Institutional Holders (2026 Q1)
19 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APLU. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Beaumont Financial Advisors, LLC | 1.21% | 711,322 | $17.6M |
| 2 | Allspring Global Investments Holdings, LLC | 0.31% | 7,390,700 | $182.4M |
| 3 | Steward Partners Investment Advisory, LLC | 0.24% | 1,937,933 | $47.8M |
| 4 | Beam Wealth Advisors, INC. | 0.21% | 34,915 | $862K |
| 5 | Brady Martz Wealth Solutions, LLC | 0.21% | 49,834 | $1.2M |
| 6 | Accurate Wealth Management, LLC | 0.21% | 68,910 | $1.7M |
| 7 | Arax Advisory Partners | 0.05% | 66,296 | $1.6M |
| 8 | Parkside Financial Bank & Trust | 0.04% | 22,615 | $558K |
| 9 | Crescent Grove Advisors, LLC | 0.03% | 14,384 | $355K |
| 10 | Integrated Wealth Concepts LLC | 0.01% | 69,402 | $1.7M |
| 11 | Focus Partners Advisor Solutions, LLC | 0.01% | 49,834 | $1.2M |
| 12 | Stifel Financial Corp | 0.01% | 423,578 | $10.5M |
| 13 | Raymond James Financial Inc | 0.01% | 1,262,250 | $31.1M |
| 14 | Cerity Partners LLC | 0.01% | 228,717 | $5.6M |
| 15 | Summit Financial, LLC | 0.00% | 13,461 | $332K |
| 16 | Parallel Advisors, LLC | 0.00% | 2,868 | $71K |
| 17 | Jane Street Group, LLC | 0.00% | 121,444 | $3.0M |
| 18 | Jones Financial Companies Lllp | 0.00% | 1,096 | $27K |
| 19 | UBS Group AG | 0.00% | 169 | $4K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|