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AAPR · Holdings ETF

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$29.77 -0.01 (-0.04%) At close · Sep 30
Volume · Sep 30 2900 Avg daily vol (3M) 4436

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 54
Total Value: $45,894,082
Total Shares: 1,556,049

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 54 13F filers · Δ vs Mar 31, 2026
Top Holder
38.1%
Mar 2024 → Jun 2026 · range 0.0% – 38.1%
+24.5 pts
Top 5
60.2%
Mar 2024 → Jun 2026 · range 0.0% – 60.2%
+16.8 pts
Top 10
70.1%
Mar 2024 → Jun 2026 · range 0.0% – 70.1%
+12.7 pts
HHI
1,638
Mar 2024 → Jun 2026 · range 0 – 1,638
Moderately concentrated+1,076

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
14
Decreased
9
Sold Out
6
Unchanged
22
Holder count: +3
Institutional value: +70.0%
Shares held: +66.0%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Cetera Investment Advisers +13,292 32,992
Cypress Wealth Services, LLC +9,353 21,872
Geneos Wealth Management Inc. +7,000 14,000
KFG WEALTH MANAGEMENT, LLC +5,128 24,450
OSAIC HOLDINGS, INC. +3,695 11,869

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Kestra Advisory Services, LLC −21,965 105,989
OLD MISSION CAPITAL LLC −5,651 19,640
CENTAURUS FINANCIAL, INC. −3,588 71,417
Bullseye Investment Management, LLC −2,874 2,701
Garden State Investment Advisory Services LLC −1,250 8,825

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Legacy CG, LLC 592,967 $17,488,968
Selby Wealth Management, LLC 22,700 $669,513
MML INVESTORS SERVICES, LLC 16,466 $485,648
ENVESTNET ASSET MANAGEMENT INC 14,363 $423,622
CITADEL ADVISORS LLC 10,613 $313,019

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,450 $732,705
Foundations Investment Advisors, LLC 14,474 $416,706
JANE STREET GROUP, LLC 10,882 $313,292
BridgePort Financial Solutions, LLC 10,437 $300,481
UBS Group AG 325 $9,356
Filter: New 9 Increased 14 Reduced 9 Sold out 6 Unchanged 22
Showing 54 of 54
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Legacy CG, LLC $17,488,968 38.11% 592,967
COMMONWEALTH EQUITY SERVICES, LLC $3,505,715 7.64% 118,862
Kestra Advisory Services, LLC $3,126,039 6.81% 105,989
CENTAURUS FINANCIAL, INC. $2,106,372 4.59% 71,417
LPL Financial LLC $1,404,740 3.06% 47,628
RAYMOND JAMES FINANCIAL INC $1,079,509 2.35% 36,601
Cetera Investment Advisers $973,066 2.12% 32,992
Crown Wealth Group, LLC $869,571 1.89% 29,483
MTM FINANCIAL GROUP, LLC $839,104 1.83% 28,450
Trek Financial, LLC $791,383 1.72% 26,832
KFG WEALTH MANAGEMENT, LLC $721,128 1.57% 24,450
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $684,349 1.49% 23,203
World Investment Advisors $675,294 1.47% 22,896
Selby Wealth Management, LLC $669,513 1.46% 22,700
Cypress Wealth Services, LLC $645,092 1.41% 21,872
Peak Wealth Management LLC $609,080 1.33% 20,651
OLD MISSION CAPITAL LLC $579,262 1.26% 19,640
Brookstone Capital Management $572,478 1.25% 19,410
CROSSPOINT FINANCIAL, LLC $556,699 1.21% 18,875
AXXCESS WEALTH MANAGEMENT, LLC $555,843 1.21% 18,846
Quantinno Capital Management LP $555,843 1.21% 18,846
Lineweaver Wealth Advisors, LLC $544,901 1.19% 18,475
Spire Wealth Management $513,254 1.12% 17,402
MML INVESTORS SERVICES, LLC $485,648 1.06% 16,466
ENVESTNET ASSET MANAGEMENT INC $423,622 0.92% 14,363
Geneos Wealth Management Inc. $412,916 0.90% 14,000
Farther Finance Advisors, LLC $397,874 0.87% 13,490
Three Seasons Wealth, LLC $375,960 0.82% 12,747
Keystone Wealth Services, LLC $361,065 0.79% 12,242
OSAIC HOLDINGS, INC. $350,064 0.76% 11,869
CITADEL ADVISORS LLC $313,019 0.68% 10,613
Visionary Wealth Advisors $284,027 0.62% 9,630
Garden State Investment Advisory Services LLC $260,284 0.57% 8,825
HighTower Advisors, LLC $257,364 0.56% 8,726
Diligent Investors, LLC $237,426 0.52% 8,050
AE Wealth Management LLC $208,286 0.45% 7,062
Triumph Capital Management $182,862 0.40% 6,200
BARCLAYS PLC $181,240 0.39% 6,145
Glen Eagle Advisors, LLC $166,346 0.36% 5,640
EP Wealth Advisors, LLC $155,433 0.34% 5,270
CREATIVE FINANCIAL DESIGNS INC /ADV $148,148 0.32% 5,023
CoreCap Advisors, LLC $105,175 0.23% 3,566
Steward Partners Investment Advisory, LLC $102,550 0.22% 3,477
JPMORGAN CHASE & CO $98,568 0.21% 3,342
Bullseye Investment Management, LLC $79,663 0.17% 2,701
PlanVest Financial, Inc $59,164 0.13% 2,006
NBZ Investment Advisors LLC $48,222 0.11% 1,635
Ashton Thomas Private Wealth, LLC $37,368 0.08% 1,267
IFP Advisors, Inc $26,544 0.06% 900
Financial Network Wealth Advisors LLC $19,996 0.04% 678
Archer Investment Corp $16,133 0.04% 547
DHJJ Financial Advisors, Ltd. $11,945 0.03% 405
HARBOUR INVESTMENTS, INC. $11,827 0.03% 401
Pinnacle Wealth Planning Services, Inc. $8,140 0.02% 276