Activepassive Interm Muni BDAPMUETF
13F holders, Q3 2024 (September 30)18holders +3
4new positions
1sold out
$25.11avg. 13F price*
At the end of Q3 2024, 18 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 1 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($93.6M), Envestnet Asset Management Inc. ($46.0M) and Atria Wealth Solutions, Inc. ($4.9M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q3 2024)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 1 | $8K |
All 13F filers, Q2 2024 → Q3 2024: 537,626 shares bought and 70,800 shares sold, net +466,826 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Envestnet Portfolio Solutions, Inc. | 0.30% | Add +3.9% | 3,726,754 | $93.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.2% | 1,832,258 | $46.0M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +7.6% | 193,935 | $4.9M |
| Principal Securities, Inc. | 0.08% | Add +231.1% | 123,845 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +1.5% | 56,416 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -34.2% | 47,162 | $1.2M |
| Principal Financial Group Inc. | 0.00% | New | 43,010 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +6.0% | 36,792 | $924K |
| Osaic Holdings, Inc. | 0.00% | Add +13.6% | 29,026 | $729K |
| &partners | 0.01% | New | 26,461 | $664K |
| Jane Street Group, LLC | 0.00% | Reduce -67.4% | 21,801 | $547K |
| Old Mission Capital LLC | 0.01% | Add +31.3% | 18,243 | $458K |
| Financial Sense Advisors, Inc. | 0.09% | Reduce -6.1% | 13,169 | $331K |
| Lion Street Advisors, LLC | 0.09% | Add +5.6% | 10,480 | $263K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +15.4% | 6,951 | $175K |
| UBS Group AG | 0.00% | New | 3,979 | $100K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 358 | $9K |
| Morgan Stanley | 0.00% | New | 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.