21 tracked 13F filers disclose a position in APMU as of the latest SEC 13F filings, a combined $244.3M 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 | $124.8M | 5.0M | ▲+16% Added · +673K sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $80.4M | 3.2M | ▲+3.9% Added · +120K sh | Q2 2026 | |
| 3 | PRINCIPAL SECURITIES, INC. | $11.7M | 469K | ▲+14% Added · +57K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $11.3M | 452K | ▲+3.3% Added · +15K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $4.5M | 182K | ▲+43% Added · +55K sh | Q1 2026 | |
| 6 | &PARTNERS | $4.1M | 166K | ▲+61% Added · +63K sh | Q1 2026 | |
| 7 | B. Riley Wealth Advisors, Inc. | $2.4M | 98K | ▲+4.0% Added · +4K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $2.0M | 80K | ▲+48% Added · +26K sh | Q1 2026 | |
| 9 | PRINCIPAL FINANCIAL GROUP INC | $1.1M | 43K | ▲+1.3% Added · +556 sh | Q1 2026 | |
| 10 | Founders Financial Alliance, LLC | $387K | 15K | ▲New +15K sh | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $342K | 14K | ▼−2.3% Reduced · −318 sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $286K | 11K | ▼−21% Reduced · −3K sh | Q1 2026 | |
| 13 | Allworth Financial LP | $280K | 11K | ▼−14% Reduced · −2K sh | Q1 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $220K | 9K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 15 | Spire Wealth Management | $159K | 6K | ▼−4.9% Reduced · −332 sh | Q1 2026 | |
| 16 | Farther Finance Advisors, LLC | $132K | 5K | ▲New +5K sh | Q1 2026 | |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | $91K | 4K | ▲New +4K sh | Q1 2026 | |
| 18 | Crews Bank & Trust | $10K | 410 | ▲New +410 sh | Q2 2026 | |
| 19 | UBS Group AG | $8K | 313 | ▲+440% Added · +255 sh | Q1 2026 | |
| 20 | ASSETMARK, INC | $3K | 132 | ▲New +132 sh | Q2 2026 | |
| 21 | MORGAN STANLEY | $25 | 1 | —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 0 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 5 funds | $2.8B |
| APPLE INCAAPL | 5 funds | $1.6B |
| NVIDIA CORPNVDA | 5 funds | $1.4B |
| ISHARES RUSSELL TOP 200 GROWIWY | 5 funds | $1.3B |
| MICROSOFT CORPMSFT | 5 funds | $1.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 5 funds | $1.0B |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 5 funds | $1.0B |
| ISHARES CORE MSCI EAFE ETFIEFA | 5 funds | $982.9M |
| ISHARES CORE U.S. AGGREGATEAGG | 5 funds | $963.2M |
| ISHARES S&P 500 GROWTH ETFIVW | 5 funds | $891.2M |
| ISHARES S&P 500 VALUE ETFIVE | 5 funds | $888.2M |
| AMAZON.COM INCAMZN | 5 funds | $883.1M |
Ranked by how many of APMU'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 |
| APIEmc | 38 funds | $1.0B |
| APCBmc | 34 funds | $962.4M |
| APMUthis pageETF | 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 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.