Activepassive US Equity ETFAPUEETF
13F holders, Q2 2024 (June 30)31holders +14
17new positions
3sold out
$33.34avg. 13F price*
At the end of Q2 2024, 31 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, up 14 from Q1 2024. 17 opened new positions and 3 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($1.2B), Envestnet Asset Management Inc. ($353.7M) and Atria Wealth Solutions, Inc. ($39.4M).
- Company
- Activepassive US Equity ETF
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q2 2024)
- CUSIP
- 89834G729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.8M |
| Exits | 3 | $3.8M |
All 13F filers, Q1 2024 → Q2 2024: 27,825,873 shares bought and 120,692 shares sold, net +27,705,181 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Envestnet Portfolio Solutions, Inc. | 4.04% | Add +115.5% | 34,759,042 | $1.2B |
| Envestnet Asset Management Inc. | 0.12% | Add +282.6% | 10,610,217 | $353.7M |
| Atria Wealth Solutions, Inc. | 0.44% | Add +1.5% | 1,181,391 | $39.4M |
| LPL Financial LLC | 0.01% | Add +2035.9% | 411,944 | $13.7M |
| B. Riley Wealth Advisors, Inc. | 0.27% | Add +657.9% | 316,286 | $10.5M |
| MML Investors Services, LLC | 0.03% | Add +152.3% | 253,793 | $8.5M |
| Osaic Holdings, Inc. | 0.02% | Add +283.9% | 216,513 | $7.2M |
| Principal Securities, Inc. | 0.16% | Add +129.2% | 175,769 | $5.9M |
| World Investment Advisors | 0.13% | New | 62,286 | $2.1M |
| Financial Sense Advisors, Inc. | 0.62% | Add +48.6% | 58,823 | $2.0M |
| Inspire Advisors, LLC | 0.19% | New | 42,236 | $1.4M |
| Lion Street Advisors, LLC | 0.32% | New | 26,292 | $876K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +206.6% | 24,282 | $809K |
| First Horizon Advisors, Inc. | 0.02% | Add +592.8% | 22,725 | $758K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.5% | 14,227 | $473K |
| Mariner, LLC | 0.00% | New | 12,367 | $412K |
| Susquehanna International Group, LLP | 0.00% | New | 9,577 | $319K |
| Sigma Planning Corp | 0.01% | Add +31.4% | 8,510 | $284K |
| Independent Financial Group, LLC | 0.01% | New | 8,496 | $283K |
| Mercer Global Advisors Inc. | 0.00% | New | 8,200 | $273K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.5% | 7,915 | $264K |
| Bank of Montreal | 0.00% | New | 6,477 | $217K |
| KPP Advisory Services LLC | 0.06% | New | 6,463 | $215K |
| &partners | 0.01% | New | 6,129 | $204K |
| Caldwell Sutter Capital, Inc. | 0.06% | New | 3,523 | $117K |
| Morgan Stanley | 0.00% | New | 3,262 | $109K |
| UBS Group AG | 0.00% | New | 2,725 | $91K |
| IFP Advisors, Inc | 0.00% | New | 1,864 | $62K |
| Pinnacle Bancorp, Inc. | 0.02% | New | 1,759 | $59K |
| Investors Research Corp | 0.01% | New | 1,152 | $38K |
| Addison Advisors LLC | 0.01% | New | 858 | $29K |
"% of holder's portfolio" is APUE's weight in each manager's 13F, not the share of Activepassive US Equity ETF the manager owns.