APIE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow +5.6% ·
net new positions -6.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 12.57M | +8.1% | $442.93M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 1.00M | -10.4% | $35.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 439.76K | +5.3% | $15.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 215.22K | -14.8% | $7.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 166.10K | +10.9% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 55.01K | +119.2% | $1.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 35.92K | -69.2% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Mariner, LLC | 20.44K | -42.2% | $720,510 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Principal Financial Group Inc | 18.70K | +2.0% | $659,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 17.87K | +4.3% | $629,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 8.71K | New | $307,028 | 0.0% | New | 1 | SEC ↗ |
| 12 | Assetmark, Inc | 5.91K | +2525.3% | $208,222 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 2.91K | 0.0% | $102,719 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 1.82K | +4566.7% | $64,155 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | UBS Group AG | 815 | +305.5% | $28,729 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $307,028 | 0.0% |
Exited
| Hrt Financial Lp | $344,000 | was 0.0% |
| Royal Bank Of Canada | $81,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 42 holders, 28.32M shares, $995.19M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.