Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was Principal Securities, Inc. (+14%).
23 tracked 13F filers disclose a position in APMU as of the latest SEC 13F filings, a combined $246.9M 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 | 5.0M | $124.8M | ▲+16% Added · +673K sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | 3.2M | $80.4M | ▲+3.9% Added · +120K sh | Q2 2026 | |
| 3 | Principal Securities, Inc. | 469K | $11.7M | ▲+14% Added · +57K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 452K | $11.3M | ▲+3.3% Added · +15K sh | Q1 2026 | |
| 5 | MML Investors Services, LLC | 242K | $6.1M | ▲+33% Added · +60K sh | Q2 2026 | |
| 6 | &Partners | 185K | $4.6M | ▲+12% Added · +20K sh | Q2 2026 | |
| 7 | B. Riley Wealth Advisors, Inc. | 98K | $2.4M | ▲+4.0% Added · +4K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | 80K | $2.0M | ▲+48% Added · +26K sh | Q1 2026 | |
| 9 | Principal Financial Group Inc | 43K | $1.1M | ▲+1.3% Added · +556 sh | Q1 2026 | |
| 10 | Founders Financial Alliance, LLC | 15K | $387K | ▲New +15K sh | Q2 2026 | |
| 11 | Commonwealth Equity Services, LLC | 14K | $342K | ▼−2.3% Reduced · −318 sh | Q1 2026 | |
| 12 | Resolute Wealth Advisor, Inc. | 13K | $312K | —Held | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 11K | $286K | ▼−21% Reduced · −3K sh | Q1 2026 | |
| 14 | Allworth Financial LP | 11K | $280K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 15 | Financial Sense Advisors, Inc. | 11K | $280K | ▼−1.6% Reduced · −182 sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 9K | $220K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 17 | Spire Wealth Management | 6K | $159K | ▼−4.9% Reduced · −332 sh | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | 5K | $132K | ▲New +5K sh | Q1 2026 | |
| 19 | PNC Financial Services Group, Inc. | 4K | $91K | ▲New +4K sh | Q1 2026 | |
| 20 | Crews Bank & Trust | 410 | $10K | ▲New +410 sh | Q2 2026 | |
| 21 | UBS Group AG | 313 | $8K | ▲+440% Added · +255 sh | Q1 2026 | |
| 22 | AssetMark, Inc | 132 | $3K | ▲New +132 sh | Q2 2026 | |
| 23 | Morgan Stanley | 1 | $25 | —Held | 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 APMU and 2 added to an existing one, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $7.3B |
| Apple IncAAPL | 5 funds | $5.8B |
| Microsoft CorpMSFT | 5 funds | $5.8B |
| Amazon.com IncAMZN | 5 funds | $4.2B |
| Broadcom IncAVGO | 5 funds | $2.8B |
| Ishares Core S&P 500 ETFIVV | 5 funds | $2.5B |
| Alphabet Inc-CL CGOOG | 5 funds | $2.2B |
| Tesla IncTSLA | 5 funds | $1.5B |
| Eli Lilly & CoLLY | 5 funds | $1.2B |
| ExxonMobil Holdings CorpXOM | 5 funds | $1.1B |
| Walmart IncWMT | 5 funds | $797.4M |
| Chevron CorpCVX | 5 funds | $718.1M |
Ranked by how many of APMU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APMU.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEmc | 100 funds | $281.4M |
| APUEmc | 52 funds | $2.5B |
| APIEmc | 39 funds | $1.0B |
| APCBmc | 36 funds | $970.8M |
| STBFPERFORMANCE TR S | 24 funds | $28.2M |
| APMUthis pageETF | 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 APMU
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/APMU/capital-change-brief"
Use Arkolith's capital_change_brief for APMU. 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 APMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.