Activepassive Interm Muni BDAPMUETF
13F holders, Q2 2024 (June 30)15holders +6
7new positions
1sold out
$24.61avg. 13F price*
At the end of Q2 2024, 15 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, up 6 from Q1 2024. 7 opened new positions and 1 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($88.3M), Envestnet Asset Management Inc. ($39.8M) and Atria Wealth Solutions, Inc. ($4.4M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q2 2024)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.6M |
| Exits | 1 | $206K |
All 13F filers, Q1 2024 → Q2 2024: 2,638,716 shares bought and 8,310 shares sold, net +2,630,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Envestnet Portfolio Solutions, Inc. | 0.31% | Add +43.5% | 3,588,643 | $88.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +352.8% | 1,618,550 | $39.8M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +19.4% | 180,260 | $4.4M |
| LPL Financial LLC | 0.00% | New | 71,669 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +277.3% | 66,924 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 55,578 | $1.4M |
| Principal Securities, Inc. | 0.03% | Add +27.5% | 37,404 | $921K |
| MML Investors Services, LLC | 0.00% | New | 34,699 | $854K |
| Osaic Holdings, Inc. | 0.00% | Add +70.9% | 25,551 | $629K |
| Financial Sense Advisors, Inc. | 0.11% | Add +30.6% | 14,027 | $345K |
| Old Mission Capital LLC | 0.01% | New | 13,894 | $342K |
| Lion Street Advisors, LLC | 0.09% | New | 9,925 | $244K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +53.9% | 6,023 | $148K |
| IFP Advisors, Inc | 0.00% | New | 356 | $9K |
| Investors Research Corp | 0.00% | New | 312 | $8K |
"% of holder's portfolio" is APMU's weight in each manager's 13F, not the share of Activepassive Interm Muni BD the manager owns.