Activepassive Interm Muni BDAPMUETF
13F holders, Q2 2025 (June 30)22holders +1
1new positions
1sold out
$24.79avg. 13F price*
At the end of Q2 2025, 22 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Envestnet Asset Management Inc. ($85.8M), Envestnet Portfolio Solutions, Inc. ($71.6M) and LPL Financial LLC ($9.1M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q2 2025)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 1 | $209K |
All 13F filers, Q1 2025 → Q2 2025: 680,278 shares bought and 487,761 shares sold, net +192,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Envestnet Asset Management Inc. | 0.03% | Add +7.4% | 3,460,609 | $85.8M |
| Envestnet Portfolio Solutions, Inc. | 0.26% | Reduce -7.2% | 2,886,304 | $71.6M |
| LPL Financial LLC | 0.00% | Add +616.1% | 366,731 | $9.1M |
| Principal Securities, Inc. | 0.11% | Add +44.5% | 229,836 | $5.7M |
| &partners | 0.02% | Add +20.3% | 89,383 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +28.0% | 85,149 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -1.2% | 63,209 | $1.6M |
| Principal Financial Group Inc. | 0.00% | Reduce -8.9% | 40,658 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +16.4% | 39,959 | $991K |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -89.8% | 27,916 | $692K |
| Park Avenue Securities LLC | 0.01% | Add +90.2% | 24,492 | $607K |
| Financial Sense Advisors, Inc. | 0.12% | Add +35.0% | 19,214 | $476K |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.8% | 14,228 | $353K |
| Allworth Financial LP | 0.00% | Reduce -2.0% | 13,081 | $324K |
| Resolute Wealth Advisor, Inc. | 0.18% | — | 12,517 | $312K |
| Lion Street Advisors, LLC | 0.07% | Reduce -6.0% | 8,984 | $223K |
| Spire Wealth Management | 0.00% | Reduce -40.5% | 5,413 | $134K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.1% | 2,539 | $63K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,016 | $25K |
| UBS Group AG | 0.00% | New | 470 | $12K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 365 | $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.