Security record · archived quarter
APIE
name pending profile ingest
15Tracked holders
0Δ holders
15.40MShares held
$596.78MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 15.40M | $596.78M | +1 | −1 |
| Q1 2026 | 15 | -1 | 14.56M | $513.11M | +1 | −2 |
| Q4 2025 | 16 | -1 | 13.79M | $489.51M | — | −1 |
| Q3 2025 | 3 | +1 | 18.04K | $640,346 | +1 | — |
| Q2 2025 | 1 | +1 | 7.43K | $247,468 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 13.23M | +5.3% | $512.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 1.06M | +5.9% | $41.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 474.95K | +8.0% | $18.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 247.72K | +49.1% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 214.86K | -0.2% | $8.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 53.62K | +49.3% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 53.62K | +49.3% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Hrt Financial Lp | 22.93K | New | $888,000 | 0.0% | New | 1 | SEC ↗ |
| 9 | Mariner, LLC | 18.44K | -9.8% | $714,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 18.32K | +2.5% | $709,870 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 18.15K | +108.4% | $703,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Principal Financial Group Inc | 17.80K | -4.8% | $689,734 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Assetmark, Inc | 10.08K | +70.6% | $390,701 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 4.24K | +45.5% | $164,304 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | UBS Group AG | 2.21K | +171.2% | $85,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 2.21K | +171.2% | $85,660 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.13K | -37.8% | $43,915 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $888,000 | 0.0% |
Exited
| Citadel Advisors | $1.94M | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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