On this page, we present all of the funds holding APUE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding APUE, with a link to that fund's top holdings. The next columns indicate the amount of APUE stock held by each of the funds holding APUE, followed by the APUE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 14 funds holding APUE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Portfolio Solutions Inc.. For more details on the positions held by Envestnet Portfolio Solutions Inc. (or by any of the other funds holding APUE), click the fund name in the "Holder" column of the funds-holding-APUE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Envestnet Portfolio Solutions Inc. | 11,922,116 | $346,814 | 12/31/2023 |
APUE | 11,922,116 | $346,814 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,426,423 | $41,495 | 12/31/2023 |
APUE | 1,426,423 | $41,495 | 12/31/2023 |
Atria Wealth Solutions Inc. | 1,111,005 | $32,429 | 12/31/2023 |
APUE | 1,111,005 | $32,429 | 12/31/2023 |
HighTower Advisors LLC | 226,762 | $6,594 | 12/31/2023 |
APUE | 226,762 | $6,594 | 12/31/2023 |
National Asset Management Inc. | 184,019 | $5,353 | 12/31/2023 |
APUE | 184,019 | $5,353 | 12/31/2023 |
Financial Sense Advisors Inc. | 39,571 | $1,277 | 03/31/2024 |
APUE | 39,571 | $1,277 | 03/31/2024 |
Advisor Group Holdings Inc. | 43,080 | $1,253 | 12/31/2023 |
APUE | 43,080 | $1,253 | 12/31/2023 |
Principal Securities Inc. | 17,834 | $519 | 12/31/2023 |
APUE | 17,834 | $519 | 12/31/2023 |
Lincoln National Corp | 16,529 | $481 | 12/31/2023 |
APUE | 16,529 | $481 | 12/31/2023 |
MML Investors Services LLC | 10,429 | $303 | 12/31/2023 |
APUE | 10,429 | $303 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 8,371 | $270 | 03/31/2024 |
APUE | 8,371 | $270 | 03/31/2024 |
Proequities Inc. | 6,830 | $199 | 12/31/2023 |
APUE | 6,830 | $199 | 12/31/2023 |
First Horizon Advisors Inc. | 3,280 | $106 | 03/31/2024 |
APUE | 3,280 | $106 | 03/31/2024 |
Comerica Bank | 1,056 | $31 | 12/31/2023 |
APUE | 1,056 | $31 | 12/31/2023 |
UBS Group AG | 17 | $0 | 12/31/2023 |
APUE | 17 | $0 | 12/31/2023 |
See Summary: Institutional Holders of APUE
See Details: Top 10 Hedge Funds Holding APUE
Also See: APUE Holdings Changes
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