Skip to main content
Equibles
APAM logo

APAM · Artisan Partners Asset Management Inc.

Track APAM — free

Use APAM with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about APAM

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$42.18 -0.50 (-1.17%) At close · Aug 14
Market Cap
$3.42B
Shares
81.07M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding APAM

457 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 4,200,389 $171,123,848 0.19%
iShares Core S&P Small-Cap ETF 4,230,131 $153,934,467 0.17%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,112,614 $86,067,894 0.00%
Schwab U.S. Dividend Equity ETF 2,014,942 $83,579,794 0.12%
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,136,419 $77,744,287 0.00%
iShares Russell 2000 ETF 1,613,808 $65,746,538 0.09%
Schwab U.S. Dividend Equity ETF 1,688,795 $63,228,485 0.07%
VANGUARD SMALL-CAP INDEX FUND 1,517,616 $61,827,676 0.04%
iShares Russell 2000 ETF 1,564,860 $56,945,255 0.08%
VANGUARD SMALL-CAP INDEX FUND 1,546,840 $56,289,508 0.03%
VANGUARD SMALL-CAP VALUE INDEX FUND 979,415 $39,901,367 0.07%
Virtus KAR Small-Cap Core Fund 1,021,387 $37,168,273 2.06%
VANGUARD SMALL-CAP VALUE INDEX FUND 983,773 $35,799,499 0.06%
Vaughan Nelson Small Cap Fund 869,460 $31,639,649 2.30%
VANGUARD EXTENDED MARKET INDEX FUND 757,407 $30,856,761 0.04%
VANGUARD EXTENDED MARKET INDEX FUND 783,879 $28,525,357 0.03%
Wasatch Small Cap Value Fund 696,091 $28,358,747 2.13%
Fidelity Small Cap Index Fund 609,995 $27,156,977 0.09%
SMALLCAP World Fund Inc 705,000 $25,654,950 0.03%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 624,891 $25,458,059 0.19%
Wasatch Small Cap Value Fund 652,743 $23,753,318 1.80%
Fidelity Small Cap Index Fund 626,272 $23,447,624 0.07%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 637,161 $23,186,289 0.17%
VANGUARD TAX-MANAGED SMALL-CAP FUND 427,839 $17,430,161 0.19%
VANGUARD TAX-MANAGED SMALL-CAP FUND 427,839 $15,569,061 0.16%
Capital Group U.S. Small and Mid Cap ETF 403,795 $15,118,085 0.54%
Schwab U.S. Small-Cap ETF 339,816 $14,095,568 0.07%
Fidelity Extended Market Index Fund 367,373 $13,754,445 0.03%
Royce Small-Cap Fund 391,695 $13,525,228 0.63%
Federated Hermes MDT Small Cap Core Fund 361,085 $13,519,022 0.71%
iShares S&P Small-Cap 600 Growth ETF 314,318 $12,805,315 0.20%
VANGUARD RUSSELL 2000 INDEX FUND 307,416 $12,751,616 0.09%
Schwab U.S. Small-Cap ETF 339,705 $12,718,555 0.06%
iShares Russell 2000 Growth ETF 311,723 $12,699,595 0.10%
SmallCap Value Fund II 338,794 $12,684,447 1.02%
iShares S&P Small-Cap 600 Value ETF 302,606 $12,328,168 0.18%
VANGUARD RUSSELL 2000 INDEX FUND 321,647 $12,042,464 0.07%
iShares S&P Small-Cap 600 Growth ETF 328,717 $11,962,012 0.18%
iShares S&P Small-Cap 600 Value ETF 316,557 $11,519,509 0.15%
Schwab Fundamental U.S. Small Company ETF 275,931 $11,445,618 0.13%
U.S. SMALL CAP PORTFOLIO 301,902 $11,303,211 0.06%
U.S. MICRO CAP PORTFOLIO 297,594 $11,141,919 0.15%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 249,921 $11,126,483 0.01%
Nuveen Quant Small Cap Equity Fund 280,330 $10,495,555 0.27%
iShares Russell 2000 Growth ETF 280,759 $10,216,820 0.08%
iShares Russell 2000 Value ETF 248,265 $10,114,316 0.08%
SPROTT FOCUS TRUST INC. 267,500 $9,734,325 3.05%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 231,064 $9,584,535 0.20%
ROYCE SMALL-CAP TRUST, INC. 275,709 $9,520,232 0.36%
Janus Henderson Small/Mid Cap Growth Alpha ETF 210,769 $9,383,436 1.13%
Showing 1–50 of 457 positions
Key facts CIK 1517302 CUSIP 04316A108 13F (30d) 343 filings 342 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)