APVO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow -17.4% ·
net new positions +16.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 6 | +1 | 24.66K | $109,470 | +1 | — |
| Q1 2026 | 6 | -2 | 29.86K | $127,503 | +1 | −3 |
| Q4 2025 | 8 | 0 | 20.16K | $190,078 | +2 | −2 |
| Q3 2025 | 2 | +1 | 299.94K | $434,920 | +1 | — |
| Q2 2025 | 1 | -1 | 1 | $3 | — | −1 |
| Q1 2025 | 1 | +1 | 10.53K | $12,210 | +1 | — |
| Q3 2024 | 4 | +3 | 206.09K | $37,053 | +3 | — |
| Q2 2024 | 1 | — | 19.39K | $5,931 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 12.71K | 0.0% | $56,446 | 0.0% | Held | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 10.82K | -18.9% | $48,044 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 730 | -78.8% | $3,242 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 360 | 0.0% | $1,596 | 0.0% | Held | 3 | SEC ↗ |
| 5 | Barclays Plc | 31 | New | $138 | 0.0% | New | 1 | SEC ↗ |
| 6 | Danske Bank A/S | 1 | 0.0% | $4 | 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
| Barclays Plc | $138 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 53.75K shares, $145,738 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.