DOSSIER · 13F Holders · Q3 2026
AAPY

KURV ETF TR

3 institutions still hold KURV ETF TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 500948500·3 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$499K
visible holders
Holders
3
filers reporting
Concentration
57.52%
Investmark Advisory Group LLC #1
top holder share
AI Holders Summary · Q3 2026

3 institutions reported AAPY in Q3 2026. Investmark Advisory Group LLC leads at 57.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Investmark Advisory Group LLC
CIK 0001926349
$287K10K0.09%Q3 2026
02
Kurv Investment Management LLC
CIK 0002027462
$212K8K0.11%Q3 2026
03
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025