Activepassive US Equity ETFAPUEETF

13F holders, Q2 2026 (June 30)
60holders +6
12new positions
6sold out
1famous investor
$46.17avg. 13F price*

At the end of Q2 2026, 60 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, up 6 from Q1 2026. 12 opened new positions and 6 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Envestnet Portfolio Solutions, Inc. ($1.1B) and LPL Financial LLC ($95.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Activepassive US Equity ETF
Filed as
TRUST FOR PROFESSIONAL MANAG (Q2 2026)
CUSIP
89834G729
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 17Q1 2024Q2 2024: 31Q2 2024Q3 2024: 32Q3 2024Q4 2024: 44Q4 2024Q1 2025: 41Q1 2025Q2 2025: 46Q2 2025Q3 2025: 53Q3 2025Q4 2025: 54Q4 2025Q1 2026: 54Q1 2026Q2 2026: 60Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions12$19.1M
Exits6$1.7M

All 13F filers, Q1 2026 → Q2 2026: 1,916,901 shares bought and 255,509 shares sold, net +1,661,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 60 holders

Envestnet Asset Management Inc. 0.29% Add +3.6% 26,302,868 $1.2B
Envestnet Portfolio Solutions, Inc. 5.47% Reduce -0.7% 24,743,201 $1.1B
LPL Financial LLC 0.02% Add +5.3% 2,063,015 $95.3M
Principal Securities, Inc. 0.83% Add +8.4% 1,483,929 $68.6M
MML Investors Services, LLC 0.09% Add +5.0% 921,857 $42.6M
B. Riley Wealth Advisors, Inc. 1.28% Add +18.8% 510,969 $23.4M
Cetera Investment Advisers 0.02% Add +43.3% 485,560 $22.4M
&partners 0.08% Reduce -1.9% 440,357 $20.6M
Osaic Holdings, Inc. 0.02% Add +0.5% 404,246 $18.7M
Park Avenue Securities LLC 0.09% New 327,312 $15.1M
Resolute Wealth Advisor, Inc. 6.19% No change 271,164 $10.9M
Spire Wealth Management 0.27% Add +13.5% 190,401 $8.8M
Farther Finance Advisors, LLC 0.04% Reduce -5.3% 115,006 $5.3M
Wedbush Securities Inc. 0.11% Add +1.0% 92,140 $4.3M
World Investment Advisors 0.06% Reduce -3.6% 89,234 $3.8M
Citadel Advisors 0.00% Add +113.3% 42,012 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -4.7% 38,034 $1.8M
Founders Financial Alliance, LLC 0.23% New 37,229 $1.7M
Financial Sense Advisors, Inc. 0.36% Reduce -3.7% 36,205 $1.7M
NewEdge Advisors, LLC 0.00% No change 29,221 $1.4M
Mariner, LLC 0.00% Reduce -11.7% 27,747 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +7.0% 25,935 $1.2M
Sigma Planning Corp 0.03% Add +2.9% 22,118 $1.0M
Morgan Stanley 0.00% Reduce -4.8% 22,090 $1.0M
Diversify Advisory Services, LLC 0.02% New 20,243 $924K
Diversify Wealth Management, LLC 0.02% Add +50.5% 20,243 $924K
Assetmark, Inc. 0.00% Add +113.1% 17,723 $819K
Fsa Wealth Partners, Inc. 0.20% Add +36.1% 17,114 $791K
Susquehanna International Group, LLP 0.00% Add +177.8% 16,879 $780K
Principal Financial Group Inc. 0.00% Reduce -6.6% 15,037 $695K
Capital Asset Managemnet, LLC 1.46% Reduce -5.6% 14,064 $650K
JPMorgan Chase & Co. 0.00% Add +32.4% 13,363 $613K
QRG Capital Management, Inc. 0.00% Reduce -14.8% 12,885 $595K
Merit Financial Group, LLC 0.00% Reduce -5.8% 12,658 $585K
Allworth Financial LP 0.00% Reduce -16.8% 11,499 $531K
Courier Capital LLC 0.02% No change 10,666 $493K
Flagstar Securities, Inc. 0.14% No change 10,058 $465K
Modern Wealth Management, LLC 0.00% Reduce -20.6% 8,938 $413K
Independent Financial Group, LLC 0.01% Reduce -9.5% 7,073 $327K
Signature Estate & Investment Advisors LLC 0.01% Add +5.7% 6,567 $303K
Brookstone Capital Management 0.00% New 6,190 $286K
Pinnacle Bancorp, Inc. 0.07% Add +37.4% 6,001 $277K
Absolute Capital Management, LLC 0.06% No change 5,252 $243K
Mgo One Seven LLC 0.00% No change 5,045 $233K
Truist Financial Corp. 0.00% New 4,905 $227K
Spinnaker Investment Group, LLC 0.04% New 4,865 $225K
Brown Advisory Inc. 0.00% New 4,846 $224K
Pioneer Family Office, LLC 0.10% No change 4,045 $187K
Harbor Investment Advisory, LLC 0.01% New 3,809 $176K
Royal Bank of Canada 0.00% No change 3,029 $140K
Ameritas Advisory Services, LLC 0.00% New 2,371 $110K
PNC Financial Services Group, Inc. 0.00% Reduce -38.0% 2,370 $109K
Golden State Wealth Management, LLC 0.01% New 1,286 $59K
Signature Resources Capital Management, LLC 0.02% No change 947 $44K
Crews Bank & Trust 0.00% New 648 $30K
IFP Advisors, Inc 0.00% Reduce -11.7% 589 $27K
Fiduciary Financial Advisors 0.00% New 436 $20K
Investors Research Corp 0.00% Reduce -50.0% 432 $20K
UBS Group AG 0.00% Reduce -81.1% 432 $20K
Signature Equity Partners, LLC 0.00% No change 58 $3K

"% of holder's portfolio" is APUE's weight in each manager's 13F, not the share of Activepassive US Equity ETF the manager owns.