Activepassive Interm Muni BDAPMUETF
13F holders, Q2 2026 (June 30)24holders +2
4new positions
2sold out
$25.05avg. 13F price*
At the end of Q2 2026, 24 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, up 2 from Q1 2026. 4 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($137.2M), Envestnet Portfolio Solutions, Inc. ($80.4M) and Principal Securities, Inc. ($11.7M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q2 2026)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 2 | $335K |
All 13F filers, Q1 2026 → Q2 2026: 871,038 shares bought and 38,171 shares sold, net +832,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Envestnet Asset Management Inc. | 0.03% | Add +9.3% | 5,478,699 | $137.2M |
| Envestnet Portfolio Solutions, Inc. | 0.38% | Add +3.9% | 3,210,089 | $80.4M |
| Principal Securities, Inc. | 0.14% | Add +13.8% | 468,687 | $11.7M |
| LPL Financial LLC | 0.00% | Reduce -4.9% | 430,092 | $10.8M |
| MML Investors Services, LLC | 0.01% | Add +33.0% | 242,342 | $6.1M |
| Park Avenue Securities LLC | 0.03% | Add +6.0% | 207,484 | $5.2M |
| &partners | 0.02% | Add +11.8% | 185,158 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +80.7% | 145,249 | $3.6M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +4.0% | 97,585 | $2.4M |
| Jane Street Group, LLC | 0.00% | New | 49,518 | $1.2M |
| Principal Financial Group Inc. | 0.00% | Add +6.0% | 45,560 | $1.1M |
| Founders Financial Alliance, LLC | 0.05% | New | 15,466 | $387K |
| Resolute Wealth Advisor, Inc. | 0.18% | No change | 12,517 | $312K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.4% | 12,319 | $309K |
| Allworth Financial LP | 0.00% | No change | 11,236 | $281K |
| Financial Sense Advisors, Inc. | 0.06% | Reduce -1.6% | 11,171 | $280K |
| Osaic Holdings, Inc. | 0.00% | Add +6.8% | 9,444 | $237K |
| Spire Wealth Management | 0.01% | Add +6.2% | 6,777 | $170K |
| Farther Finance Advisors, LLC | 0.00% | No change | 5,325 | $133K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.0% | 2,910 | $73K |
| Crews Bank & Trust | 0.00% | New | 410 | $10K |
| Assetmark, Inc. | 0.00% | New | 132 | $3K |
| UBS Group AG | 0.00% | Reduce -85.9% | 44 | $1K |
| Morgan Stanley | 0.00% | No change | 1 | $25 |
"% of holder's portfolio" is APMU's weight in each manager's 13F, not the share of Activepassive Interm Muni BD the manager owns.