| 4 |
| VANGUARD CAPITAL MANAGEMENT LLC |
| 2.6M |
| $341.4M |
| +2.8% |
| 4.157% |
| 0.01% |
| 5 | FMR LLC | 2.5M | $330.9M | -73.1% | 4.029% | 0.01% |
| 6 | STATE STREET CORP | 2.3M | $305.0M | +6.2% | 3.713% | 0.00% |
| 7 | BALYASNY ASSET MANAGEMENT L.P. | 2.2M | $287.4M | +393.6% | 3.499% | 0.36% |
| 8 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.7M | $231.0M | -9.4% | 2.812% | 1.34% |
| 9 | GOLDMAN SACHS GROUP INC | 1.7M | $224.8M | +159.5% | 2.737% | 0.02% |
| 10 | Paradigm Biocapital Advisors LP | 1.6M | $209.2M | +16.9% | 2.548% | 3.92% |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $202.9M | +285.7% | 2.471% | 0.01% |
| 12 | MILLENNIUM MANAGEMENT LLC | 1.5M | $199.3M | +1521.6% | 2.427% | 0.07% |
| 13 | Pentwater Capital Management LP | 1.4M | $189.1M | — | 2.303% | 1.16% |
| 14 | MORGAN STANLEY | 1.4M | $188.7M | +138.9% | 2.298% | 0.01% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.3M | $174.6M | +8.0% | 2.125% | 0.01% |
| 16 | PERCEPTIVE ADVISORS LLC | 1.3M | $173.6M | -15.1% | 2.114% | 2.61% |
| 17 | Jupiter Topco LLC | 1.2M | $158.4M | — | 1.929% | 0.06% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.1M | $149.5M | +25.0% | 1.820% | 0.01% |
| 19 | Affinity Asset Advisors, LLC | 987K | $131.0M | -23.2% | 1.595% | 5.92% |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 941K | $124.9M | +13.2% | 1.521% | 0.08% |
| 21 | First Light Asset Management, LLC | 930K | $123.5M | +61.3% | 1.503% | 7.50% |
| 22 | Kryger Capital LLC | 743K | $98.6M | — | 1.200% | 5.62% |
| 23 | Qube Research & Technologies Ltd | 660K | $87.6M | — | 1.066% | 0.08% |
| 24 | First Trust Capital Management L.P. | 625K | $83.0M | — | 1.010% | 4.83% |
| 25 | Remedium Capital Partners, LLC | 587K | $77.9M | +0.5% | 0.948% | 17.24% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in APGE — a direct measure of their conviction.
| 151.23% |
| +29.91 pp |
| $2.27B |
| 11% |
| Q4 2024 | 156 | +12% | 121.32% | +1.16 pp | $2.55B | 21% |
| Q3 2024 | 139 | — | 120.16% | — | $3.23B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
112 institutions opened new positions in APGE during Q2 2026, while 48 fully exited. 127 added to existing positions and 47 trimmed.
APGE institutional ownership fell by 19.06 percentage points quarter-over-quarter, with a net change of +62 holders.
The top 10 institutions account for 47.7% of all reported 13F value in APGE, and the top 25 account for 72.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.