Activepassive Intl Eqty ETFAPIEETF

13F holders, Q4 2024 (December 31)
37holders +12
14new positions
2sold out
$28.02avg. 13F price*

At the end of Q4 2024, 37 institutions reported holding Activepassive Intl Eqty ETF (APIE) in their 13F filings, up 12 from Q3 2024. 14 opened new positions and 2 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($534.5M), Envestnet Asset Management Inc. ($291.7M) and Atria Wealth Solutions, Inc. ($15.6M).

Company
Activepassive Intl Eqty ETF
Filed as
TRUST FOR PROFESSIONAL MANAG (Q4 2024)
CUSIP
89834G737
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 14Q1 2024Q2 2024: 24Q2 2024Q3 2024: 25Q3 2024Q4 2024: 37Q4 2024Q1 2025: 38Q1 2025Q2 2025: 42Q2 2025Q3 2025: 39Q3 2025Q4 2025: 41Q4 2025Q1 2026: 42Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions14$10.6M
Exits2$126K

All 13F filers, Q3 2024 → Q4 2024: 4,486,681 shares bought and 589,073 shares sold, net +3,897,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

Envestnet Portfolio Solutions, Inc. 1.75% Reduce -2.4% 19,075,278 $534.5M
Envestnet Asset Management Inc. 0.09% Add +56.4% 10,410,480 $291.7M
Atria Wealth Solutions, Inc. 0.17% Reduce -11.5% 557,683 $15.6M
LPL Financial LLC 0.01% Reduce -3.4% 472,946 $13.3M
Principal Securities, Inc. 0.21% Add +48.6% 336,200 $9.4M
MML Investors Services, LLC 0.02% Add +22.2% 247,249 $6.9M
Commonwealth Equity Services, LLC 0.01% New 195,380 $5.5M
B. Riley Wealth Advisors, Inc. 0.17% Add +6.0% 189,483 $5.3M
Osaic Holdings, Inc. 0.01% Reduce -8.1% 116,009 $3.3M
Mariner, LLC 0.01% Add +1645.9% 113,865 $3.2M
Spire Wealth Management 0.09% New 106,765 $3.0M
&partners 0.03% Add +103.2% 84,443 $2.4M
Concourse Financial Group Securities, Inc. 0.06% Add +93.1% 33,663 $982K
World Investment Advisors 0.03% Add +0.8% 33,670 $943K
Financial Sense Advisors, Inc. 0.31% Add +0.2% 32,648 $915K
Lion Street Advisors, LLC 0.22% Add +89.2% 24,867 $697K
Jane Street Group, LLC 0.00% Add +50.7% 21,405 $600K
Wedbush Securities Inc. 0.02% New 18,638 $522K
Principal Financial Group Inc. 0.00% Add +5.7% 17,620 $494K
Allworth Financial LP 0.00% New 15,542 $453K
Park Avenue Securities LLC 0.00% New 13,977 $392K
Geneos Wealth Management Inc. 0.01% New 9,809 $275K
First Horizon Advisors, Inc. 0.01% Reduce -23.1% 7,680 $215K
Cambridge Investment Research Advisors, Inc. 0.00% New 7,350 $206K
Royal Bank of Canada 0.00% New 3,496 $98K
Bank of America Corp. 0.00% New 3,474 $97K
Pinnacle Bancorp, Inc. 0.02% Add +189.3% 2,586 $72K
Caldwell Sutter Capital, Inc. 0.02% No change 1,841 $52K
Morgan Stanley 0.00% Reduce -53.9% 1,699 $48K
Financial Gravity Companies, Inc. 0.01% New 1,186 $33K
IFP Advisors, Inc 0.00% No change 902 $25K
UBS Group AG 0.00% Reduce -78.7% 723 $20K
Global Retirement Partners, LLC 0.00% New 621 $17K
Fortitude Family Office, LLC 0.00% Reduce -77.5% 471 $13K
Silicon Valley Capital Partners 0.00% New 447 $13K
PNC Financial Services Group, Inc. 0.00% New 89 $2K
Assetmark, Inc. 0.00% New 40 $1K

"% of holder's portfolio" is APIE's weight in each manager's 13F, not the share of Activepassive Intl Eqty ETF the manager owns.