Activepassive Interm Muni BDAPMUETF
13F holders, Q1 2026 (March 31)22holders +1
3new positions
3sold out
$24.89avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Activepassive Interm Muni BD (APMU) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Envestnet Asset Management Inc. ($124.8M), Envestnet Portfolio Solutions, Inc. ($76.9M) and LPL Financial LLC ($11.3M).
- Company
- Activepassive Interm Muni BD
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q1 2026)
- CUSIP
- 89834G745
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $5.1M |
| Exits | 3 | $814K |
All 13F filers, Q4 2025 → Q1 2026: 1,057,410 shares bought and 223,546 shares sold, net +833,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Envestnet Asset Management Inc. | 0.03% | Add +15.5% | 5,013,814 | $124.8M |
| Envestnet Portfolio Solutions, Inc. | 0.43% | Reduce -5.6% | 3,089,868 | $76.9M |
| LPL Financial LLC | 0.00% | Add +3.3% | 452,184 | $11.3M |
| Principal Securities, Inc. | 0.15% | Add +5.3% | 411,841 | $10.3M |
| Park Avenue Securities LLC | 0.04% | New | 195,719 | $4.9M |
| MML Investors Services, LLC | 0.01% | Add +42.7% | 182,239 | $4.5M |
| &partners | 0.02% | Add +61.3% | 165,646 | $4.1M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -0.4% | 93,857 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +47.7% | 80,366 | $2.0M |
| Principal Financial Group Inc. | 0.00% | Add +1.3% | 42,994 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 13,750 | $342K |
| Resolute Wealth Advisor, Inc. | 0.18% | — | 12,517 | $312K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.9% | 11,477 | $286K |
| Financial Sense Advisors, Inc. | 0.07% | Add +0.6% | 11,353 | $283K |
| Allworth Financial LP | 0.00% | Reduce -14.1% | 11,236 | $280K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.7% | 8,839 | $220K |
| Spire Wealth Management | 0.01% | Reduce -5.0% | 6,379 | $159K |
| Farther Finance Advisors, LLC | 0.00% | New | 5,325 | $132K |
| PNC Financial Services Group, Inc. | 0.00% | New | 3,637 | $91K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,993 | $50K |
| UBS Group AG | 0.00% | Add +439.7% | 313 | $8K |
| 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.