% of shares outstanding is not shown for APRH: 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 APRH 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 | HARBOUR INVESTMENTS, INC. | 137,309137,309 | $3M | — | ADD 6% |
| 2 | World Investment Advisors | 109,981109,981 | $3M | — | TRIM -3% |
| 3 | Brookstone Capital Management | 37,85037,850 | $928,206 | — | TRIM -3% |
| 4 | OLD MISSION CAPITAL LLC | 35,31735,317 | $866,089 | — | TRIM -9% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 33,55533,555 | $822,870 | — | TRIM -3% |
| 6 | Whipplewood Advisors, LLC | 31,48031,480 | $771,994 | — | ADD 4% |
| 7 | HighTower Advisors, LLC | 23,73823,738 | $582,134 | — | — |
| 8 | LPL Financial LLC | 18,44718,447 | $452,381 | — | ADD 12% |
| 9 | Maia Wealth LLC | 17,85917,859 | $437,973 | — | — |
| 10 | Sunbelt Securities, Inc. | 15,14615,146 | $371,418 | — | — |
| 11 | GOLDMAN SACHS GROUP INC | 13,30513,305 | $326,283 | — | ADD 28% |
| 12 | MML INVESTORS SERVICES, LLC | 12,06912,069 | $295,977 | — | TRIM -39% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,42510,425 | $255,655 | — | NEW |
| 14 | Vestmark Advisory Solutions, Inc. | 9,2009,200 | $225,614 | — | — |
| 15 | Sound Income Strategies, LLC | 8,8068,806 | $216,386 | — | — |
| 16 | Soltis Investment Advisors LLC | 8,4698,469 | $207,700 | — | NEW |
| 17 | CHAPMAN FINANCIAL GROUP, LLC | 4,8004,800 | $117,712 | — | — |
| 18 | AE Wealth Management LLC | 2,6292,629 | $64,472 | — | — |
| 19 | UBS Group AG | 2,0322,032 | $49,831 | — | ADD 1372% |
| 20 | CWM, LLC | 1,9441,944 | $47,673 | — | — |
| 21 | Farther Finance Advisors, LLC | 1,4781,478 | $36,310 | — | — |
| 22 | HARBOR INVESTMENT ADVISORY, LLC | 1,0181,018 | $24,965 | — | — |
| 23 | OSAIC HOLDINGS, INC. | 917917 | $22,484 | — | — |
| 24 | CoreCap Advisors, LLC | 501501 | $12,286 | — | — |
| 25 | IFP Advisors, Inc | 130130 | $3,188 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| HARBOUR INVESTMENTS, INC. | 70K | 69K | 168K | 164K | 129K | 137K | $3M |
| World Investment Advisors | 115K | 112K | 119K | 116K | 114K | 110K | $3M |
| Brookstone Capital Management | 42K | 41K | 43K | 41K | 39K | 38K | $928,206 |
| OLD MISSION CAPITAL LLC | 38K | 78K | — | 33K | 39K | 35K | $866,089 |
| COMMONWEALTH EQUITY SERVICES, LLC | 39K | 35K | 35K | 34K | 35K | 34K | $822,870 |
| Whipplewood Advisors, LLC | — | 29K | 29K | 30K | 30K | 31K | $771,994 |
| HighTower Advisors, LLC | 28K | 28K | 24K | 24K | 24K | 24K | $582,134 |
| LPL Financial LLC | — | — | — | 17K | 16K | 18K | $452,381 |
| Maia Wealth LLC | 52K | 50K | 17K | 18K | 18K | 18K | $437,973 |
| Sunbelt Securities, Inc. | 23K | 15K | 23K | 24K | 15K | 15K | $371,418 |
| GOLDMAN SACHS GROUP INC | — | — | 12K | 11K | 10K | 13K | $326,283 |
| MML INVESTORS SERVICES, LLC | — | — | 25K | 21K | 20K | 12K | $295,977 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27K | 26K | 10K | 13K | — | 10K | $255,655 |
| Vestmark Advisory Solutions, Inc. | — | 12K | 12K | 9K | 9K | 9K | $225,614 |
| Sound Income Strategies, LLC | — | — | — | 9K | 9K | 9K | $216,386 |
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 | 25 | 538,405 | — | $13M |
| 2025-Q4 | 29 | 547,480 | — | $14M |
| 2025-Q3 | 27 | 601,817 | — | $15M |
| 2025-Q2 | 26 | 582,897 | — | $14M |
| 2025-Q1 | 21 | 553,749 | — | $14M |
| 2024-Q4 | 20 | 571,267 | — | $14M |
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 | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +10,425 | $255,655 | OPEN |
| Soltis Investment Advisors LLC | +8,469 | $207,688 | OPEN |
| HARBOUR INVESTMENTS, INC. | +8,003 | $196,260 | ADD |
| GOLDMAN SACHS GROUP INC | +2,927 | $71,780 | ADD |
| LPL Financial LLC | +2,041 | $50,052 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Andina Capital Management, LLC | −14,554 | $356,912 | CLOSE |
| MML INVESTORS SERVICES, LLC | −7,601 | $186,402 | TRIM |
| WINNOW WEALTH LLC | −5,170 | $126,785 | CLOSE |
| Kestra Advisory Services, LLC | −4,200 | $102,998 | CLOSE |
| World Investment Advisors | −3,558 | $87,254 | 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 |
| 18 |
| 470,497 |
| — |
| $12M |
| 2024-Q2 | 19 | 511,230 | — | $13M |
| 2024-Q1 | 16 | 450,946 | — | $11M |
| 2023-Q4 | 20 | 541,430 | — | $13M |
| 2023-Q3 | 15 | 467,935 | — | $12M |
| 2023-Q2 | 16 | 490,339 | — | $12M |
