KURV ETF TR (AAPY)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
1
Reporting holders
$200.8K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Investmark Advisory Group LLC | $200.8K | 8,182 | 0.08% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1 | $200.8K | 8,182 | 1 | 0 | 0 | 0.0% |
| Q1 2026 | 1 | $4.3K | 193 | 1 | 0 | 0 | 0.0% |
| Q3 2025 | 3 | $332.9K | 13,911 | 2 | 0 | 1 | 0.0% |
| Q2 2025 | 3 | $23.7K | 1,105 | 2 | 1 | 0 | 0.0% |
| Q1 2025 | 2 | $273.6K | 11,682 | 2 | 0 | 0 | 0.0% |
| Q4 2024 | 1 | $112.4K | 4,143 | 1 | 0 | 0 | 0.0% |
| Q3 2024 | 2 | $122.4K | 4,397 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $116.5K | 4,402 | 2 | 0 | 0 | 0.0% |