Activepassive US Equity ETFAPUEETF
13F holders, Q1 2024 (March 31)17holders
1famous investor
$32.26avg. 13F price*
At the end of Q1 2024, 17 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings. The largest holders were Envestnet Portfolio Solutions, Inc. ($520.4M), Envestnet Asset Management Inc. ($89.5M) and Atria Wealth Solutions, Inc. ($37.6M). 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 (Q1 2024)
- CUSIP
- 89834G729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 2 | $31K |
Ownership 17 holders
| Envestnet Portfolio Solutions, Inc. | 1.96% | Add +35.3% | 16,127,747 | $520.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +94.4% | 2,772,976 | $89.5M |
| Atria Wealth Solutions, Inc. | 0.42% | Add +4.8% | 1,164,399 | $37.6M |
| MML Investors Services, LLC | 0.01% | Add +864.7% | 100,610 | $3.2M |
| Lincoln National Corp. | 0.05% | Add +502.1% | 99,526 | $3.2M |
| Principal Securities, Inc. | 0.08% | Add +330.0% | 76,694 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +30.9% | 56,394 | $1.8M |
| Financial Sense Advisors, Inc. | 0.45% | Add +180.6% | 39,571 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -77.3% | 41,731 | $1.1M |
| LPL Financial LLC | 0.00% | New | 19,287 | $622K |
| HighTower Advisors, LLC | 0.00% | Reduce -93.0% | 15,896 | $514K |
| Commonwealth Equity Services, LLC | 0.00% | New | 11,264 | $364K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.3% | 8,371 | $270K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +16.0% | 7,921 | $256K |
| Citadel Advisors | 0.00% | New | 7,777 | $251K |
| Sigma Planning Corp | 0.01% | New | 6,478 | $209K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,280 | $106K |
"% of holder's portfolio" is APUE's weight in each manager's 13F, not the share of Activepassive US Equity ETF the manager owns.