14 tracked 13F filers disclose a position in APLU as of the latest SEC 13F filings, a combined $287.7M 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 | Allspring Global Investments Holdings, LLC | $182.4M | 7.4M | ▼−7.6% Reduced · −608K sh | Q1 2026 | |
| 2 | Steward Partners Investment Advisory, LLC | $47.8M | 1.9M | ▲+6.6% Added · +120K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $31.1M | 1.3M | ▲+5.9% Added · +71K sh | Q1 2026 | |
| 4 | STIFEL FINANCIAL CORP | $10.5M | 424K | ▲+99% Added · +211K sh | Q1 2026 | |
| 5 | Cerity Partners LLC | $5.6M | 229K | ▲+57% Added · +83K sh | Q1 2026 | |
| 6 | JANE STREET GROUP, LLC | $3.0M | 121K | ▲+305% Added · +91K sh | Q1 2026 | |
| 7 | Accurate Wealth Management, LLC | $2.2M | 92K | ▲+34% Added · +23K sh | Q2 2026 | |
| 8 | Integrated Wealth Concepts LLC | $1.7M | 69K | ▲+0.3% Added · +235 sh | Q1 2026 | |
| 9 | Arax Advisory Partners | $1.6M | 66K | ▲New +66K sh | Q1 2026 | |
| 10 | Focus Partners Advisor Solutions, LLC | $1.2M | 50K | ▲New +50K sh | Q1 2026 | |
| 11 | Summit Financial, LLC | $332K | 13K | ▲+66% Added · +5K sh | Q1 2026 | |
| 12 | Parallel Advisors, LLC | $71K | 3K | —Held | Q1 2026 | |
| 13 | JONES FINANCIAL COMPANIES LLLP | $27K | 1K | ▲+174% Added · +696 sh | Q1 2026 | |
| 14 | UBS Group AG | $4K | 169 | ▲New +169 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, 2 funds opened a new position in APLU and 1 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 | 7 funds | $2.7B |
| APPLE INCAAPL | 7 funds | $2.3B |
| MICROSOFT CORPMSFT | 7 funds | $2.1B |
| AMAZON.COM INCAMZN | 7 funds | $1.7B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $1.3B |
| BROADCOM INCAVGO | 7 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.0B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 7 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 7 funds | $982.1M |
| VANGUARD S&P 500 ETFVOO | 7 funds | $939.4M |
| ISHARES CORE S&P TOTAL U.S.ITOT | 7 funds | $855.7M |
| ISHARES CORE U.S. AGGREGATEAGG | 7 funds | $734.7M |
Ranked by how many of APLU's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/APLU/capital-change-brief"
Use Arkolith's capital_change_brief for APLU. 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 APLU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.