AZPN

Institutional Ownership

Top 52 Institutional Holders
HolderSharesDateChange% Held
Lindbrook Capital, LLC--Mar 31, 25-17--
CAROLINAS WEALTH CONSULTING LLC--Mar 31, 25-6--
Nuveen Asset Management, LLC124.40KDec 31, 24+37.22K0.20%
CAXTON ASSOCIATES LP2.22KDec 31, 24+2.22K0.00%
Kolinsky Wealth Management, LLC1.45KDec 31, 24+1190.00%
RAYMOND JAMES & ASSOCIATES281.96KSep 30, 24+15.74K0.45%
B. Metzler seel. Sohn & Co. Holding AG4.61KSep 30, 24+4.61K0.01%
Raymond James Financial Services Advisors, Inc.2.45KSep 30, 24+3210.00%
Garrison Asset Management, LLC2.42KSep 30, 24+390.00%
SEVEN EIGHT CAPITAL, LP1.29KSep 30, 24+1.29K0.00%
First Trust Direct Indexing L.P.1.08KSep 30, 24-190.00%
RAYMOND JAMES TRUST N.A.1.05KSep 30, 24+1.05K0.00%
NORTHWEST INVESTMENT COUNSELORS, LLC63Sep 30, 24+630.00%
BlackRock Inc.3.94MJun 30, 24-435.66K6.23%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)16.35KJun 30, 24+16.35K0.03%
HERITAGE WEALTH MANAGEMENT, LLC1.68KJun 30, 24-2000.00%
BENJAMIN F. EDWARDS & COMPANY, INC.386Jun 30, 24+1610.00%
JANICZEK WEALTH MANAGEMENT, LLC47Jun 30, 24-540.00%
CREDIT SUISSE AG/275.85KMar 31, 24-19.08K0.44%
Degroof Petercam Asset Management4.21KMar 31, 24--0.01%
Cetera Advisor Networks LLC3.76KMar 31, 24+3060.01%
KLR INVESTMENT ADVISORS, LLC2.06KMar 31, 24-910.00%
Cetera Advisors LLC1.23KMar 31, 24+1.23K0.00%
Handelsinvest Investeringsforvaltning961Mar 31, 24-4980.00%
FirstPurpose Wealth LLC--Mar 31, 24-922--
Desjardins Global Asset Management Inc.128Dec 31, 23--0.00%
Weiss Multi-Strategy Advisers LLC--Dec 31, 23-7.53K--
PATHSTONE FAMILY OFFICE, LLC3.58KSep 30, 23+9920.01%
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.2.85KSep 30, 23-1880.00%
KB FINANCIAL PARTNERS, LLC2.47KSep 30, 23+10.00%
Column Capital Advisors, LLC42Sep 30, 23--0.00%
Steward Financial Group LLC24Sep 30, 23+240.00%
PICTET ASSET MANAGEMENT SA13.25KJun 30, 23-4280.02%
EA Series Trust3.14KJun 30, 23+3.14K0.00%
Intercontinental Wealth Advisors, LLC2.64KJun 30, 23+420.00%
TIAA, FSB1.21KJun 30, 23-30.00%
First Capital Advisors Group, LLC.69Jun 30, 23+690.00%
Veritable, L.P.--Jun 30, 23-1.14K--
Hitchwood Capital Management LP--Mar 31, 23-17.52K--
Kula Investments, LLC--Mar 31, 23-1.77K--
Laurel Wealth Advisors, Inc.5.11KDec 31, 22-5490.01%
SEEYOND467Dec 31, 22+4670.00%
Sargent Bickham Lagudis LLC141Dec 31, 22--0.00%
EATON VANCE MANAGEMENT10.04KSep 30, 22+30.02%
AGF Investments LLC7.89KSep 30, 22+7.89K0.01%
FourThought Financial, LLC2.16KSep 30, 22+7620.00%
WIPFLI FINANCIAL ADVISORS LLC,140Sep 30, 22+1400.00%
American Portfolios Advisors8Sep 30, 22--0.00%
ACG Wealth--Sep 30, 22-126--
MUFG Americas Holdings Corp--Sep 30, 22-95--
Cordasco Financial Network39Jun 30, 22+390.00%
Private Capital Group, LLC9Jun 30, 22+90.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.