Activepassive Intl Eqty ETFAPIEETF
13F holders, Q3 2024 (September 30)25holders +1
7new positions
6sold out
$30.74avg. 13F price*
At the end of Q3 2024, 25 institutions reported holding Activepassive Intl Eqty ETF (APIE) in their 13F filings, up 1 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($601.1M), Envestnet Asset Management Inc. ($204.6M) and Atria Wealth Solutions, Inc. ($19.4M).
- Company
- Activepassive Intl Eqty ETF
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q3 2024)
- CUSIP
- 89834G737
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.6M |
| Exits | 6 | $960K |
All 13F filers, Q2 2024 → Q3 2024: 2,170,948 shares bought and 34,244 shares sold, net +2,136,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Envestnet Portfolio Solutions, Inc. | 1.95% | Add +4.4% | 19,552,710 | $601.1M |
| Envestnet Asset Management Inc. | 0.07% | Add +12.0% | 6,654,547 | $204.6M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +9.2% | 629,839 | $19.4M |
| LPL Financial LLC | 0.01% | Add +114.0% | 489,563 | $15.0M |
| Principal Securities, Inc. | 0.17% | Add +149.1% | 226,263 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +37.5% | 202,368 | $6.2M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +10.9% | 178,693 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +10.4% | 126,185 | $3.9M |
| &partners | 0.02% | New | 41,563 | $1.3M |
| World Investment Advisors | 0.03% | Add +5.9% | 33,421 | $1.0M |
| Financial Sense Advisors, Inc. | 0.28% | Add +6.8% | 32,586 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +44.2% | 17,434 | $536K |
| Principal Financial Group Inc. | 0.00% | New | 16,674 | $513K |
| Jane Street Group, LLC | 0.00% | New | 14,201 | $437K |
| Lion Street Advisors, LLC | 0.14% | Add +5.8% | 13,146 | $404K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -6.0% | 9,994 | $307K |
| Mariner, LLC | 0.00% | New | 6,522 | $200K |
| Morgan Stanley | 0.00% | Add +117.1% | 3,689 | $113K |
| UBS Group AG | 0.00% | Add +168.1% | 3,400 | $105K |
| Wells Fargo & Company | 0.00% | New | 3,350 | $103K |
| Fortitude Family Office, LLC | 0.03% | New | 2,097 | $64K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 1,841 | $57K |
| IFP Advisors, Inc | 0.00% | Add +4.3% | 902 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -2.5% | 894 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 735 | $23K |
"% of holder's portfolio" is APIE's weight in each manager's 13F, not the share of Activepassive Intl Eqty ETF the manager owns.