Among active 13F managers last quarter, 4 opened and 3 added, while none reduced or exited; the largest holder to move was Madrona Financial Services, LLC (+232%). No recent Form 4 insider filings for APXM.
Funds lean in and no leg opposes.
14 tracked 13F filers disclose a position in APXM as of the latest SEC 13F filings, a combined $4.3M 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 | Madrona Financial Services, LLC | 22K | $706K | ▲+232% Added · +16K sh | Q2 2026 | |
| 2 | Kestra Advisory Services, LLC | 19K | $602K | ▲+172% Added · +12K sh | Q2 2026 | |
| 3 | HBW Advisory Services LLC | 18K | $574K | ▲New +18K sh | Q2 2026 | |
| 4 | Foundations Investment Advisors, LLC | 15K | $491K | ▲New +15K sh | Q2 2026 | |
| 5 | Chris Bulman Inc | 15K | $491K | ▲New +15K sh | Q2 2026 | |
| 6 | Victory Financial Group, LLC | 15K | $479K | ▲+18% Added · +2K sh | Q2 2026 | |
| 7 | Ameritas Advisory Services, LLC | 8K | $267K | ▲New +8K sh | Q2 2026 | |
| 8 | Sovran Advisors, LLC | 8K | $252K | —Held | Q2 2026 | |
| 9 | VestGen Advisors, LLC | 6K | $202K | —Held | Q2 2026 | |
| 10 | Integrity Financial Corp | 3K | $94K | ▲+645% Added · +3K sh | Q2 2026 | |
| 11 | Harbour Investments, Inc. | 2K | $47K | —Held | Q1 2026 | |
| 12 | DHJJ Financial Advisors, Ltd. | 1K | $44K | —Held | Q2 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | 832 | $26K | —Held | Q2 2026 | |
| 14 | Barclays PLC | 264 | $8K | —Held | 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, 4 funds opened a new position in APXM and 3 added to an existing one, while none reduced or exited. 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 | 10 funds | $700.8M |
| Apple IncAAPL | 10 funds | $568.5M |
| Vanguard S&P 500 ETFVOO | 10 funds | $504.9M |
| Nvidia CorpNVDA | 10 funds | $457.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $337.9M |
| Vanguard Total Stock MKT ETFVTI | 10 funds | $297.0M |
| Microsoft CorpMSFT | 10 funds | $284.8M |
| Amazon.com IncAMZN | 10 funds | $243.9M |
| Alphabet Inc-CL AGOOGL | 10 funds | $203.3M |
| FT Vest Lad Buffervetf-Usd IBUFR | 10 funds | $194.5M |
| Eli Lilly & CoLLY | 10 funds | $148.0M |
| JPMorgan Chase & CoJPM | 10 funds | $141.7M |
Ranked by how many of APXM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in APXM.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 4 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| BUFDmc | 201 funds | $1.4B |
| BUFQmc | 173 funds | $1.0B |
| FJULmc | 140 funds | $251.9M |
| FDECmc | 137 funds | $307.6M |
| FSEPmc | 137 funds | $287.4M |
| FAPRmc | 136 funds | $216.3M |
| BUFZmc | 132 funds | $769.2M |
| GJULmc | 115 funds | $196.4M |
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 APXM
This stock 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/APXM/capital-change-brief"
Use Arkolith's capital_change_brief for APXM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for APXM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.