Activepassive US Equity ETFAPUEETF

13F holders, Q3 2025 (September 30)
53holders +7
15new positions
5sold out
1famous investor
$40.78avg. 13F price*

At the end of Q3 2025, 53 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, up 7 from Q2 2025. 15 opened new positions and 5 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($1.1B), Envestnet Asset Management Inc. ($839.2M) and LPL Financial LLC ($97.0M). 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions15$4.5M
Exits5$3.1M

All 13F filers, Q2 2025 → Q3 2025: 2,613,699 shares bought and 226,870 shares sold, net +2,386,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 53 holders

Envestnet Portfolio Solutions, Inc. 4.03% Add +1.6% 26,768,520 $1.1B
Envestnet Asset Management Inc. 0.24% Add +7.8% 20,578,086 $839.2M
LPL Financial LLC 0.03% Add +1.3% 2,378,091 $97.0M
Principal Securities, Inc. 0.79% Add +26.9% 1,176,065 $48.0M
MML Investors Services, LLC 0.07% Add +12.1% 680,060 $27.7M
Osaic Holdings, Inc. 0.03% Add +0.1% 447,192 $18.2M
B. Riley Wealth Advisors, Inc. 0.79% Add +14.3% 405,514 $16.5M
Cetera Investment Advisers 0.01% Add +8.7% 236,257 $9.6M
&partners 0.06% Add +20.2% 228,095 $9.3M
Commonwealth Equity Services, LLC 0.01% Reduce -14.5% 219,645 $9.0M
Spire Wealth Management 0.23% Add +21.5% 167,282 $6.8M
Park Avenue Securities LLC 0.05% Add +42.0% 162,000 $6.6M
Wedbush Securities Inc. 0.11% Reduce -1.0% 81,749 $3.3M
Mariner, LLC 0.00% Reduce -39.9% 74,664 $3.0M
World Investment Advisors 0.05% Add +0.0% 55,594 $2.3M
Susquehanna International Group, LLP 0.00% Add +10.2% 54,860 $2.2M
Financial Sense Advisors, Inc. 0.31% Add +0.6% 36,768 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.5% 36,525 $1.5M
Modern Wealth Management, LLC 0.02% New 26,447 $1.1M
Citadel Advisors 0.00% Add +252.4% 21,051 $858K
Sigma Planning Corp 0.02% Add +0.4% 19,156 $781K
Merit Financial Group, LLC 0.01% Reduce -75.3% 16,884 $689K
Allworth Financial LP 0.00% Reduce -21.5% 15,369 $627K
Principal Financial Group Inc. 0.00% Add +12.0% 15,109 $619K
Goldman Sachs Group Inc. 0.00% Add +143.1% 13,479 $550K
Morgan Stanley 0.00% Reduce -7.5% 12,107 $494K
Royal Bank of Canada 0.00% New 11,429 $466K
Courier Capital LLC 0.02% No change 10,666 $435K
Flagstar Securities, Inc. 0.12% Reduce -3.0% 9,899 $404K
Global Retirement Partners, LLC 0.01% New 8,204 $335K
Independent Financial Group, LLC 0.01% Add +0.3% 7,846 $320K
HRT Financial LP 0.00% New 7,639 $311K
Vivid Wealth Management, LLC 0.10% New 6,219 $254K
Spinnaker Investment Group, LLC 0.05% New 5,996 $245K
QRG Capital Management, Inc. 0.00% New 5,992 $244K
Fsa Wealth Partners, Inc. 0.09% New 5,903 $241K
Signature Estate & Investment Advisors LLC 0.01% New 5,687 $232K
Mgo One Seven LLC 0.01% New 5,480 $223K
Kestra Advisory Services, LLC 0.00% Reduce -0.9% 5,379 $219K
Absolute Capital Management, LLC 0.09% New 5,366 $219K
Guidance Point Advisors, LLC 0.05% New 5,035 $205K
Pinnacle Bancorp, Inc. 0.05% Add +5.1% 4,368 $178K
FMR LLC 0.00% New 4,201 $171K
JPMorgan Chase & Co. 0.00% New 3,784 $154K
Ameritas Advisory Services, LLC 0.01% New 2,371 $97K
Capital Investment Advisory Services, LLC 0.01% Reduce -4.6% 2,230 $91K
NewEdge Advisors, LLC 0.00% No change 1,696 $69K
IFP Advisors, Inc 0.00% Reduce -15.8% 1,562 $64K
Investors Research Corp 0.01% No change 1,152 $47K
Assetmark, Inc. 0.00% Reduce -30.7% 1,038 $42K
UBS Group AG 0.00% Add +746.6% 999 $41K
PNC Financial Services Group, Inc. 0.00% Add +2.0% 153 $6K
ORG Partners LLC 0.00% Add +19.0% 144 $6K

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