53 tracked 13F filers disclose a position in APUE as of the latest SEC 13F filings, a combined $2.5B 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 | $1.0B | 25.4M | ▲+12% Added · +2.8M sh | Q1 2026 | |
| 2 | Envestnet Portfolio Solutions, Inc. | $1.1B | 24.7M | ▼−0.7% Reduced · −173K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $78.5M | 2.0M | ▼−9.8% Reduced · −213K sh | Q1 2026 | |
| 4 | PRINCIPAL SECURITIES, INC. | $68.6M | 1.5M | ▲+8.4% Added · +115K sh | Q2 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $42.6M | 922K | ▲+5.0% Added · +44K sh | Q2 2026 | |
| 6 | &PARTNERS | $20.6M | 440K | ▼−1.9% Reduced · −8K sh | Q2 2026 | |
| 7 | OSAIC HOLDINGS, INC. | $16.1M | 402K | ▼−7.8% Reduced · −34K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $13.6M | 339K | ▲+16% Added · +46K sh | Q1 2026 | |
| 9 | B. Riley Wealth Advisors, Inc. | $11.4M | 336K | ▼−34% Reduced · −175K sh | Q3 2026 | |
| 10 | RESOLUTE WEALTH ADVISOR, INC. | $10.9M | 271K | —Held | Q2 2026 | |
| 11 | Spire Wealth Management | $6.7M | 168K | ▼−7.3% Reduced · −13K sh | Q1 2026 | |
| 12 | Farther Finance Advisors, LLC | $4.9M | 121K | ▲New +121K sh | Q1 2026 | |
| 13 | Founders Financial Alliance, LLC | $1.7M | 37K | ▲New +37K sh | Q2 2026 | |
| 14 | Financial Sense Advisors, Inc. | $1.7M | 36K | ▼−3.7% Reduced · −1K sh | Q2 2026 | |
| 15 | Mariner, LLC | $1.3M | 31K | ▼−47% Reduced · −28K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $1.4M | 29K | —Held | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $972K | 24K | ▲+7.3% Added · +2K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $930K | 23K | ▲+96% Added · +11K sh | Q1 2026 | |
| 19 | Sigma Planning Corp | $1.0M | 22K | ▲+2.9% Added · +625 sh | Q2 2026 | |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | $924K | 20K | ▲+51% Added · +7K sh | Q2 2026 | |
| 21 | Diversify Advisory Services, LLC | $924K | 20K | ▲New +20K sh | Q2 2026 | |
| 22 | CITADEL ADVISORS LLC | $789K | 20K | ▼−45% Reduced · −16K sh | Q1 2026 | |
| 23 | ASSETMARK, INC | $819K | 18K | ▲+113% Added · +9K sh | Q2 2026 | |
| 24 | FSA WEALTH PARTNERS, INC. | $791K | 17K | ▲+36% Added · +5K sh | Q2 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $645K | 16K | ▲+5.5% Added · +837 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, 6 funds opened a new position in APUE and 4 added to an existing one, while 6 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 | 23 funds | $6.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 23 funds | $1.0B |
| NVIDIA CORPNVDA | 22 funds | $12.7B |
| APPLE INCAAPL | 22 funds | $9.4B |
| MICROSOFT CORPMSFT | 22 funds | $8.0B |
| AMAZON.COM INCAMZN | 22 funds | $7.0B |
| ELI LILLY & COLLY | 22 funds | $1.9B |
| VANGUARD VALUE ETFVTV | 22 funds | $669.0M |
| VANGUARD FTSE DEVELOPED ETFVEA | 22 funds | $519.4M |
| ISHARES MSCI EAFE VALUE ETFEFV | 22 funds | $410.2M |
| SS TECHNOLOGY SELECT SECTORXLK | 22 funds | $214.9M |
| BROADCOM INCAVGO | 21 funds | $4.8B |
Ranked by how many of APUE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CLSEmc | 99 funds | $279.9M |
| APUEthis pagemc | 53 funds | $2.5B |
| APIEmc | 41 funds | $1.0B |
| APCBmc | 37 funds | $967.7M |
| APMUETF | 23 funds | $246.1M |
| STBFPERFORMANCE TR S | 23 funds | $27.9M |
| JGRWJENSEN QUALITY | 21 funds | $31.1M |
| MINNMAIRS & PWR MINN | 17 funds | $18.5M |
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 APUE
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/APUE/capital-change-brief"
Use Arkolith's capital_change_brief for APUE. 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 APUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.