Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
386 institutional managers reported holding APPF for the quarter ended Mar 31, 2026. Together they hold about 75% of shares outstanding; the top 10 hold 45%. 68 opened new positions; 77 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Pacer Advisors, INC. | 5.42M | 15.13% | $853.6M | added +17.8% | 2024 Q2 |
| Vanguard Group | 2.73M | 7.63% | $430.5M | added +6.5% | 2015 Q2 |
| BlackRock | 2.55M | 7.11% | $401.4M | added +7.5% | 2015 Q3 |
| Principal Financial Group INC | 1.51M | 4.21% | $237.3M | added +20.9% | 2018 Q2 |
| Ashe Capital Management, LP (focused) | 1.05M | 2.93% | $165.2M | trimmed -2.8% | 2017 Q1 |
| State Street | 721.7k | 2.02% | $113.7M | added +5.3% | 2015 Q3 |
| William Blair Investment Management, LLC | 643.2k | 1.80% | $101.4M | added +0.8% | 2025 Q1 |
| Nellore Capital Management LLC (focused) | 636.3k | 1.78% | $100.3M | added +20.1% | 2022 Q1 |
| T. Rowe Price | 513.4k | 1.43% | $80.9M | trimmed -23.3% | 2020 Q1 |
| Geode Capital | 506.3k | 1.41% | $79.8M | added +7.2% | 2015 Q3 |
| Kayne Anderson Rudnick Investment Management LLC | 454.5k | 1.27% | $71.6M | trimmed -12.7% | 2024 Q4 |
| Arrowstreet Capital | 384.5k | 1.07% | $60.6M | added +6.5% | 2023 Q3 |
| Jacobs Levy Equity Management, INC | 367.1k | 1.02% | $57.9M | added +97% | 2023 Q4 |
| Bank OF America CORP /DE/ | 345.6k | 0.96% | $54.5M | added +21.7% | 2015 Q2 |
| Keenan Capital, LLC (focused) | 334.6k | 0.93% | $52.7M | opened | 2026 Q1 |
| Caledonia (Private) Investments Pty LTD (focused) | 328.3k | 0.92% | $51.7M | trimmed -1.3% | 2025 Q2 |
| DF Dent & CO INC | 320.5k | 0.90% | $50.5M | trimmed -20.2% | 2022 Q4 |
| Morgan Stanley | 307.3k | 0.86% | $48.4M | added +11.5% | 2015 Q2 |
| Dimensional Fund Advisors | 296.6k | 0.83% | $46.7M | added +3.3% | 2017 Q4 |
| Greenstone Partners & CO., LLC (focused) | 273.5k | 0.76% | $43.1M | added +45.8% | 2020 Q4 |
| Northern Trust | 266.1k | 0.74% | $41.9M | added +25.4% | 2015 Q3 |
| Gilder Gagnon Howe & CO LLC | 265.3k | 0.74% | $41.8M | trimmed -36.7% | 2019 Q1 |
| Renaissance Technologies | 227.3k | 0.64% | $35.8M | added +55.1% | 2021 Q3 |
| Fiera Capital CORP | 220.4k | 0.61% | $34.7M | added +3.4% | 2025 Q1 |
| Lead Edge Capital Management, LLC (focused) | 210.3k | 0.59% | $33.1M | opened | 2026 Q1 |
| Long Walk Management LP (focused) | 204.5k | 0.57% | $32.2M | trimmed -46.4% | 2021 Q2 |
| Charles Schwab Investment Management | 164.6k | 0.46% | $25.9M | added +6.3% | 2017 Q2 |
| BNY Mellon | 159.7k | 0.45% | $25.2M | trimmed -10.8% | 2015 Q3 |
| UBS | 157.9k | 0.44% | $24.9M | added +61.6% | 2015 Q2 |
| Caisse de depot et placement du Quebec | 152.6k | 0.43% | $24.0M | added +9.3% | 2024 Q4 |
| Millennium Management | 142.1k | 0.40% | $22.4M | trimmed -49.5% | 2021 Q2 |
| Sone Capital Management, LLC | 133.7k | 0.37% | $21.1M | added +107.2% | 2025 Q1 |
| Ameriprise Financial INC | 130.4k | 0.36% | $20.5M | added +473.4% | 2020 Q1 |
| FMR (Fidelity) | 128.4k | 0.36% | $20.2M | trimmed -50.5% | 2019 Q1 |
| Gw&k Investment Management, LLC | 126.7k | 0.35% | $20.0M | trimmed -15% | 2023 Q1 |
| Two Sigma | 124.3k | 0.35% | $19.6M | added +24.5% | 2025 Q3 |
| First Trust Advisors LP | 123.0k | 0.34% | $19.4M | trimmed -32.6% | 2018 Q4 |
| Russell Investments Group, LTD. | 119.3k | 0.33% | $18.8M | added +39.3% | 2018 Q3 |
| Goldman Sachs | 110.9k | 0.31% | $17.5M | added +146.7% | 2017 Q1 |
| TenCore Partners, LP (focused) | 109.9k | 0.31% | $17.3M | opened | 2026 Q1 |
| Brown Capital Management LLC | 108.1k | 0.30% | $17.0M | trimmed -28.9% | 2019 Q2 |
| Invesco | 105.7k | 0.29% | $16.7M | trimmed -74.6% | 2017 Q2 |
| Raymond James Financial INC | 105.0k | 0.29% | $16.6M | added +7.2% | 2023 Q1 |
| Ranger Investment Management, L.p. | 98.6k | 0.28% | $15.5M | trimmed -13.7% | 2019 Q1 |
| Wells Fargo & COMPANY/MN | 96.1k | 0.27% | $15.1M | trimmed -3.4% | 2015 Q3 |
| Marshall Wace | 93.8k | 0.26% | $14.8M | trimmed -44.8% | 2025 Q1 |
| Riverbridge Partners LLC | 88.1k | 0.25% | $13.9M | opened | 2026 Q1 |
| Squarepoint Ops LLC | 80.7k | 0.23% | $12.7M | added +114.5% | 2023 Q2 |
| Nuveen | 77.2k | 0.22% | $12.2M | added +23.5% | 2019 Q2 |
| Jennison Associates LLC | 76.1k | 0.21% | $12.0M | trimmed -41.2% | 2023 Q3 |
Largest 50 of 386 shown; the full ranked, searchable register is at boothcheck.com/holders/APPF. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.