DOSSIER · 13F Holders · Q2 2026
APDFX

ARTISAN HIGH INCOME ADVISOR

3 institutions still hold ARTISAN HIGH INCOME ADVISOR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 04314H717·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$69K
visible holders
Holders
3
filers reporting
Concentration
80.31%
Oakworth Capital, Inc. #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported APDFX in Q2 2026. Oakworth Capital, Inc. leads at 80.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Oakworth Capital, Inc.
CIK 0001588871
$55K6K0.00%Q2 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$7K7540.00%Q2 2026
03
Financial Gravity Asset Management, Inc.
CIK 0001741736
$7K7540.00%Q1 2026