Activepassive US Equity ETFAPUEETF

13F holders, Q2 2025 (June 30)
46holders +5
9new positions
4sold out
1famous investor
$37.62avg. 13F price*

At the end of Q2 2025, 46 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, up 5 from Q1 2025. 9 opened new positions and 4 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($990.3M), Envestnet Asset Management Inc. ($717.5M) and LPL Financial LLC ($88.3M). 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 (Q2 2025)
CUSIP
89834G729
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 17Q1 2024Q2 2024: 31Q2 2024Q3 2024: 32Q3 2024Q4 2024: 44Q4 2024Q1 2025: 41Q1 2025Q2 2025: 46Q2 2025Q3 2025: 53Q3 2025Q4 2025: 54Q4 2025Q1 2026: 54Q1 2026Q2 2026: 60Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$3.9M
Exits4$1.7M

All 13F filers, Q1 2025 → Q2 2025: 3,953,754 shares bought and 2,603,066 shares sold, net +1,350,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

Envestnet Portfolio Solutions, Inc. 3.64% Reduce -5.3% 26,334,834 $990.3M
Envestnet Asset Management Inc. 0.21% Add +6.2% 19,080,126 $717.5M
LPL Financial LLC 0.03% Add +197.9% 2,347,987 $88.3M
Principal Securities, Inc. 0.65% Add +78.5% 926,697 $34.8M
MML Investors Services, LLC 0.07% Add +37.6% 606,454 $22.8M
Osaic Holdings, Inc. 0.03% Add +1121.1% 446,707 $16.8M
B. Riley Wealth Advisors, Inc. 0.65% Add +5.6% 354,917 $13.3M
Resolute Wealth Advisor, Inc. 6.19% — 271,164 $10.9M
Commonwealth Equity Services, LLC 0.01% Reduce -15.4% 256,940 $9.7M
Cetera Investment Advisers 0.01% Add +16.4% 217,403 $8.2M
&partners 0.05% Reduce -1.5% 189,711 $7.1M
Spire Wealth Management 0.19% Reduce -24.2% 137,676 $5.2M
Mariner, LLC 0.01% Reduce -12.8% 124,219 $4.7M
Park Avenue Securities LLC 0.04% Add +82.5% 114,049 $4.3M
Wedbush Securities Inc. 0.11% Add +40.9% 82,562 $3.1M
Atria Wealth Solutions, Inc. 0.07% Reduce -92.2% 77,537 $2.9M
Lion Street Advisors, LLC 0.81% Add +49.9% 70,847 $2.7M
Merit Financial Group, LLC 0.03% New 68,259 $2.6M
World Investment Advisors 0.05% Reduce -8.1% 55,575 $2.1M
Susquehanna International Group, LLP 0.00% Add +157.2% 49,806 $1.9M
Financial Sense Advisors, Inc. 0.34% Reduce -34.2% 36,563 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +46.8% 34,304 $1.3M
Allworth Financial LP 0.00% Reduce -12.3% 19,568 $736K
Sigma Planning Corp 0.02% Add +14.8% 19,081 $718K
First Horizon Advisors, Inc. 0.01% Reduce -11.9% 13,998 $526K
Principal Financial Group Inc. 0.00% Add +32.6% 13,495 $507K
Morgan Stanley 0.00% Reduce -21.3% 13,087 $492K
Courier Capital LLC 0.02% New 10,666 $401K
Flagstar Securities, Inc. 0.11% Add +6.0% 10,210 $384K
Independent Financial Group, LLC 0.01% Add +2.2% 7,819 $294K
Citadel Advisors 0.00% New 5,974 $225K
Goldman Sachs Group Inc. 0.00% New 5,544 $208K
Kestra Advisory Services, LLC 0.00% New 5,428 $204K
Geneos Wealth Management Inc. 0.00% Reduce -16.3% 4,196 $158K
Pinnacle Bancorp, Inc. 0.05% No change 4,157 $156K
AE Wealth Management LLC 0.00% New 4,121 $155K
Capital Investment Advisory Services, LLC 0.01% No change 2,337 $88K
Raymond James Financial Inc. 0.00% New 1,935 $73K
IFP Advisors, Inc 0.00% Add +3.5% 1,854 $70K
NewEdge Advisors, LLC 0.00% No change 1,696 $64K
Assetmark, Inc. 0.00% Add +44.3% 1,498 $56K
Investors Research Corp 0.01% No change 1,152 $43K
Fortitude Family Office, LLC 0.00% New 335 $13K
PNC Financial Services Group, Inc. 0.00% Reduce -2.0% 150 $6K
ORG Partners LLC 0.00% New 121 $5K
UBS Group AG 0.00% Reduce -99.6% 118 $4K

"% of holder's portfolio" is APUE's weight in each manager's 13F, not the share of Activepassive US Equity ETF the manager owns.