Activepassive US Equity ETFAPUEETF
13F holders, Q3 2024 (September 30)32holders +1
7new positions
6sold out
$35.24avg. 13F price*
At the end of Q3 2024, 32 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, up 1 from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($1.2B), Envestnet Asset Management Inc. ($387.5M) and Atria Wealth Solutions, Inc. ($39.3M).
- Company
- Activepassive US Equity ETF
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q3 2024)
- CUSIP
- 89834G729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.3M |
| Exits | 6 | $2.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,349,139 shares bought and 1,427,585 shares sold, net −78,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Envestnet Portfolio Solutions, Inc. | 3.83% | Reduce -3.7% | 33,479,567 | $1.2B |
| Envestnet Asset Management Inc. | 0.13% | Add +3.6% | 10,996,969 | $387.5M |
| Atria Wealth Solutions, Inc. | 0.43% | Reduce -5.5% | 1,116,063 | $39.3M |
| LPL Financial LLC | 0.01% | Add +108.0% | 856,827 | $30.2M |
| Principal Securities, Inc. | 0.30% | Add +102.3% | 355,666 | $12.5M |
| MML Investors Services, LLC | 0.04% | Add +28.9% | 327,123 | $11.5M |
| B. Riley Wealth Advisors, Inc. | 0.31% | Add +1.0% | 319,376 | $11.2M |
| Osaic Holdings, Inc. | 0.02% | Add +2.0% | 220,807 | $7.8M |
| Jane Street Group, LLC | 0.01% | New | 108,044 | $3.8M |
| &partners | 0.04% | Add +969.4% | 65,544 | $2.3M |
| World Investment Advisors | 0.07% | Reduce -0.9% | 61,724 | $2.2M |
| Financial Sense Advisors, Inc. | 0.56% | Reduce -2.6% | 57,284 | $2.0M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +32.6% | 32,194 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +203.9% | 29,107 | $1.0M |
| Lion Street Advisors, LLC | 0.34% | Add +4.5% | 27,469 | $968K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -9.2% | 20,639 | $727K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,567 | $443K |
| Morgan Stanley | 0.00% | Add +284.2% | 12,534 | $442K |
| Mariner, LLC | 0.00% | No change | 12,367 | $436K |
| Sigma Planning Corp | 0.01% | Add +33.8% | 11,389 | $401K |
| Flagstar Securities, Inc. | 0.08% | New | 9,177 | $323K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +14.1% | 9,034 | $318K |
| Independent Financial Group, LLC | 0.01% | Add +1.0% | 8,583 | $302K |
| Wells Fargo & Company | 0.00% | New | 8,191 | $289K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,936 | $280K |
| UBS Group AG | 0.00% | Add +164.8% | 7,217 | $254K |
| Fortitude Family Office, LLC | 0.05% | New | 3,789 | $134K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 3,523 | $124K |
| IFP Advisors, Inc | 0.00% | Reduce -1.2% | 1,842 | $65K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -6.4% | 1,647 | $58K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,306 | $46K |
| Investors Research Corp | 0.01% | No change | 1,152 | $41K |
"% of holder's portfolio" is APUE's weight in each manager's 13F, not the share of Activepassive US Equity ETF the manager owns.