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.
| # | 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. | $998.7M | 24.9M | ▼−7.0% Reduced · −1.9M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $78.5M | 2.0M | ▼−9.8% Reduced · −213K sh | Q1 2026 | |
| 4 | PRINCIPAL SECURITIES, INC. | $54.9M | 1.4M | ▲+5.2% Added · +67K sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $35.2M | 878K | ▲+11% Added · +89K sh | Q1 2026 | |
| 6 | B. Riley Wealth Advisors, Inc. | $23.4M | 511K | ▲+19% Added · +81K sh | Q2 2026 | |
| 7 | &PARTNERS | $18.0M | 449K | ▲+12% Added · +48K sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $16.1M | 402K | ▼−7.8% Reduced · −34K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $13.6M | 339K | ▲+16% Added · +46K sh | Q1 2026 | |
| 10 | Spire Wealth Management | $6.7M | 168K | ▼−7.3% Reduced · −13K sh | Q1 2026 | |
| 11 | Farther Finance Advisors, LLC | $4.9M | 121K | ▲New +121K sh | Q1 2026 | |
| 12 | Mariner, LLC | $1.3M | 31K | ▼−47% Reduced · −28K sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $1.2M | 29K | —Held | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $972K | 24K | ▲+7.3% Added · +2K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $930K | 23K | ▲+96% Added · +11K sh | Q1 2026 | |
| 16 | Kestra Advisory Services, LLC | $862K | 22K | ▲+62% Added · +8K sh | Q1 2026 | |
| 17 | Sigma Planning Corp | $861K | 21K | ▲+2.4% Added · +502 sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $789K | 20K | ▼−45% Reduced · −16K sh | Q1 2026 | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $645K | 16K | ▲+5.5% Added · +837 sh | Q1 2026 | |
| 20 | Allworth Financial LP | $554K | 14K | ▼−4.4% Reduced · −640 sh | Q1 2026 | |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | $587K | 13K | ▲+41% Added · +4K sh | Q1 2026 | |
| 22 | Merit Financial Group, LLC | $539K | 13K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 23 | QRG CAPITAL MANAGEMENT, INC. | $595K | 13K | ▼−15% Reduced · −2K sh | Q2 2026 | |
| 24 | Modern Wealth Management, LLC | $455K | 11K | ▼−43% Reduced · −8K sh | Q1 2026 | |
| 25 | Western Wealth Management, LLC | $437K | 11K | ▲New +11K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 22 funds | $10.4B |
| NVIDIA CORPNVDA | 22 funds | $9.7B |
| APPLE INCAAPL | 22 funds | $8.7B |
| MICROSOFT CORPMSFT | 22 funds | $6.2B |
| AMAZON.COM INCAMZN | 22 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 22 funds | $4.2B |
| BROADCOM INCAVGO | 22 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $3.3B |
| JPMORGAN CHASE & COJPM | 22 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 22 funds | $2.7B |
| ISHARES CORE MSCI EMERGINGIEMG | 22 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 + 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. Every panel above is one call to the Arkolith API & MCP server.