Activepassive Core Bond ETFAPCBETF
13F holders, Q3 2024 (September 30)21holders −6
3new positions
9sold out
$30.36avg. 13F price*
At the end of Q3 2024, 21 institutions reported holding Activepassive Core Bond ETF (APCB) in their 13F filings, down 6 from Q2 2024. 3 opened new positions and 9 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($556.7M), Envestnet Asset Management Inc. ($169.5M) and Atria Wealth Solutions, Inc. ($19.6M).
- Company
- Activepassive Core Bond ETF
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q3 2024)
- CUSIP
- 89834G752
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $925K |
| Exits | 9 | $4.3M |
All 13F filers, Q2 2024 → Q3 2024: 974,306 shares bought and 175,355 shares sold, net +798,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Envestnet Portfolio Solutions, Inc. | 1.81% | Add +0.9% | 18,337,598 | $556.7M |
| Envestnet Asset Management Inc. | 0.05% | Add +5.0% | 5,584,173 | $169.5M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +11.7% | 646,539 | $19.6M |
| LPL Financial LLC | 0.01% | Add +201.2% | 426,731 | $13.0M |
| MML Investors Services, LLC | 0.02% | Add +62.6% | 184,609 | $5.6M |
| Principal Securities, Inc. | 0.14% | Add +71.1% | 183,946 | $5.6M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -14.1% | 104,138 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.4% | 99,353 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -8.8% | 94,558 | $2.9M |
| World Investment Advisors | 0.06% | Add +0.1% | 62,669 | $1.9M |
| Financial Sense Advisors, Inc. | 0.24% | Add +1.0% | 29,030 | $881K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +10.2% | 27,357 | $831K |
| &partners | 0.02% | New | 25,879 | $786K |
| Lion Street Advisors, LLC | 0.22% | Reduce -1.0% | 21,218 | $644K |
| First Horizon Advisors, Inc. | 0.01% | Add +7.8% | 6,863 | $208K |
| IFP Advisors, Inc | 0.00% | Add +3.6% | 4,382 | $133K |
| Morgan Stanley | 0.00% | Add +373.4% | 3,148 | $96K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 3,111 | $94K |
| Wells Fargo & Company | 0.00% | New | 2,694 | $82K |
| Fortitude Family Office, LLC | 0.02% | New | 1,906 | $58K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -4.5% | 848 | $26K |
"% of holder's portfolio" is APCB's weight in each manager's 13F, not the share of Activepassive Core Bond ETF the manager owns.