your badges 52W Range $26–$27 72% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

APOC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $26.76
52W Range $26–$27

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 55 filers · $45.2M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 55
Value held $45.2M
New positions 7
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-1 vs prior Q) 13 (+8 vs prior Q) 13 (-3 vs prior Q) 21 (+2 vs prior Q) -437K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Soltis Investment Advisors LLC $7,801,896 296,887 17.27% Shares
Pachira Investments Inc. $7,504,008 281,682 16.61% Shares
OSAIC HOLDINGS, INC. $5,159,641 196,336 11.42% Shares
Weaver Capital Management LLC $2,440,890 91,625 5.40% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,597,388 59,962 3.54% Shares
HighTower Advisors, LLC $1,380,147 52,519 3.06% Shares
COMMONWEALTH EQUITY SERVICES, LLC $999,550 38,036 2.21% Shares
BECK CAPITAL MANAGEMENT, LLC $985,978 37,520 2.18% Shares
Archer Investment Corp $909,910 34,625 2.01% Shares
Lifestyle Asset Management, Inc. $905,170 33,978 2.00% Shares
Orion Portfolio Solutions, LLC $890,741 35,516 1.97% Shares
Cetera Investment Advisers $842,925 32,076 1.87% Shares
SYKON CAPITAL LLC $777,491 29,586 1.72% Shares
Ausdal Financial Partners, Inc. $748,005 28,464 1.66% Shares
KFG WEALTH MANAGEMENT, LLC $730,815 27,433 1.62% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $726,799 27,657 1.61% Shares
RAYMOND JAMES FINANCIAL INC $724,381 27,565 1.60% Shares
PINNACLE FINANCIAL PARTNERS INC $709,404 27,369 1.57% Shares
Brookstone Capital Management $653,826 24,543 1.45% Shares
OLD MISSION CAPITAL LLC $620,999 23,631 1.37% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $611,859 22,915 1.35% Shares
INDEPENDENT FINANCIAL GROUP, LLC $582,084 21,850 1.29% Shares
CAPTRUST FINANCIAL ADVISORS $563,711 21,451 1.25% Shares
Allworth Financial LP $554,855 21,114 1.23% Shares
Hiley Hunt Wealth Management $498,568 18,715 1.10% Shares
Broussard Financial Group LLC $496,090 18,622 1.10% Shares
Gallagher Fiduciary Advisors, LLC $448,083 17,051 0.99% Shares
Creative Planning $412,817 15,709 0.91% Shares
Chicago Partners Investment Group LLC $395,279 14,807 0.88% Shares
Maia Wealth LLC $390,782 14,669 0.87% Shares
CreativeOne Wealth, LLC $376,841 14,340 0.83% Shares
KELLY FINANCIAL GROUP LLC $283,050 10,625 0.63% Shares
Kestra Advisory Services, LLC $281,737 10,721 0.62% Shares
IFP Advisors, Inc $273,566 10,269 0.61% Shares
WEALTHGARDEN F.S. LLC $267,599 10,183 0.59% Shares
Carmel Capital Partners, LLC $263,447 10,025 0.58% Shares
HARBOUR INVESTMENTS, INC. $260,530 9,914 0.58% Shares
SAGESPRING WEALTH PARTNERS, LLC $254,007 9,535 0.56% Shares
CITADEL ADVISORS LLC $234,855 8,937 0.52% Shares
Merit Financial Group, LLC $233,121 8,871 0.52% Shares
BFI Wealth Solutions, LLC $207,765 7,799 0.46% Shares
AE Wealth Management LLC $53,793 2,047 0.12% Shares
Financial Network Wealth Advisors LLC $37,395 1,423 0.08% Shares
Continuum Advisory, LLC $32,034 1,219 0.07% Shares
CoreCap Advisors, LLC $13,826 519 0.03% Shares
Steward Partners Investment Advisory, LLC $11,116 423 0.02% Shares
SHP Wealth Management $10,669 406 0.02% Shares
Key Capital Management, INC $4,888 186 0.01% Shares
CENTRAL TRUST Co $3,969 151 0.01% Shares
JPMORGAN CHASE & CO $2,047 78 0.00% Shares

Show all 55 institutional owners →

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