37 tracked 13F filers disclose a position in APOC as of the latest SEC 13F filings, a combined $26.6M 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 | OSAIC HOLDINGS, INC. | $3.7M | 145K | ▼−0.6% Reduced · −912 sh | Q1 2026 | |
| 2 | AE Wealth Management LLC | $3.4M | 135K | ▲+43% Added · +41K sh | Q1 2026 | |
| 3 | HighTower Advisors, LLC | $1.7M | 66K | ▼−10% Reduced · −8K sh | Q1 2026 | |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $1.7M | 65K | ▲+84% Added · +30K sh | Q2 2026 | |
| 5 | Csenge Advisory Group | $1.7M | 65K | ▲+37% Added · +17K sh | Q1 2026 | |
| 6 | CENTAURUS FINANCIAL, INC. | $1.6M | 63K | ▲+0.5% Added · +286 sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 48K | ▲+25% Added · +9K sh | Q1 2026 | |
| 8 | BECK CAPITAL MANAGEMENT, LLC | $985K | 39K | ▼−4.2% Reduced · −2K sh | Q1 2026 | |
| 9 | OLD MISSION CAPITAL LLC | $940K | 37K | ▲New +37K sh | Q1 2026 | |
| 10 | Lifestyle Asset Management, Inc. | $942K | 36K | ▼−3.7% Reduced · −1K sh | Q2 2026 | |
| 11 | CreativeOne Wealth, LLC | $875K | 34K | ▼−2.9% Reduced · −1K sh | Q1 2026 | |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $837K | 32K | —Held | Q2 2026 | |
| 13 | Cetera Investment Advisers | $741K | 29K | ▼−0.1% Reduced · −15 sh | Q1 2026 | |
| 14 | Ausdal Financial Partners, Inc. | $728K | 28K | ▲+160% Added · +18K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $634K | 25K | ▼−32% Reduced · −12K sh | Q1 2026 | |
| 16 | Allworth Financial LP | $539K | 21K | —Held | Q1 2026 | |
| 17 | Gallagher Fiduciary Advisors, LLC | $474K | 19K | —Held | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $426K | 17K | ▼−99% Reduced · −1.5M sh | Q1 2026 | |
| 19 | Creative Planning | $401K | 16K | —Held | Q1 2026 | |
| 20 | Hiley Hunt Wealth Management | $398K | 15K | ▼−3.1% Reduced · −485 sh | Q2 2026 | |
| 21 | HBW ADVISORY SERVICES LLC | $294K | 11K | ▼−3.0% Reduced · −345 sh | Q2 2026 | |
| 22 | KELLY FINANCIAL GROUP LLC | $279K | 11K | ▲New +11K sh | Q2 2026 | |
| 23 | IFP Advisors, Inc | $274K | 10K | ▼−0.9% Reduced · −100 sh | Q2 2026 | |
| 24 | BFI Wealth Solutions, LLC | $259K | 10K | —Held | Q1 2026 | |
| 25 | Kestra Advisory Services, LLC | $248K | 10K | ▼−0.7% Reduced · −72 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 APOC and 5 added to an existing one, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 15 funds | $3.7B |
| NVIDIA CORPNVDA | 15 funds | $2.9B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $2.8B |
| MICROSOFT CORPMSFT | 15 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 15 funds | $2.2B |
| AMAZON.COM INCAMZN | 15 funds | $1.8B |
| MCDONALD'S CORPMCD | 15 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 15 funds | $1.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 15 funds | $1.5B |
| VANGUARD S&P 500 ETFVOO | 15 funds | $1.5B |
| VANGUARD GROWTH ETFVUG | 15 funds | $1.4B |
| BROADCOM INCAVGO | 15 funds | $1.1B |
Ranked by how many of APOC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 60 funds | $62.8M |
| ZMARmc | 58 funds | $40.3M |
| ZSEPmc | 53 funds | $67.4M |
| ZDEKmc | 53 funds | $48.2M |
| ZJANmc | 49 funds | $39.0M |
| ZNOVmc | 48 funds | $55.0M |
| ZOCTmc | 45 funds | $54.1M |
| KDECmc | 44 funds | $39.8M |
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.
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/APOC/capital-change-brief"
Use Arkolith's capital_change_brief for APOC. 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 APOC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.