13F QoQ Ownership Changes
APLE Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 50 new · 119 added · 164 reduced · 51 exited
New Positions(50)
Added To(119)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NORGES BANK | 3,455,684 | +2,620,570 | $40.9M | +$28.5M | 313.8% |
| Centerbridge Partners, L.P. | 4,229,785 | +1,982,000 | $50.1M | +$23.1M | 88.2% |
| UBS Group AG | 4,721,481 | +1,786,018 | $55.9M | +$20.7M | 60.8% |
| BlackRock, Inc. | 39,500,351 | +1,018,073 | $468.1M | +$5.9M | 2.6% |
| MORGAN STANLEY | 2,936,812 | +306,937 | $34.8M | +$3.2M | 11.7% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 480,332 | +256,700 | $5.7M | +$3.0M | 114.8% |
| WATERFALL ASSET MANAGEMENT, LLC | 882,127 | +152,127 | $10.5M | +$1.7M | 20.8% |
| MARSHALL WACE, LLP | 175,884 | +129,722 | $2.1M | +$1.5M | 281.0% |
| Legal & General Group Plc | 1,623,818 | +146,431 | $19.2M | +$1.5M | 9.9% |
| STATE STREET CORP | 12,962,856 | +68,794 | $154.6M | -$1.2M | 0.5% |
| WOLVERINE ASSET MANAGEMENT LLC | 319,553 | +106,946 | $3.8M | +$1.2M | 50.3% |
| CITIGROUP INC | 319,636 | +98,271 | $3.8M | +$1.1M | 44.4% |
| Masterton Capital Management, LP | 531,000 | +99,800 | $6.3M | +$1.1M | 23.1% |
| FRANKLIN RESOURCES INC | 321,578 | +94,249 | $3.8M | +$1.1M | 41.5% |
| WELLS FARGO & COMPANY/MN | 295,479 | +83,802 | $3.5M | +$959.2K | 39.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,080,716 | +14,947 | $72.1M | -$795.2K | 0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,714,872 | +125,759 | $55.9M | +$756.0K | 2.7% |
| Russell Investments Group, Ltd. | 257,817 | +64,503 | $3.1M | +$733.4K | 33.4% |
| Clearbridge Investments, LLC | 659,804 | +54,305 | $7.8M | +$546.6K | 9.0% |
| BNP PARIBAS FINANCIAL MARKETS | 113,509 | +46,548 | $1.3M | +$540.9K | 69.5% |
| RAYMOND JAMES FINANCIAL INC | 414,367 | +50,222 | $4.9M | +$536.9K | 13.8% |
| XTX Topco Ltd | 77,390 | +41,646 | $917.1K | +$487.8K | 116.5% |
| Invesco Ltd. | 1,697,962 | +60,126 | $20.1M | +$450.4K | 3.7% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 7,107,802 | +127,327 | $84.2M | +$392.0K | 1.8% |
| Sound Income Strategies, LLC | 45,985 | +18,184 | $569.3K | +$250.4K | 65.4% |
| Cerity Partners LLC | 83,387 | +21,201 | $988.1K | +$241.3K | 34.1% |
| FIRST TRUST ADVISORS LP | 756,641 | +28,631 | $9.0M | +$222.8K | 3.9% |
| M&T Bank Corp | 31,863 | +17,460 | $377.6K | +$204.2K | 121.2% |
| Hazelview Securities Inc. | 40,960 | +16,570 | $494.0K | +$201.1K | 67.9% |
| Creative Planning | 62,379 | +17,435 | $739.2K | +$199.4K | 38.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | 15,702 | +3,007 | $186.1K | +$185.9K | 23.7% |
| GUGGENHEIM CAPITAL LLC | 41,476 | +14,920 | $491.5K | +$172.6K | 56.2% |
| Mariner, LLC | 44,502 | +13,859 | $528.3K | +$160.3K | 45.2% |
| TD PRIVATE CLIENT WEALTH LLC | 12,496 | +11,331 | $148.1K | +$134.1K | 972.6% |
| IEQ CAPITAL, LLC | 127,730 | +12,652 | $1.5M | +$131.5K | 11.0% |
| Allspring Global Investments Holdings, LLC | 42,463 | +8,841 | $512.1K | +$106.3K | 26.3% |
| CIBC Asset Management Inc | 22,296 | +7,453 | $264.2K | +$85.9K | 50.2% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 171,400 | +6,297 | $2.1M | +$84.2K | 3.8% |
| PNC Financial Services Group, Inc. | 35,071 | +6,612 | $415.6K | +$73.8K | 23.2% |
| STRS OHIO | 997,934 | +18,600 | $11.8M | +$63.7K | 1.9% |
| QRG CAPITAL MANAGEMENT, INC. | 114,046 | +6,540 | $1.4M | +$60.3K | 6.1% |
| Corient Private Wealth LLC | 32,166 | +18,608 | $219.2K | +$56.3K | 137.2% |
| Advisors Asset Management, Inc. | 8,820 | +4,673 | $104.5K | +$54.7K | 112.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | 622,462 | +4,506 | $7.4M | -$45.5K | 0.7% |
| HighTower Advisors, LLC | 18,597 | +3,872 | $220.4K | +$43.5K | 26.3% |
| Federation des caisses Desjardins du Quebec | 17,901 | +3,849 | $212.1K | +$43.4K | 27.4% |
| Farther Finance Advisors, LLC | 5,132 | +3,564 | $60.8K | +$42.0K | 227.3% |
| Pathstone Holdings, LLC | 58,756 | +4,012 | $696.3K | +$38.8K | 7.3% |
| Aberdeen Group plc | 80,142 | +4,275 | $949.7K | +$38.5K | 5.6% |
| QUADRANT CAPITAL GROUP LLC | 7,451 | +3,154 | $88.4K | +$36.8K | 73.4% |
| ALLIANCEBERNSTEIN L.P. | 346,087 | +7,585 | $4.1M | +$35.7K | 2.2% |
| MML INVESTORS SERVICES, LLC | 85,268 | +3,866 | $1.0M | +$32.8K | 4.7% |
| Cascade Investment Advisors, Inc. | 68,388 | +3,325 | $810.4K | +$29.0K | 5.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 216,285 | +5,129 | $2.6M | +$27.0K | 2.4% |
| JONES FINANCIAL COMPANIES LLLP | 2,857 | +2,224 | $33.9K | +$26.2K | 351.3% |
| CWA Asset Management Group, LLC | 79,502 | +3,053 | $942.1K | +$24.0K | 4.0% |
| CONGRESS ASSET MANAGEMENT CO | 472,978 | +8,032 | $5.6M | +$20.8K | 1.7% |
| Amundi | 151,565 | +76 | $1.8M | +$20.6K | 0.1% |
| NOMURA ASSET MANAGEMENT CO LTD | 331,500 | +6,000 | $3.9M | +$19.0K | 1.8% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 175,955 | +3,878 | $2.1M | +$18.4K | 2.3% |
| Metis Global Partners, LLC | 52,050 | +2,158 | $616.8K | +$17.6K | 4.3% |
| Illinois Municipal Retirement Fund | 120,726 | +186 | $1.4M | -$17.1K | 0.1% |
| SIGNATUREFD, LLC | 7,271 | +1,357 | $86.2K | +$15.1K | 22.9% |
| DANSKE BANK A/S | 4,300 | +1,300 | $51.0K | +$14.9K | 43.3% |
| SEI INVESTMENTS CO | 262,685 | +2,270 | $3.1M | -$14.7K | 0.9% |
| Mirae Asset Global Investments Co., Ltd. | 8,316 | +1,160 | $98.5K | +$12.6K | 16.2% |
| AMERICAN CENTURY COMPANIES INC | 88,843 | +2,179 | $1.1M | +$12.0K | 2.5% |
| CAPTRUST FINANCIAL ADVISORS | 13,519 | +1,149 | $160.2K | +$11.6K | 9.3% |
| ROTHSCHILD INVESTMENT LLC | 1,522 | +947 | $18.0K | +$11.1K | 164.7% |
| Cutler Capital Management, LLC | 290,270 | +3,000 | $3.4M | -$10.4K | 1.0% |
| ProShare Advisors LLC | 43,518 | +1,370 | $515.7K | +$9.5K | 3.3% |
| Global Retirement Partners, LLC | 762 | +645 | $9.0K | +$7.6K | 551.3% |
| EXCHANGE TRADED CONCEPTS, LLC | 2,542 | +460 | $30.1K | +$5.1K | 22.1% |
| UMB Bank, n.a. | 1,416 | +395 | $16.8K | +$4.5K | 38.7% |
| KEYBANK NATIONAL ASSOCIATION/OH | 35,338 | +124 | $418.8K | -$4.2K | 0.3% |
| BROWN BROTHERS HARRIMAN & CO | 444 | +285 | $5.3K | +$3.4K | 179.2% |
| B. Riley Wealth Advisors, Inc. | 22,805 | +25 | $270.3K | -$3.2K | 0.1% |
| Swiss National Bank | 443,910 | +5,700 | $5.3M | -$2.6K | 1.3% |
| NEUBERGER BERMAN GROUP LLC | 16,446 | +39 | $194.9K | -$2.2K | 0.2% |
| OSAIC HOLDINGS, INC. | 26,989 | +1,392 | $319.8K | +$2.1K | 5.4% |
| MAI Capital Management | 836 | +162 | $9.9K | +$1.8K | 24.0% |
| Kestra Investment Management, LLC | 43,437 | +726 | $514.7K | +$1.8K | 1.7% |
| Sigma Planning Corp | 23,382 | +457 | $277.1K | +$1.7K | 2.0% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 25,146 | +457 | $298.0K | +$1.5K | 1.9% |
| PFG Investments, LLC | 13,806 | +67 | $163.6K | -$1.4K | 0.5% |
| Maryland State Retirement & Pension System | 32,227 | +542 | $381.9K | +$1.4K | 1.7% |
| PRIVATE TRUST CO NA | 841 | +121 | $10.0K | +$1.3K | 16.8% |
| DEUTSCHE BANK AG\ | 345,913 | +4,714 | $4.1M | +$1.3K | 1.4% |
| XPONANCE, INC. | 17,764 | +132 | $210.5K | -$1.3K | 0.7% |
| AQR CAPITAL MANAGEMENT LLC | 937,449 | +12,384 | $11.1M | -$1.3K | 1.3% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 108,898 | +98,950 | $1.3K | +$1.2K | 994.7% |
| Bare Financial Services, Inc | 524 | +103 | $6.2K | +$1.2K | 24.5% |
| Versant Capital Management, Inc | 900 | +81 | $10.7K | +$829 | 9.9% |
| ASSETMARK, INC | 105 | +62 | $1.2K | +$728 | 144.2% |
| True Wealth Design, LLC | 288 | +62 | $3.4K | +$698 | 27.4% |
| CIBC Private Wealth Group LLC | 130 | +53 | $1.5K | +$616 | 68.8% |
| SG Americas Securities, LLC | 109,512 | +52,446 | $1.3K | +$613 | 91.9% |
| Crewe Advisors LLC | 900 | +55 | $10.7K | +$516 | 6.5% |
| GAMMA Investing LLC | 7,590 | +143 | $89.9K | +$504 | 1.9% |
| Signature Resources Capital Management, LLC | 203 | +35 | $2.4K | +$388 | 20.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 50,323 | +700 | $596.3K | +$356 | 1.4% |
| VALLEY WEALTH MANAGERS, INC. | 4,538 | +83 | $53.8K | +$265 | 1.9% |
| CSM Advisors, LLC | 544,005 | +27,164 | $6.4K | +$240 | 5.3% |
| Larson Financial Group LLC | 1,325 | +2 | $15.7K | -$184 | 0.1% |
| Kestra Advisory Services, LLC | 53,098 | +723 | $629.2K | +$179 | 1.4% |
| NATIXIS ADVISORS, LLC | 69,866 | +12,558 | $828 | +$140 | 21.9% |
| CWM, LLC | 35,564 | +6,201 | $421 | +$68 | 21.1% |
| VAN ECK ASSOCIATES CORP | 59,868 | +5,358 | $709 | +$54 | 9.8% |
| Penserra Capital Management LLC | 121,618 | +5,927 | $1.4K | +$52 | 5.1% |
| HANTZ FINANCIAL SERVICES, INC. | 10,163 | +4,292 | $120 | +$49 | 73.1% |
| HARBOR CAPITAL ADVISORS, INC. | 200,875 | +6,580 | $2.4K | +$47 | 3.4% |
| Daiwa Securities Group Inc. | 84,013 | +3,875 | $996 | +$34 | 4.8% |
| Thrivent Financial for Lutherans | 184,612 | +5,192 | $2.2K | +$32 | 2.9% |
| CANADA LIFE ASSURANCE Co | 560,188 | +4,836 | $6.6K | -$28 | 0.9% |
| BIRCHBROOK, INC. | 276 | +5 | $3.3K | +$23 | 1.8% |
| BESSEMER GROUP INC | 1,343 | +433 | $16 | +$5 | 47.6% |
| State of Alaska, Department of Revenue | 235,230 | +2,855 | $2.8K | -$4 | 1.2% |
| Covestor Ltd | 13,534 | +435 | $160 | +$3 | 3.3% |
| AMALGAMATED BANK | 64,152 | +584 | $760 | -$3 | 0.9% |