Inst. Holders
22 funds
AP
APIE
TRUST FOR PROFESSIONAL MANAG
$38.64 ▲ +1.07%
Prev close $38.236 New Institutional Positions
Snapshot
The big-picture read on APIE right now — valuation, ownership and activity at a glance.
Inst. Value
$1.1B
Inst. Activity
6 buys / 2 sells
Price chart 30d -1.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 ftd
FTD: APIE — 21,710 shares ($0.9M) failed to deliver
Settlement: 20260914, Price: $39.20, FTD Value: $851,032, TRUST FOR PROF MANAGERS
Jun 30, 2026 Inst.
Cetera Investment Advisers — ADD
247,724 shares ($9.6M)
Jun 30, 2026 Inst.
SUSQUEHANNA INTERNATIONAL GROUP, LLP — ADD
53,615 shares ($2.1M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: APIE — 21,710 shares ($0.9M) failed to deliver
Settlement: 20260914, Price: $39.20, FTD Value: $851,032, TRUST FOR PROF MANAGERS
Sep 11, 2026
ftd
FTD: APIE — 16,474 shares ($0.6M) failed to deliver
Settlement: 20260911, Price: $38.86, FTD Value: $640,179.64, TRUST FOR PROF MANAGERS
Aug 31, 2026
ftd
FTD: APIE — 19,200 shares ($0.8M) failed to deliver
Settlement: 20260831, Price: $39.45, FTD Value: $757,440, TRUST FOR PROF MANAGERS
Aug 28, 2026
ftd
FTD: APIE — 17,690 shares ($0.7M) failed to deliver
Settlement: 20260828, Price: $39.78, FTD Value: $703,708.2, TRUST FOR PROF MANAGERS
Aug 26, 2026
ftd
FTD: APIE — 38,439 shares ($1.5M) failed to deliver
Settlement: 20260826, Price: $39.83, FTD Value: $1,531,025.37, TRUST FOR PROF MANAGERS
Institutional ownership
Which big funds own APIE (from quarterly 13F filings) and who is adding or trimming.
22 institutional holders with $1.1B total value (27,861,426 shares) as of 2026-Q2. Top holders: ENVESTNET, Envestnet, LPL. Net buying activity: 6 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 13,231,884 | $512.9M | 47.5% | ADD +56.4% |
| Envestnet Portfolio Solutions, Inc. | 12,154,559 | $471.1M | 43.7% | — |
| LPL Financial LLC | 1,060,478 | $41.1M | 3.8% | DOUBLED +183.5% |
| MML INVESTORS SERVICES, LLC | 474,951 | $18.4M | 1.7% | ADD +28.6% |
| Cetera Investment Advisers | 247,724 | $9.6M | 0.9% | ADD +49.1% |
| &PARTNERS | 231,306 | $9.1M | 0.8% | ADD +74.7% |
| OSAIC HOLDINGS, INC. | 214,856 | $8.3M | 0.8% | DOUBLED +8797.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 53,615 | $2.1M | 0.2% | ADD +49.3% |
| Farther Finance Advisors, LLC | 53,283 | $2.1M | 0.2% | — |
| Mariner, LLC | 18,439 | $714.7K | 0.1% | TRIM -42.2% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Cetera Investment Advisers | ADD | 166,098 | 247,724 | +49.1% | $9.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 35,916 | 53,615 | +49.3% | $2.1M |
| JANE STREET GROUP, LLC | DOUBLED | 8,710 | 18,148 | +108.4% | $703.4K |
| ASSETMARK, INC | ADD | 5,907 | 10,080 | +70.6% | $390.7K |
| MORGAN STANLEY | ADD | 2,914 | 4,239 | +45.5% | $164.3K |
| Allworth Financial LP | TRIM | 4,838 | 3,577 | -26.1% | $138.6K |
| UBS Group AG | DOUBLED | 815 | 2,210 | +171.2% | $85.7K |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 1,820 | 1,133 | -37.7% | $43.9K |
| Mariner, LLC | TRIM | 35,386 | 20,440 | -42.2% | $720.5K |
| Kestra Advisory Services, LLC | ADD | 8,765 | 14,034 | +60.1% | $494.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for APIE.
Shares short
35,496
Settlement Sep 15, 2026
Change vs prior
+24.5%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume