| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $998.7M | 24.92M | Reduced | Q1 2026 |
| 2 | PRINCIPAL SECURITIES, INC. | $54.9M | 1.37M | Added | Q1 2026 |
| 3 | MML INVESTORS SERVICES, LLC | $35.2M | 878.3K | Added | Q1 2026 |
| 4 | &PARTNERS | $18.0M | 448.7K | Added | Q1 2026 |
| 5 | NewEdge Advisors, LLC | $1.2M | 29.2K | New | Q1 2026 |
| 6 | Kestra Advisory Services, LLC | $862K | 21.5K | Added | Q1 2026 |
| 7 | Sigma Planning Corp | $861K | 21.5K | Added | Q1 2026 |
| 8 | Modern Wealth Management, LLC | $804K | 19.3K | New | Q4 2025 |
| 9 | CITADEL ADVISORS LLC | $789K | 19.7K | Reduced | Q1 2026 |
| 10 | QRG CAPITAL MANAGEMENT, INC. | $606K | 15.1K | Added | Q1 2026 |
| 11 | DIVERSIFY WEALTH MANAGEMENT, LLC | $587K | 13.4K | Added | Q1 2026 |
| 12 | Merit Financial Group, LLC | $428K | 10.7K | Reduced | Q1 2026 |
| 13 | COURIER CAPITAL LLC | $427K | 10.7K | New | Q1 2026 |
| 14 | ASSETMARK, INC | $333K | 8.3K | Added | Q1 2026 |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $313K | 7.8K | New | Q1 2026 |
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $249K | 6.2K | Added | Q1 2026 |
| 17 | MGO ONE SEVEN LLC | $202K | 5.0K | Held | Q1 2026 |
| 18 | MAI Capital Management | $89K | 2.2K | New | Q1 2026 |
| 19 | IFP Advisors, Inc | $27K | 667 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 21 funds | $10.4B |
| NVIDIA CORPORATIONNVDA | 21 funds | $9.6B |
| APPLE INCAAPL | 21 funds | $8.6B |
| MICROSOFT CORPMSFT | 21 funds | $6.2B |
| AMAZON COM INCAMZN | 21 funds | $5.2B |
| STATE STR SPDR S&P 500 ETF TSPY | 21 funds | $4.4B |
| ALPHABET INCGOOGL | 21 funds | $4.2B |
| BROADCOM INCAVGO | 21 funds | $3.6B |
| META PLATFORMS INCMETA | 21 funds | $3.3B |
| JPMORGAN CHASE &COJPM | 21 funds | $2.8B |
| ALPHABET INCGOOG | 21 funds | $2.7B |
| ISHARES INCIEMG | 21 funds | $2.5B |
Ranked by how many of APUE's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.