Inst. Holders
26 funds
AP
APUE
TRUST FOR PROFESSIONAL MANAG
$47.45 ▲ +0.79%
Prev close $47.085 New Institutional Positions
Snapshot
The big-picture read on APUE right now — valuation, ownership and activity at a glance.
Inst. Value
$2.6B
Inst. Activity
5 buys / 2 sells
Price chart 30d +0.6%
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: APUE — 15,087 shares ($0.7M) failed to deliver
Settlement: 20260914, Price: $47.04, FTD Value: $709,692.48, TRUST FOR PROFESSIONAL MANAGER
Jun 30, 2026 Inst.
Cetera Investment Advisers — ADD
485,560 shares ($22.4M)
Jun 30, 2026 Inst.
CITADEL ADVISORS LLC — DOUBLED
42,012 shares ($1.9M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
ftd
FTD: APUE — 15,087 shares ($0.7M) failed to deliver
Settlement: 20260914, Price: $47.04, FTD Value: $709,692.48, TRUST FOR PROFESSIONAL MANAGER
Sep 10, 2026
ftd
FTD: APUE — 14,010 shares ($0.7M) failed to deliver
Settlement: 20260910, Price: $46.97, FTD Value: $658,049.7, TRUST FOR PROFESSIONAL MANAGER
Aug 26, 2026
ftd
FTD: APUE — 15,373 shares ($0.7M) failed to deliver
Settlement: 20260826, Price: $47.35, FTD Value: $727,911.55, TRUST FOR PROFESSIONAL MANAGER
Aug 25, 2026
ftd
FTD: APUE — 42,481 shares ($2.0M) failed to deliver
Settlement: 20260825, Price: $47.22, FTD Value: $2,005,952.82, TRUST FOR PROFESSIONAL MANAGER
Aug 24, 2026
dark_pool
Dark Pool: APUE — 0.1M shares, 835 trades
Week starting 2026-08-24. Total ATS volume: 61,312 shares across 835 trades.
Institutional ownership
Which big funds own APUE (from quarterly 13F filings) and who is adding or trimming.
26 institutional holders with $2.6B total value (55,739,027 shares) as of 2026-Q2. Top holders: ENVESTNET, Envestnet, LPL. Net buying activity: 5 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 26,302,868 | $1.2B | 47.2% | ADD +52.9% |
| Envestnet Portfolio Solutions, Inc. | 24,743,201 | $1.1B | 44.4% | — |
| LPL Financial LLC | 2,063,015 | $95.3M | 3.7% | DOUBLED +197.9% |
| MML INVESTORS SERVICES, LLC | 921,857 | $42.6M | 1.7% | ADD +37.6% |
| Cetera Investment Advisers | 485,560 | $22.4M | 0.9% | ADD +43.2% |
| &PARTNERS | 440,357 | $20.6M | 0.8% | ADD +75.6% |
| OSAIC HOLDINGS, INC. | 404,246 | $18.7M | 0.7% | DOUBLED +7399.4% |
| Farther Finance Advisors, LLC | 115,006 | $5.3M | 0.2% | — |
| CITADEL ADVISORS LLC | 42,012 | $1.9M | 0.1% | DOUBLED +113.3% |
| NewEdge Advisors, LLC | 29,221 | $1.4M | 0.1% | DOUBLED +1622.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Cetera Investment Advisers | ADD | 338,970 | 485,560 | +43.2% | $22.4M |
| CITADEL ADVISORS LLC | DOUBLED | 19,694 | 42,012 | +113.3% | $1.9M |
| ASSETMARK, INC | DOUBLED | 8,318 | 17,723 | +113.1% | $818.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 6,076 | 16,879 | +177.8% | $779.8K |
| JPMORGAN CHASE & CO | ADD | 10,091 | 13,363 | +32.4% | $613.1K |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 3,824 | 2,370 | -38.0% | $109.5K |
| UBS Group AG | NEAR_EXIT | 2,283 | 432 | -81.1% | $20.0K |
| Mariner, LLC | TRIM | 59,663 | 31,413 | -47.3% | $1.3M |
| MORGAN STANLEY | ADD | 11,807 | 23,200 | +96.5% | $929.9K |
| Kestra Advisory Services, LLC | ADD | 13,290 | 21,507 | +61.8% | $862.0K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for APUE.
Shares short
26,962
Settlement Sep 15, 2026
Change vs prior
-25.3%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume