| 7 | &Partners | 231K | $9.1M | ▲+1.2% Added · +3K sh | Q2 2026 | |
| 8 | Osaic Holdings, Inc. | 215K | $7.6M | ▼−15% Reduced · −37K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 166K | $5.9M | ▲+11% Added · +16K sh | Q1 2026 | |
| 10 | Resolute Wealth Advisor, Inc. | 132K | $4.7M | —Held | Q2 2026 | |
| 11 | Spire Wealth Management | 82K | $2.9M | ▼−7.7% Reduced · −7K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | 56K | $2.0M | ▲New +56K sh | Q1 2026 | |
| 13 | Susquehanna International Group, LLP | 36K | $1.3M | ▼−69% Reduced · −81K sh | Q1 2026 | |
| 14 | Mariner, LLC | 20K | $721K | ▼−42% Reduced · −15K sh | Q1 2026 | |
| 15 | Principal Financial Group Inc | 19K | $659K | ▲+2.0% Added · +373 sh | Q1 2026 | |
| 16 | Founders Financial Alliance, LLC | 18K | $711K | ▲New +18K sh | Q2 2026 | |
| 17 | Financial Sense Advisors, Inc. | 18K | $699K | ▼−1.3% Reduced · −242 sh | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 18K | $630K | ▲+4.3% Added · +739 sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | 16K | $622K | —Held | Q2 2026 | |
| 20 | Sigma Planning Corp | 12K | $471K | —Held | Q2 2026 | |
| 21 | Diversify Wealth Management, LLC | 10K | $402K | ▲+59% Added · +4K sh | Q2 2026 | |
| 22 | Diversify Advisory Services, LLC | 10K | $402K | ▲New +10K sh | Q2 2026 | |
| 23 | AssetMark, Inc | 10K | $391K | ▲+71% Added · +4K sh | Q2 2026 | |
| 24 | Jane Street Group, LLC | 9K | $307K | ▲New +9K sh | Q1 2026 | |
| 25 | Fsa Wealth Partners, Inc. | 8K | $329K | ▲+44% Added · +3K 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, 4 funds opened a new position in APIE and 2 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
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 + the live filing stream, joined for APIE. Filings are public domain, sourced to SEC EDGAR.