Activepassive Interm Muni BDAPMUETF
13F holders, Q4 2024 (December 31)22holders +4
6new positions
2sold out
$24.66avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($95.1M), Envestnet Asset Management Inc. ($73.5M) and Atria Wealth Solutions, Inc. ($6.2M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q4 2024)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 2 | $647K |
All 13F filers, Q3 2024 → Q4 2024: 1,465,430 shares bought and 41,562 shares sold, net +1,423,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Envestnet Portfolio Solutions, Inc. | 0.31% | Add +3.5% | 3,855,706 | $95.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +62.6% | 2,980,197 | $73.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +29.3% | 250,776 | $6.2M |
| Principal Securities, Inc. | 0.09% | Add +28.5% | 159,095 | $3.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +13.2% | 63,880 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +29.9% | 47,803 | $1.2M |
| Principal Financial Group Inc. | 0.00% | Add +3.5% | 44,519 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -12.7% | 41,197 | $1.0M |
| &partners | 0.01% | Add +31.7% | 34,845 | $860K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.6% | 20,130 | $496K |
| Park Avenue Securities LLC | 0.00% | New | 18,251 | $450K |
| Old Mission Capital LLC | 0.01% | Reduce -5.0% | 17,322 | $427K |
| Financial Sense Advisors, Inc. | 0.11% | Add +2.3% | 13,470 | $332K |
| Commonwealth Equity Services, LLC | 0.00% | New | 13,076 | $322K |
| Flow Traders U.S. LLC | 0.01% | New | 11,927 | $294K |
| Lion Street Advisors, LLC | 0.09% | Add +7.9% | 11,306 | $279K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +41.0% | 9,798 | $242K |
| Spire Wealth Management | 0.01% | New | 9,405 | $232K |
| Allworth Financial LP | 0.00% | New | 8,997 | $222K |
| Silicon Valley Capital Partners | 0.01% | New | 2,447 | $60K |
| IFP Advisors, Inc | 0.00% | Add +0.8% | 361 | $9K |
| 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.