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Who owns AAPRWhat AAPR owns — n/a

Who owns AAPR?

Institutional ownership of AAPR from SEC Form 13F filings across 38 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

38

13F holders

$20.4M

value, 2026 filers

692,052

shares disclosed

6

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of AAPR's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1COMMONWEALTH EQUITY SERVICES, LLC118,862$3.5M0.0%-0.4%
2Kestra Advisory Services, LLC105,989$3.1M0.0%-17.2%
3LPL Financial LLC47,628$1.4M0.0%-1.0%
4RAYMOND JAMES FINANCIAL INC36,601$1.1M0.0%+1.0%
5Cetera Investment Advisers32,992$973,0630.0%+67.5%
6Trek Financial, LLC26,832$791,3800.0%0.0%
7KFG WEALTH MANAGEMENT, LLC24,450$721,1260.1%+26.5%
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC23,203$685,6490.0%+0.7%
9World Investment Advisors22,896$659,1760.0%0.0%
10Cypress Wealth Services, LLC21,872$645,0910.1%+74.7%
11OLD MISSION CAPITAL LLC19,640$579,2600.0%-22.3%
12Brookstone Capital Management19,410$572,4770.0%+1.2%
13CROSSPOINT FINANCIAL, LLC18,875$556,6991.3%0.0%
14Quantinno Capital Management LP18,846$555,8420.0%0.0%
15AXXCESS WEALTH MANAGEMENT, LLC18,846$555,8420.0%0.0%
16MML INVESTORS SERVICES, LLCNEW16,466$485,6470.0%new
17ENVESTNET ASSET MANAGEMENT INCNEW14,363$423,6210.0%new
18Keystone Wealth Services, LLC12,242$361,0640.1%0.0%
19OSAIC HOLDINGS, INC.11,869$350,0240.0%+45.2%
20CITADEL ADVISORS LLCNEW10,613$313,0190.0%new
21Garden State Investment Advisory Services LLC8,825$260,2840.0%-12.4%
22HighTower Advisors, LLC8,726$257,3730.0%0.0%
23Diligent Investors, LLC8,050$237,4260.1%+6.6%
24AE Wealth Management LLC7,062$208,2860.0%+32.0%
25Triumph Capital Management6,200$182,8620.0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.