Who owns APXM?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of APXM from SEC Form 13F filings across 18 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.
As of the 2026-06-30 reporting period, 18 institutions disclosed 188,633 shares of APXM worth $6.0M; the largest disclosed holder is Madrona Financial Services, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
18
13F holders
$6.0M
value, 2026 filers
188,633
shares disclosed
8
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 APXM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Madrona Financial Services, LLC | 22,284 | $706,069 | 0.1% | — | +232.4% |
| 2 | Kestra Advisory Services, LLC | 19,010 | $602,332 | 0.0% | — | +171.6% |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 18,741 | $593,809 | 0.0% | — | new |
| 4 | HBW ADVISORY SERVICES LLCNEW | 18,125 | $574,291 | 0.1% | — | new |
| 5 | OLD MISSION CAPITAL LLCNEW | 16,182 | $512,726 | 0.0% | — | new |
| 6 | Chris Bulman IncNEW | 15,494 | $490,927 | 0.2% | — | new |
| 7 | Foundations Investment Advisors, LLCNEW | 15,494 | $490,927 | 0.0% | — | new |
| 8 | VICTORY FINANCIAL GROUP, LLC | 15,123 | $479,172 | 0.1% | — | +18.1% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 11,754 | $372,430 | 0.0% | — | new |
| 10 | Ameritas Advisory Services, LLCNEW | 8,440 | $267,421 | 0.0% | — | new |
| 11 | Sovran Advisors, LLC | 7,952 | $252,476 | 0.0% | — | 0.0% |
| 12 | VestGen Advisors, LLC | 6,361 | $201,548 | 0.0% | — | 0.0% |
| 13 | HARBOUR INVESTMENTS, INC. | 5,040 | $159,692 | 0.0% | — | +233.8% |
| 14 | AE Wealth Management LLCNEW | 3,156 | $99,998 | 0.0% | — | new |
| 15 | Integrity Financial Corp /WA | 2,979 | $94,390 | 0.0% | — | +644.8% |
| 16 | DHJJ Financial Advisors, Ltd. | 1,402 | $44,423 | 0.0% | — | 0.0% |
| 17 | Steward Partners Investment Advisory, LLC | 832 | $26,362 | 0.0% | — | 0.0% |
| 18 | BARCLAYS PLC | 264 | $8,365 | 0.0% | — | 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.