Activepassive US Equity ETFAPUEETF
13F holders, Q1 2025 (March 31)41holders −3
6new positions
7sold out
$34.00avg. 13F price*
At the end of Q1 2025, 41 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, down 3 from Q4 2024. 6 opened new positions and 7 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($944.4M), Envestnet Asset Management Inc. ($610.6M) and Atria Wealth Solutions, Inc. ($33.8M).
- Company
- Activepassive US Equity ETF
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q1 2025)
- CUSIP
- 89834G729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.7M |
| Exits | 7 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,667,492 shares bought and 4,743,191 shares sold, net −3,075,699 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Envestnet Portfolio Solutions, Inc. | 3.61% | Reduce -13.7% | 27,793,536 | $944.4M |
| Envestnet Asset Management Inc. | 0.20% | Add +6.9% | 17,968,633 | $610.6M |
| Atria Wealth Solutions, Inc. | 0.41% | Add +2.0% | 995,207 | $33.8M |
| LPL Financial LLC | 0.01% | Reduce -5.6% | 788,211 | $26.8M |
| Principal Securities, Inc. | 0.42% | No change | 519,300 | $18.6M |
| MML Investors Services, LLC | 0.05% | Add +15.2% | 440,754 | $15.0M |
| B. Riley Wealth Advisors, Inc. | 0.35% | Add +2.9% | 336,114 | $11.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.3% | 303,878 | $10.3M |
| &partners | 0.07% | Add +46.0% | 192,555 | $6.5M |
| Cetera Investment Advisers | 0.01% | New | 186,860 | $6.3M |
| Spire Wealth Management | 0.20% | Reduce -3.5% | 181,559 | $6.2M |
| Mariner, LLC | 0.01% | Reduce -28.6% | 142,468 | $4.8M |
| Park Avenue Securities LLC | 0.03% | Add +186.2% | 62,489 | $2.1M |
| World Investment Advisors | 0.05% | Reduce -0.6% | 60,501 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Add +86.2% | 58,610 | $2.0M |
| Financial Sense Advisors, Inc. | 0.54% | Reduce -1.0% | 55,580 | $1.9M |
| Lion Street Advisors, LLC | 0.51% | Reduce -3.2% | 47,263 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -80.7% | 36,582 | $1.2M |
| UBS Group AG | 0.00% | Add +672.1% | 32,474 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | New | 23,974 | $815K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +100.3% | 23,362 | $794K |
| Allworth Financial LP | 0.00% | Reduce -20.9% | 22,320 | $743K |
| Jane Street Group, LLC | 0.00% | Add +144.4% | 20,956 | $712K |
| Susquehanna International Group, LLP | 0.00% | Add +92.2% | 19,362 | $658K |
| Sigma Planning Corp | 0.02% | Add +35.3% | 16,621 | $565K |
| Morgan Stanley | 0.00% | Add +32.6% | 16,618 | $565K |
| First Horizon Advisors, Inc. | 0.02% | Add +2.5% | 15,889 | $540K |
| Principal Financial Group Inc. | 0.00% | New | 10,175 | $346K |
| Flagstar Securities, Inc. | 0.08% | Add +4.2% | 9,630 | $327K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.2% | 7,649 | $260K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -76.1% | 5,013 | $170K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 4,157 | $141K |
| Caldwell Sutter Capital, Inc. | 0.06% | No change | 3,523 | $120K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 2,337 | $79K |
| IFP Advisors, Inc | 0.00% | Reduce -0.8% | 1,792 | $61K |
| NewEdge Advisors, LLC | 0.00% | New | 1,696 | $58K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,223 | $42K |
| Investors Research Corp | 0.01% | No change | 1,152 | $39K |
| Assetmark, Inc. | 0.00% | No change | 1,038 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,034 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.0% | 153 | $5K |
"% of holder's portfolio" is APUE's weight in each manager's 13F, not the share of Activepassive US Equity ETF the manager owns.