% of shares outstanding is not shown for APIE: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for APIE in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 12,565,43612.6M | $443M | — | ADD 8% |
| 2 | Envestnet Portfolio Solutions, Inc. | 12,147,99012.1M | $428M | — | TRIM -9% |
| 3 | LPL Financial LLC | 1,001,7121.0M | $35M | — | TRIM -10% |
| 4 | PRINCIPAL SECURITIES, INC. | 694,896694,896 | $24M | — | ADD 4% |
| 5 | MML INVESTORS SERVICES, LLC | 439,764439,764 | $16M | — | ADD 5% |
| 6 | &PARTNERS | 228,561228,561 | $8M | — | ADD 6% |
| 7 | OSAIC HOLDINGS, INC. | 215,217215,217 | $8M | — | TRIM -15% |
| 8 | B. Riley Wealth Advisors, Inc. | 211,473211,473 | $7M | — | TRIM -5% |
| 9 | Cetera Investment Advisers | 166,098166,098 | $6M | — | ADD 11% |
| 10 | RESOLUTE WEALTH ADVISOR, INC. | 132,128132,128 | $5M | — | NEW |
| 11 | Spire Wealth Management | 82,07982,079 | $3M | — | TRIM -8% |
| 12 | Farther Finance Advisors, LLC | 56,43256,432 | $2M | — | NEW |
| 13 | CITADEL ADVISORS LLC | 55,00955,009 | $2M | — | ADD 119% |
| 14 | World Investment Advisors | 45,36245,362 | $2M | — | — |
| 15 | WEDBUSH SECURITIES INC | 45,05445,054 | $2M | — | ADD 13% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,91635,916 | $1M | — | TRIM -69% |
| 17 | Cambridge Investment Research Advisors, Inc. | 21,05221,052 | $742,000 | — | — |
| 18 | Mariner, LLC | 20,44020,440 | $720,510 | — | TRIM -42% |
| 19 | PRINCIPAL FINANCIAL GROUP INC | 18,69918,699 | $659,140 | — | ADD 2% |
| 20 | Financial Sense Advisors, Inc. | 18,27118,271 | $644,053 | — | TRIM -3% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 17,86817,868 | $629,850 | — | ADD 4% |
| 22 | Kestra Advisory Services, LLC | 14,03414,034 | $494,713 | — | ADD 60% |
| 23 | Sigma Planning Corp | 12,15712,157 | $428,541 | — | ADD 20% |
| 24 | JANE STREET GROUP, LLC | 8,7108,710 | $307,028 | — | NEW |
| 25 | QRG CAPITAL MANAGEMENT, INC. | 7,2477,247 | $255,457 | — | NEW |
| 26 | DIVERSIFY WEALTH MANAGEMENT, LLC | 6,5916,591 | $242,892 | — | ADD 21% |
| 27 | Capital Asset Managemnet, LLC | 6,4076,407 | $225,842 | — | — |
| 28 | ASSETMARK, INC | 5,9075,907 | $208,222 | — | ADD 2525% |
| 29 | FSA WEALTH PARTNERS, INC. | 5,8945,894 | $207,764 | — | NEW |
| 30 | Allworth Financial LP | 4,8384,838 | $170,540 | — | TRIM -6% |
| 31 | MORGAN STANLEY | 2,9142,914 | $102,719 | — | — |
| 32 | Pinnacle Bancorp, Inc. | 2,1342,134 | $75,224 | — | — |
| 33 | Pioneer Family Office, LLC | 1,8961,896 | $66,835 | — | — |
| 34 | PNC FINANCIAL SERVICES GROUP, INC. | 1,8201,820 | $64,155 | — | ADD 4567% |
| 35 | MAI Capital Management | 1,1611,161 | $40,926 | — | NEW |
| 36 | Wellington Grp LLC | 821821 | $28,940 | — | NEW |
| 37 | UBS Group AG | 815815 | $28,729 | — | ADD 305% |
| 38 | Signature Resources Capital Management, LLC | 464464 | $16,356 | — | ADD 399% |
| 39 | NewEdge Advisors, LLC | 16,06016,060 | $16,060 | — | — |
| 40 | IFP Advisors, Inc | 301301 | $10,610 | — | — |
| 41 | Ascentis Independent Advisors | 6767 | $2,361 | — | NEW |
| 42 | Signature Equity Partners, LLC | 2828 | $987 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 10.4M | 11.0M | 11.2M | 10.5M | 11.6M | 12.6M | $443M |
| Envestnet Portfolio Solutions, Inc. | 19.1M | 16.2M | 15.2M | 13.3M | 13.4M | 12.1M | $428M |
| LPL Financial LLC | 473K | 464K | 1.3M | 1.2M | 1.1M | 1.0M | $35M |
| PRINCIPAL SECURITIES, INC. | 336K | 336K | 549K | 609K | 668K | 695K | $24M |
| MML INVESTORS SERVICES, LLC | 247K | 282K | 363K | 353K | 418K | 440K | $16M |
| &PARTNERS | 84K | 140K | 117K | 123K | 215K | 229K | $8M |
| OSAIC HOLDINGS, INC. | 116K | 25K | 257K | 253K | 253K | 215K | $8M |
| B. Riley Wealth Advisors, Inc. | 189K | — | 202K | 199K | 223K | 211K | $7M |
| Cetera Investment Advisers | — | 110K | 125K | 119K | 150K | 166K | $6M |
| RESOLUTE WEALTH ADVISOR, INC. | — | — | — | — | — | 132K | $5M |
| Spire Wealth Management | 107K | 103K | 78K | 82K | 89K | 82K | $3M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 56K | $2M |
| CITADEL ADVISORS LLC | — | — | 7K | 13K | 25K | 55K | $2M |
| World Investment Advisors | 34K | 34K | 31K | 27K | 46K | 45K | $2M |
| WEDBUSH SECURITIES INC | 19K | 34K | 46K | 40K | 40K | 45K | $2M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 42 | 28,319,723 | — | $998M |
| 2025-Q4 | 41 | 28,544,342 | — | $1.0B |
| 2025-Q3 | 39 | 27,373,056 | — | $972M |
| 2025-Q2 | 42 | 30,202,956 | — | $1.0B |
| 2025-Q1 | 37 | 29,833,603 | — | $896M |
| 2024-Q4 | 37 | 32,160,225 | — | $901M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +946,215 | $33M | ADD |
| RESOLUTE WEALTH ADVISOR, INC. | +132,128 | $5M | OPEN |
| Farther Finance Advisors, LLC | +56,432 | $2M | OPEN |
| CITADEL ADVISORS LLC | +29,910 | $1M | ADD |
| PRINCIPAL SECURITIES, INC. | +27,202 | $958,871 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | −1,211,472 | $43M | TRIM |
| LPL Financial LLC | −116,318 | $4M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −80,558 | $3M | TRIM |
| OSAIC HOLDINGS, INC. | −37,365 | $1M | TRIM |
| Mariner, LLC | −14,946 | $526,847 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q3 | 25 | 28,262,617 | — | $869M |
| 2024-Q2 | 24 | 26,125,913 | — | $744M |
| 2024-Q1 | 14 | 10,670,769 | — | $302M |
| 2023-Q4 | 11 | 7,795,149 | — | $208M |
| 2023-Q3 | 10 | 3,942,048 | — | $96M |
| 2023-Q2 | 5 | 3,434,705 | — | $88M |
