APMU
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow +14.5% ·
net new positions -18.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | +1 | 6.42M | $160.72M | +2 | −1 |
| Q1 2026 | 11 | -2 | 5.81M | $144.60M | +1 | −3 |
| Q4 2025 | 13 | +1 | 5.07M | $127.32M | +1 | — |
| Q3 2025 | 1 | — | 1 | $25 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 5.01M | +15.5% | $124.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 452.18K | +3.3% | $11.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 182.24K | +42.7% | $4.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 80.37K | +47.7% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Principal Financial Group Inc | 42.99K | +1.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 13.75K | -2.3% | $342,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Susquehanna International Group, Llp | 11.48K | -20.9% | $285,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 8.84K | -14.7% | $220,014 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 3.64K | New | $90,526 | 0.0% | New | 1 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 3.64K | New | $90,526 | 0.0% | New | 1 | SEC ↗ |
| 11 | UBS Group AG | 313 | +439.7% | $7,791 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 1 | 0.0% | $25 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Pnc Financial Services Group… | $90,526 | 0.0% |
| Pnc Financial Services Group… | $90,526 | 0.0% |
Exited
| Jane Street Group, Llc | $485,090 | was 0.0% |
| Goldman Sachs Group | $299,625 | was 0.0% |
| Royal Bank Of Canada | $29,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 22 holders, 9.82M shares, $239.43M 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.