Filing Research | APA - APA CORPORATION Institutional Holdings

Snapshot holdings

50 / 187 loaded

#		Instrument	quantity
1	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	1.3MSH	$41.8M
2	AEGON ASSET MANAGEMENT UK PLC	Shares	604.3KSH	$19.7M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	410.4KSH	$13.4M
4	Mirae Asset Global Investments Co., Ltd.	Shares	376.6KSH	$12.3M
5	WOODSTOCK CORP	Shares	348.9KSH	$11.4M
6	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	Shares	340.2KSH	$11.1M
7	OLD NATIONAL BANCORP /IN/	Shares	314.7KSH	$10.2M
8	Y-Intercept (Hong Kong) Ltd	Shares	290.9KSH	$9.5M
9	FOUNDATION RESOURCE MANAGEMENT INC	Shares	262.9KSH	$8.6M
10	Douglas Lane & Associates, LLC	Shares	254.2KSH	$8.3M
11	Counterpoint Mutual Funds LLC	Shares	217.6KSH	$7.1M
12	Wealthquest Corp	Shares	196.2KSH	$6.4M
13	EXCHANGE TRADED CONCEPTS, LLC	Shares	191.3KSH	$6.2M
14	Assenagon Asset Management S.A.	Shares	187.2KSH	$6.1M
15	Police & Firemen's Retirement System of New Jersey	Shares	160.6KSH	$5.2M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	155.9KSH	$5.2M
17	CWA Asset Management Group, LLC	Shares	143.8KSH	$4.7M
18	Morningstar Investment Management LLC	Shares	109.7KSH	$4.7M
19	Murphy Pohlad Asset Management LLC	Shares	140.9KSH	$4.6M
20	SteelPeak Wealth, LLC	Shares	117.6KSH	$3.8M
21	PEAK FINANCIAL ADVISORS LLC	Shares	102.4KSH	$3.3M
22	Czech National Bank	Shares	100.6KSH	$3.3M
23	Gibraltar Capital Management, Inc.	Shares	94.5KSH	$3.1M
24	Lodestone Wealth Management LLC	Shares	78.5KSH	$2.6M
25	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	78.1KSH	$2.5M
26	Sequoia Financial Advisors, LLC	Shares	64.9KSH	$2.1M
27	ADAMS NATURAL RESOURCES FUND, INC.	Shares	56.0KSH	$1.8M
28	GAMMA Investing LLC	Shares	52.2KSH	$1.7M
29	Segment Wealth Management, LLC	Shares	50.0KSH	$1.6M
30	Crossmark Global Holdings, Inc.	Shares	46.5KSH	$1.5M
31	BENJAMIN EDWARDS INC	Shares	45.4KSH	$1.5M
32	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	43.7KSH	$1.4M
33	QRG CAPITAL MANAGEMENT, INC.	Shares	42.0KSH	$1.4M
34	SummerHaven Investment Management, LLC	Shares	39.2KSH	$1.3M
35	GATEWAY INVESTMENT ADVISERS LLC	Shares	38.0KSH	$1.2M
36	Merit Financial Group, LLC	Shares	37.5KSH	$1.2M
37	BURNEY CO/	Shares	37.3KSH	$1.2M
38	LEE DANNER & BASS INC	Shares	35.0KSH	$1.1M
39	Palisade Asset Management, LLC	Shares	33.1KSH	$1.1M
40	Friedenthal Financial	Shares	31.8KSH	$1.0M
41	O'Keefe Stevens Advisory, Inc.	Shares	31.8KSH	$1.0M
42	Robeco Institutional Asset Management B.V.	Shares	31.4KSH	$1.0M
43	Wedmont Private Capital	Shares	27.4KSH	$914.6K
44	ALBERT D MASON INC	Shares	28.0KSH	$911.6K
45	MIZUHO SECURITIES USA LLC	Shares	21.4KSH	$910.0K
46	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	27.8KSH	$906.7K
47	Apollon Wealth Management, LLC	Shares	27.8KSH	$904.1K
48	WETZEL INVESTMENT ADVISORS, INC.	Shares	26.0KSH	$846.6K
49	Ballentine Partners, LLC	Shares	22.8KSH	$743.5K
50	Rathbones Group PLC	Shares	22.6KSH	$736.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 216 loaded

#		Instrument
1	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+962.7K	+$28.2M	$41.8M
2	Y-Intercept (Hong Kong) Ltd new	Shares	+290.9K	+$9.5M	$9.5M
3	Counterpoint Mutual Funds LLC new	Shares	+217.6K	+$7.1M	$7.1M
4	Assenagon Asset Management S.A. new	Shares	+187.2K	+$6.1M	$6.1M
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+181.1K	+$5.8M	$6.2M
6	SteelPeak Wealth, LLC new	Shares	+117.6K	+$3.8M	$3.8M
7	BURNEY CO/ new	Shares	+37.3K	+$1.2M	$1.2M
8	Friedenthal Financial new	Shares	+31.8K	+$1.0M	$1.0M
9	Wedmont Private Capital added	Shares	+17.6K	+$536.7K	$914.6K
10	Centennial Wealth Advisory LLC new	Shares	+16.1K	+$525.7K	$525.7K
11	Burns Matteson Capital Management, LLC new	Shares	+13.9K	+$451.9K	$451.9K
12	Merit Financial Group, LLC added	Shares	+18.9K	+$431.6K	$1.2M
13	Perpetual Ltd new	Shares	+9.5K	+$308.8K	$308.8K
14	Bellecapital International Ltd. new	Shares	+8.3K	+$270.7K	$270.7K
15	SUMMITRY LLC new	Shares	+6.8K	+$220.9K	$220.9K
16	Composition Wealth, LLC new	Shares	+6.5K	+$213.1K	$213.1K
17	Robeco Institutional Asset Management B.V. added	Shares	+12.1K	+$202.7K	$1.0M
18	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+12.6K	+$159.5K	$1.2M
19	Curated Wealth Partners LLC new	Shares	+115.1K	+$140.0K	$140.0K
20	Blackhawk Capital Partners, LLC added	Shares	+7.5K	+$110.0K	$687.2K
21	JOHNSON INVESTMENT COUNSEL INC added	Shares	+4.0K	+$67.1K	$344.0K
22	WEST PACES ADVISORS INC. new	Shares	+641	+$20.9K	$20.9K
23	FIRST HORIZON CORP added	Shares	+700	+$19.7K	$33.2K
24	PFS Partners, LLC new	Shares	+400	+$13.0K	$13.0K
25	EASTERN BANK new	Shares	+292	+$9.5K	$9.5K
26	ELEVATION WEALTH PARTNERS, LLC added	Shares	+264	+$7.0K	$13.7K
27	Moisand Fitzgerald Tamayo, LLC added	Shares	+209	+$5.6K	$10.8K
28	Wealth Enhancement Trust Services, Inc. new	Shares	+136	+$4.4K	$4.4K
29	Crewe Advisors LLC added	Shares	+105	+$3.4K	$3.5K
30	Creative Capital Management Investments LLC new	Shares	+102	+$3.3K	$3.3K
31	SJS Investment Consulting Inc. added	Shares	+116	+$3.3K	$5.3K
32	Key FInancial Inc new	Shares	+100	+$3.3K	$3.3K
33	Fortitude Family Office, LLC added	Shares	+409	+$2.7K	$48.5K
34	Ares Financial Consulting, LLC added	Shares	+110	+$2.0K	$9.3K
35	Polianta Ltd new	Shares	+54.7K	+$1.8K	$1.8K
36	True Wealth Design, LLC added	Shares	+191	+$1.2K	$22.8K
37	Bogart Wealth, LLC added	Shares	+46	+$1.1K	$2.9K
38	LRI Investments, LLC new	Shares	+32	+$1.0K	$1.0K
39	Provenance Wealth Advisors, LLC new	Shares	+28	+$912	$912
40	HIGHLINE WEALTH PARTNERS LLC added	Shares	+90	+$760	$10.1K
41	JFS WEALTH ADVISORS, LLC added	Shares	+67	+$662	$7.2K
42	Wealth Group, Ltd. new	Shares	+20.0K	+$651	$651
43	Sachetta, LLC added	Shares	+80	+$484	$9.6K
44	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+14	+$452	$452
45	PARK AVENUE SECURITIES LLC added	Shares	+7.2K	+$177	$425
46	Cape Investment Advisory, Inc. new	Shares	+2	+$65	$65
47	TSFG, LLC added	Shares	+2.0K	+$29	$178
48	Capital Advisors, Ltd. LLC added	Shares	+243	+$6	$13
49	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$910.0K
50	Morningstar Investment Management LLC unchanged	Shares	0	$0	$4.7M

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