Activepassive US Equity ETFAPUEETF
13F holders, Q4 2024 (December 31)44holders +12
15new positions
3sold out
1famous investor
$35.76avg. 13F price*
At the end of Q4 2024, 44 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, up 12 from Q3 2024. 15 opened new positions and 3 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($1.2B), Envestnet Asset Management Inc. ($601.2M) and Atria Wealth Solutions, Inc. ($34.9M). 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 (Q4 2024)
- CUSIP
- 89834G729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $12.2M |
| Exits | 3 | $778K |
All 13F filers, Q3 2024 → Q4 2024: 7,003,490 shares bought and 1,640,714 shares sold, net +5,362,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Envestnet Portfolio Solutions, Inc. | 3.76% | Reduce -3.9% | 32,186,775 | $1.2B |
| Envestnet Asset Management Inc. | 0.19% | Add +52.9% | 16,813,228 | $601.2M |
| Atria Wealth Solutions, Inc. | 0.38% | Reduce -12.6% | 975,983 | $34.9M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 835,102 | $29.9M |
| Principal Securities, Inc. | 0.42% | Add +46.0% | 519,300 | $18.6M |
| MML Investors Services, LLC | 0.05% | Add +17.0% | 382,765 | $13.7M |
| B. Riley Wealth Advisors, Inc. | 0.38% | Add +2.3% | 326,602 | $11.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3943.8% | 320,912 | $11.5M |
| Mariner, LLC | 0.01% | Add +1512.4% | 199,400 | $7.1M |
| Osaic Holdings, Inc. | 0.02% | Reduce -14.3% | 189,203 | $6.8M |
| Spire Wealth Management | 0.21% | New | 188,215 | $6.7M |
| &partners | 0.06% | Add +101.2% | 131,896 | $4.8M |
| Concourse Financial Group Securities, Inc. | 0.13% | Add +87.5% | 60,352 | $2.2M |
| World Investment Advisors | 0.06% | Reduce -1.4% | 60,850 | $2.2M |
| Financial Sense Advisors, Inc. | 0.67% | Reduce -1.9% | 56,166 | $2.0M |
| Lion Street Advisors, LLC | 0.56% | Add +77.8% | 48,845 | $1.7M |
| Wedbush Securities Inc. | 0.04% | New | 31,474 | $1.1M |
| Allworth Financial LP | 0.01% | New | 28,232 | $1.0M |
| Park Avenue Securities LLC | 0.01% | New | 21,835 | $781K |
| Geneos Wealth Management Inc. | 0.03% | New | 20,973 | $750K |
| Royal Bank of Canada | 0.00% | New | 18,135 | $649K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -24.9% | 15,508 | $555K |
| Morgan Stanley | 0.00% | No change | 12,534 | $448K |
| Sigma Planning Corp | 0.01% | Add +7.8% | 12,282 | $439K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +29.1% | 11,666 | $417K |
| Old Mission Capital LLC | 0.01% | New | 10,921 | $391K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.4% | 10,074 | $360K |
| Flagstar Securities, Inc. | 0.08% | Add +0.7% | 9,240 | $330K |
| Jane Street Group, LLC | 0.00% | Reduce -92.1% | 8,575 | $307K |
| First Citizens Bank & Trust Co. | 0.01% | New | 7,984 | $286K |
| Independent Financial Group, LLC | 0.01% | Reduce -9.8% | 7,744 | $277K |
| Citadel Advisors | 0.00% | New | 6,561 | $235K |
| UBS Group AG | 0.00% | Reduce -41.7% | 4,206 | $150K |
| Pinnacle Bancorp, Inc. | 0.05% | Add +152.4% | 4,157 | $149K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 3,523 | $126K |
| IFP Advisors, Inc | 0.00% | Reduce -1.9% | 1,807 | $65K |
| Financial Gravity Companies, Inc. | 0.01% | New | 1,236 | $44K |
| Investors Research Corp | 0.01% | No change | 1,152 | $41K |
| Global Retirement Partners, LLC | 0.00% | New | 1,121 | $40K |
| Assetmark, Inc. | 0.00% | New | 1,038 | $37K |
| Silicon Valley Capital Partners | 0.00% | New | 867 | $31K |
| Fortitude Family Office, LLC | 0.01% | Reduce -77.6% | 850 | $30K |
| PNC Financial Services Group, Inc. | 0.00% | New | 143 | $5K |
| FMR LLC | 0.00% | New | 1 | $36 |
"% of holder's portfolio" is APUE's weight in each manager's 13F, not the share of Activepassive US Equity ETF the manager owns.