Security record · archived quarter
APOC
name pending profile ingest
10Tracked holders
0Δ holders
373.25KShares held
$9.54MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 145.23K | -0.6% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | HighTower Advisors, LLC | 66.14K | -10.3% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 47.52K | +24.9% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 28.99K | -0.1% | $740,507 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Susquehanna International Group, Llp | 24.84K | -32.3% | $634,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Captrust Financial Advisors | 19.85K | 0.0% | $506,969 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 16.66K | -98.9% | $425,599 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Creative Planning | 15.71K | 0.0% | $401,208 | 0.0% | Held | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 8.30K | New | $214,155 | 0.0% | New | 1 | SEC ↗ |
| 10 | Barclays Plc | 17 | New | $434 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $214,155 | 0.0% |
| Barclays Plc | $434 | 0.0% |
Exited
| Envestnet Asset Management Inc | $239,530 | was 0.0% |
| Bank Of America Corp /De/ | $104,812 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 57 holders, 2.08M shares, $49.63M 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: Q1 2026 ·
Methodology ·
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