Among active 13F managers last quarter, 5 opened and 5 added, while 11 reduced; the largest holder to move was Soltis Investment Advisors LLC (−13%).
46 tracked 13F filers disclose a position in APOC as of the latest SEC 13F filings, a combined $37.2M 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 | Soltis Investment Advisors LLC | 297K | $7.8M | ▼−13% Reduced · −43K sh | Q2 2026 | |
| 2 | Osaic Holdings, Inc. | 145K | $3.7M | ▼−0.6% Reduced · −912 sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | 135K | $3.4M | ▲+43% Added · +41K sh | Q1 2026 | |
| 4 | Weaver Capital Management LLC | 100K | $2.5M | —Held | Q2 2026 | |
| 5 | HighTower Advisors, LLC | 66K | $1.7M | ▼−10% Reduced · −8K sh | Q1 2026 | |
| 6 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 65K | $1.7M | ▲+84% Added · +30K sh | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 48K | $1.2M | ▲+25% Added · +9K sh | Q1 2026 | |
| 8 | Beck Capital Management, LLC | 38K | $986K | ▼−2.7% Reduced · −1K sh | Q2 2026 | |
| 9 | Old Mission Capital LLC | 37K | $940K | ▲New +37K sh | Q1 2026 | |
| 10 | Lifestyle Asset Management, Inc. | 36K | $942K | ▼−3.7% Reduced · −1K sh | Q2 2026 | |
| 11 | Archer Investment Corp | 35K | $910K | ▲+3.0% Added · +1K sh | Q2 2026 | |
| 12 | Independent Financial Group, LLC | 32K | $837K | —Held | Q2 2026 | |
| 13 | Centaurus Financial, Inc. | 31K | $826K | ▼−50% Reduced · −32K sh | Q2 2026 | |
| 14 | Sykon Capital LLC | 30K | $777K | ▲+7.7% Added · +2K sh | Q2 2026 | |
| 15 | Cetera Investment Advisers | 29K | $741K | ▼−0.1% Reduced · −15 sh | Q1 2026 | |
| 16 | Ausdal Financial Partners, Inc. | 28K | $748K | ▼−0.1% Reduced · −29 sh | Q2 2026 | |
| 17 | KFG Wealth Management, LLC | 28K | $748K | ▲+1.0% Added · +274 sh | Q2 2026 | |
| 18 | Susquehanna International Group, LLP | 25K | $634K | ▼−32% Reduced · −12K sh | Q1 2026 | |
| 19 | Allworth Financial LP | 21K | $539K | —Held | Q1 2026 | |
| 20 | Gallagher Fiduciary Advisors, LLC | 17K | $448K | ▼−8.2% Reduced · −2K sh | Q2 2026 | |
| 21 | Raymond James Financial Inc | 17K | $426K | ▼−99% Reduced · −1.5M sh | Q1 2026 | |
| 22 | Creative Planning | 16K | $401K | —Held | Q1 2026 | |
| 23 | Hiley Hunt Wealth Management | 15K | $398K | ▼−3.1% Reduced · −485 sh | Q2 2026 | |
| 24 | CreativeOne Wealth, LLC | 14K | $377K | ▼−58% Reduced · −20K sh | Q2 2026 | |
| 25 | HBW Advisory Services LLC | 11K | $294K | ▼−3.0% Reduced · −345 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, 5 funds opened a new position in APOC and 5 added to an existing one, while 11 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 | 24 funds | $3.8B |
| Tesla IncTSLA | 24 funds | $814.1M |
| Ishares Core S&P 500 ETFIVV | 23 funds | $14.0B |
| Apple IncAAPL | 23 funds | $3.5B |
| Amazon.com IncAMZN | 23 funds | $3.3B |
| Microsoft CorpMSFT | 23 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 23 funds | $1.3B |
| JPMorgan Chase & CoJPM | 23 funds | $992.6M |
| Meta Platforms Inc-Class AMETA | 23 funds | $892.6M |
| Alphabet Inc-CL AGOOGL | 22 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 22 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 22 funds | $970.7M |
Ranked by how many of APOC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APOC.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
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 APOC
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.