Among active 13F managers last quarter, 2 opened and 1 added, while 5 reduced; the largest holder to move was Nvest Financial, LLC (−3.5%).
32 tracked 13F filers disclose a position in APRT as of the latest SEC 13F filings, a combined $28.1M 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 | LPL Financial LLC | 99K | $4.2M | ▲+17% Added · +15K sh | Q1 2026 | |
| 2 | Commonwealth Equity Services, LLC | 93K | $4.0M | ▼−22% Reduced · −26K sh | Q1 2026 | |
| 3 | Osaic Holdings, Inc. | 67K | $2.9M | ▼−15% Reduced · −12K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | 54K | $2.3M | ▲+11% Added · +5K sh | Q1 2026 | |
| 5 | Rothschild Wealth LLC | 48K | $2.2M | ▲+22% Added · +9K sh | Q2 2026 | |
| 6 | Nvest Financial, LLC | 40K | $1.8M | ▼−3.5% Reduced · −1K sh | Q2 2026 | |
| 7 | Centaurus Financial, Inc. | 36K | $1.6M | ▲+62% Added · +14K sh | Q2 2026 | |
| 8 | Bleakley Financial Group, LLC | 22K | $993K | —Held | Q2 2026 | |
| 9 | Raymond James Financial Inc | 21K | $871K | ▲+86% Added · +9K sh | Q1 2026 | |
| 10 | CWM, LLC | 20K | $829K | ▼−0.2% Reduced · −44 sh | Q1 2026 | |
| 11 | Bison Wealth, LLC | 19K | $876K | —Held | Q2 2026 | |
| 12 | Main Street Financial Solutions, LLC | 15K | $687K | —Held | Q2 2026 | |
| 13 | First Heartland Consultants, Inc. | 13K | $579K | ▼−3.4% Reduced · −450 sh | Q2 2026 | |
| 14 | Blue Bell Private Wealth Management, LLC | 12K | $559K | ▲+11% Added · +1K sh | Q2 2026 | |
| 15 | Envestnet Asset Management Inc | 11K | $453K | ▼−1.1% Reduced · −124 sh | Q1 2026 | |
| 16 | Panoramic Investment Advisors, LLC | 8K | $345K | —Held | Q2 2026 | |
| 17 | Susquehanna International Group, LLP | 7K | $310K | ▼−55% Reduced · −9K sh | Q1 2026 | |
| 18 | Accurate Wealth Management, LLC | 7K | $333K | ▲+5.6% Added · +385 sh | Q2 2026 | |
| 19 | Focus Financial Network, Inc. | 7K | $301K | ▼−3.5% Reduced · −257 sh | Q1 2026 | |
| 20 | Patriot Financial Group Insurance Agency, LLC | 7K | $312K | ▼−50% Reduced · −7K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | 6K | $254K | ▼−9.1% Reduced · −555 sh | Q2 2026 | |
| 22 | Independent Financial Group, LLC | 5K | $240K | ▲New +5K sh | Q2 2026 | |
| 23 | Allianz SE | 5K | $213K | —Held | Q1 2026 | |
| 24 | Cassady Wealth & Retirement Planning, LLC | 5K | $225K | ▼−4.1% Reduced · −208 sh | Q2 2026 | |
| 25 | Nations Financial Group Inc, /Ia | 5K | $210K | ▼−18% Reduced · −1K 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, 2 funds opened a new position in APRT and 1 added to an existing one, while 5 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 13 funds | $2.0B |
| Nvidia CorpNVDA | 13 funds | $1.2B |
| Apple IncAAPL | 13 funds | $926.2M |
| Invesco QQQ Trust Series 1QQQ | 13 funds | $777.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 13 funds | $537.4M |
| Amazon.com IncAMZN | 13 funds | $523.4M |
| Microsoft CorpMSFT | 13 funds | $488.5M |
| Vanguard S&P 500 ETFVOO | 13 funds | $445.5M |
| Alphabet Inc-CL AGOOGL | 13 funds | $394.4M |
| Broadcom IncAVGO | 13 funds | $337.6M |
| Alphabet Inc-CL CGOOG | 13 funds | $270.2M |
| Micron Technology IncMU | 13 funds | $252.6M |
Ranked by how many of APRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APRT.
No filings captured for this ticker in the live stream yet.
Connected entities for APRT
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/APRT/capital-change-brief"
Use Arkolith's capital_change_brief for APRT. 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 APRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.