Activepassive Interm Muni BDAPMUETF
13F holders, Q1 2025 (March 31)21holders −1
3new positions
3sold out
$24.70avg. 13F price*
At the end of Q1 2025, 21 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, down 1 from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($79.6M), Envestnet Portfolio Solutions, Inc. ($76.8M) and Atria Wealth Solutions, Inc. ($6.8M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q1 2025)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 3 | $781K |
All 13F filers, Q4 2024 → Q1 2025: 385,358 shares bought and 803,029 shares sold, net −417,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Envestnet Asset Management Inc. | 0.03% | Add +8.2% | 3,223,513 | $79.6M |
| Envestnet Portfolio Solutions, Inc. | 0.29% | Reduce -19.4% | 3,108,501 | $76.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +9.6% | 274,858 | $6.8M |
| Principal Securities, Inc. | 0.09% | No change | 159,095 | $3.9M |
| &partners | 0.02% | Add +113.2% | 74,297 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +39.1% | 66,520 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +0.2% | 63,985 | $1.6M |
| LPL Financial LLC | 0.00% | Add +24.3% | 51,214 | $1.3M |
| Principal Financial Group Inc. | 0.00% | Add +0.3% | 44,641 | $1.1M |
| Cetera Investment Advisers | 0.00% | New | 34,339 | $848K |
| Financial Sense Advisors, Inc. | 0.10% | Add +5.6% | 14,227 | $351K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.9% | 13,711 | $339K |
| Allworth Financial LP | 0.00% | Add +48.3% | 13,343 | $326K |
| Park Avenue Securities LLC | 0.00% | Reduce -29.4% | 12,879 | $318K |
| Lion Street Advisors, LLC | 0.07% | Reduce -15.5% | 9,555 | $236K |
| Spire Wealth Management | 0.01% | Reduce -3.3% | 9,094 | $225K |
| Susquehanna International Group, LLP | 0.00% | New | 8,452 | $209K |
| Osaic Holdings, Inc. | 0.00% | Reduce -82.9% | 3,436 | $85K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,016 | $25K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 363 | $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.