Activepassive Interm Muni BDAPMUETF

13F holders, Q3 2025 (September 30)
22holders
4new positions
2sold out
$25.14avg. 13F price*

At the end of Q3 2025, 22 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, unchanged from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($99.4M), Envestnet Portfolio Solutions, Inc. ($78.5M) and LPL Financial LLC ($10.0M).

Company
Activepassive Interm Muni BD
Filed as
TRUST FOR PROFESSIONAL MANAG (Q3 2025)
CUSIP
89834G745
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 9Q1 2024Q2 2024: 15Q2 2024Q3 2024: 18Q3 2024Q4 2024: 22Q4 2024Q1 2025: 21Q1 2025Q2 2025: 22Q2 2025Q3 2025: 22Q3 2025Q4 2025: 21Q4 2025Q1 2026: 22Q1 2026Q2 2026: 24Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$1.2M
Exits2$232K

All 13F filers, Q2 2025 → Q3 2025: 938,833 shares bought and 18,230 shares sold, net +920,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Envestnet Asset Management Inc. 0.03% Add +14.2% 3,952,647 $99.4M
Envestnet Portfolio Solutions, Inc. 0.29% Add +8.2% 3,122,600 $78.5M
LPL Financial LLC 0.00% Add +8.2% 396,874 $10.0M
Principal Securities, Inc. 0.12% Add +30.7% 300,469 $7.6M
&partners 0.02% Add +13.2% 101,145 $2.5M
MML Investors Services, LLC 0.01% Add +17.4% 99,945 $2.5M
B. Riley Wealth Advisors, Inc. 0.09% Add +22.8% 77,605 $2.0M
Cetera Investment Advisers 0.00% Add +9.3% 43,686 $1.1M
Principal Financial Group Inc. 0.00% Add +2.6% 41,711 $1.0M
Park Avenue Securities LLC 0.01% Add +32.7% 32,499 $817K
Jane Street Group, LLC 0.00% New 29,462 $741K
Commonwealth Equity Services, LLC 0.00% Add +3.0% 14,660 $369K
Allworth Financial LP 0.00% No change 13,081 $329K
Financial Sense Advisors, Inc. 0.06% Reduce -44.6% 10,651 $268K
Osaic Holdings, Inc. 0.00% Add +318.8% 10,632 $268K
Modern Wealth Management, LLC 0.00% New 9,281 $233K
Spire Wealth Management 0.01% Add +19.2% 6,451 $162K
Royal Bank of Canada 0.00% New 5,683 $143K
Sound Income Strategies, LLC 0.00% New 1,993 $50K
Capital Investment Advisory Services, LLC 0.00% No change 1,016 $26K
UBS Group AG 0.00% Reduce -67.7% 152 $4K
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.