ALLINZIM US EQ BFR20 APR-USD APRW

US
$37.12
-0.0%
52w: $32.93 – $37.14

Latest 13F among current holders filed 31 days ago (Jun 4, 2026)

Price — last 12 months

research preview data
32.9335.0337.14
Jun 20, 2025 Jul 2, 2026
Institutional holders
58
-3 QoQ
13F value
$137.0M
+13.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$139.1M
Q1 2024
$211.0M
Q2 2024
$115.1M
Q3 2024
$110.1M
Q4 2024
$102.6M
Q1 2025
$119.0M
Q2 2025
$115.9M
Q3 2025
$120.8M
Q4 2025
$137.0M
Q1 2026

Number of holders

51
Q1 2024
69
Q2 2024
65
Q3 2024
64
Q4 2024
60
Q1 2025
60
Q2 2025
56
Q3 2025
61
Q4 2025
58
Q1 2026

Who owns APRW?

Q1 2026 filings
FundTypeSharesValue% of fundChange
COMMONWEALTH EQUITY SERVICES, LLC Wealth advisor873.3K$30.9M0.0%-3.8%
RAYMOND JAMES FINANCIAL INC Bank broker413.5K$14.6M0.0%+10.6%
OSAIC HOLDINGS, INC. Wealth advisor343.8K$12.2M0.0%-9.9%
LPL Financial LLC Bank broker299.4K$10.6M0.0%+49.5%
Cetera Investment Advisers Wealth advisor220.9K$7.8M0.0%-3.3%
Allianz SE Wealth advisor148.2K$5.2M0.1%+3605.7%
Advyzon Investment Management, LLC Wealth advisor142.2K$5.0M0.5%+100.1%
ENVESTNET ASSET MANAGEMENT INC Wealth advisor137.5K$4.9M0.0%+0.8%
GTS FINANCIAL, LLC Wealth advisor140.5K$4.5M3.6%
CENTAURUS FINANCIAL, INC. Wealth advisor107.7K$3.8M0.2%-25.9%
Guardian Capital, LLC Wealth advisor105.8K$3.7M3.6%+75.0%
World Investment Advisors Wealth advisor87.9K$3.1M0.1%New
Kestra Advisory Services, LLC Wealth advisor85.2K$3.0M0.0%+28.9%
Farther Finance Advisors, LLC Wealth advisor80.3K$2.9M0.0%+327.0%
Ausdal Financial Partners, Inc. Wealth advisor50.8K$1.8M0.1%New
Joseph P. Lucia & Associates, LLC Wealth advisor48.5K$1.7M0.6%-0.7%
Cambridge Investment Research Advisors, Inc. Wealth advisor44.7K$1.6M0.0%-7.4%
Long Island Wealth Management, Inc. Wealth advisor36.6K$1.3M0.6%Held
Compass Advisory Group LLC Wealth advisor35.8K$1.3M0.3%Held
Midwest Financial Network, LLC Wealth advisor28.3K$1.0M0.8%-16.7%
JIM SAULNIER & ASSOCIATES, LLC Wealth advisor28.2K$997K0.5%Held
Westshore Wealth, LLC Wealth advisor25.0K$884K0.3%New
Clear Point Advisors Inc. Wealth advisor23.9K$847K0.7%-16.0%
Focus Financial Network, Inc. Wealth advisor23.9K$845K0.0%-4.5%
Fortis Capital Management LLC Other22.2K$786K0.1%Held
Accurate Wealth Management, LLC Other20.0K$720K0.1%0.0%
DIVERSIFY WEALTH MANAGEMENT, LLC Wealth advisor19.4K$706K0.0%New
PFG Advisors Wealth advisor19.8K$700K0.0%+3.2%
MML INVESTORS SERVICES, LLC Wealth advisor18.4K$651K0.0%-62.8%
INDEPENDENT FINANCIAL GROUP, LLC Wealth advisor17.8K$631K0.0%Held
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Wealth advisor17.3K$611K0.0%-2.9%
Spire Wealth Management Wealth advisor16.4K$581K0.0%-55.6%
Patriot Financial Group Insurance Agency, LLC Wealth advisor15.8K$560K0.0%+100.0%
Cypress Wealth Services, LLC Wealth advisor14.3K$507K0.1%Held
OLD MISSION CAPITAL LLC Wealth advisor13.4K$473K0.0%-54.0%
Stirlingshire Investments, Inc. Wealth advisor11.7K$415K0.4%+6.3%
Mutual Advisors, LLC Wealth advisor10.7K$377K0.0%Held
Concurrent Investment Advisors, LLC Wealth advisor10.3K$363K0.0%Held
First Heartland Consultants, Inc. Wealth advisor9.4K$333K0.0%-0.7%
HARBOUR INVESTMENTS, INC. Wealth advisor9.1K$323K0.0%-2.1%
Castle Rock Wealth Management, LLC Other9.0K$319K0.1%+33.8%
Blue Water Asset Management Wealth advisor8.5K$300K0.1%Held
LeClair Wealth Partners LLC Wealth advisor8.5K$300K0.1%New
Grantvest Financial Group LLC Wealth advisor8.3K$293K0.2%-0.5%
Foundations Investment Advisors, LLC Wealth advisor7.0K$248K0.0%Held
ROYAL BANK OF CANADA Bank broker7.0K$246K0.0%-24.0%
IFP Advisors, Inc Wealth advisor6.9K$244K0.0%Held
Walser Wealth Management Company, A Ltd Liability Co Wealth advisor6.7K$237K0.1%Held
Forty-three Eighteen Advisors, LLC Other6.6K$234K0.2%-13.1%
CREATIVE FINANCIAL DESIGNS INC /ADV Wealth advisor6.5K$231K0.0%+0.4%

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