Activepassive US Equity ETFAPUEETF

13F holders, Q4 2025 (December 31)
54holders +1
4new positions
7sold out
1famous investor
$41.67avg. 13F price*

At the end of Q4 2025, 54 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, up 1 from Q3 2025. 4 opened new positions and 7 sold out. The largest holders were Envestnet Portfolio Solutions, Inc. ($1.1B), Envestnet Asset Management Inc. ($940.4M) and LPL Financial LLC ($90.5M). 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$705K
Exits7$8.1M

All 13F filers, Q3 2025 → Q4 2025: 2,655,749 shares bought and 683,471 shares sold, net +1,972,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 54 holders

Envestnet Portfolio Solutions, Inc. 3.92% Add +0.1% 26,792,150 $1.1B
Envestnet Asset Management Inc. 0.28% Add +9.7% 22,566,633 $940.4M
LPL Financial LLC 0.02% Reduce -8.7% 2,172,424 $90.5M
Principal Securities, Inc. 0.84% Add +10.7% 1,301,886 $54.2M
MML Investors Services, LLC 0.08% Add +16.0% 788,836 $32.9M
B. Riley Wealth Advisors, Inc. 0.88% Add +10.7% 449,076 $18.7M
Osaic Holdings, Inc. 0.03% Reduce -2.4% 436,700 $18.2M
&partners 0.09% Add +75.6% 400,563 $16.7M
Cetera Investment Advisers 0.01% Add +24.2% 293,431 $12.2M
Spire Wealth Management 0.25% Add +8.1% 180,907 $7.5M
World Investment Advisors 0.06% Add +68.3% 93,557 $3.9M
Wedbush Securities Inc. 0.10% Reduce -0.7% 81,204 $3.4M
Mariner, LLC 0.00% Reduce -20.1% 59,663 $2.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +9.1% 39,856 $1.7M
Financial Sense Advisors, Inc. 0.33% Add +2.4% 37,639 $1.6M
Citadel Advisors 0.00% Add +68.9% 35,553 $1.5M
NewEdge Advisors, LLC 0.00% Add +1622.9% 29,221 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -89.7% 22,600 $942K
Sigma Planning Corp 0.02% Add +9.6% 20,991 $875K
Modern Wealth Management, LLC 0.01% Reduce -25.3% 19,759 $823K
Susquehanna International Group, LLP 0.00% Reduce -65.6% 18,874 $786K
Merit Financial Group, LLC 0.01% Reduce -6.9% 15,719 $655K
Principal Financial Group Inc. 0.00% Add +1.0% 15,264 $636K
Capital Asset Managemnet, LLC 0.69% — 14,896 $621K
Allworth Financial LP 0.00% Reduce -5.9% 14,460 $603K
Kestra Advisory Services, LLC 0.00% Add +147.1% 13,290 $554K
Flagstar Securities, Inc. 0.17% Add +26.1% 12,481 $520K
Morgan Stanley 0.00% Reduce -2.5% 11,807 $492K
Courier Capital LLC 0.03% No change 10,666 $444K
Fsa Wealth Partners, Inc. 0.16% Add +78.3% 10,523 $438K
QRG Capital Management, Inc. 0.00% Add +61.8% 9,696 $404K
Diversify Wealth Management, LLC 0.02% New 9,510 $404K
Independent Financial Group, LLC 0.01% Reduce -0.7% 7,795 $325K
HRT Financial LP 0.00% Reduce -14.2% 6,554 $273K
Signature Estate & Investment Advisors LLC 0.01% Add +7.6% 6,117 $255K
Spinnaker Investment Group, LLC 0.04% Reduce -0.7% 5,952 $248K
Absolute Capital Management, LLC 0.08% Reduce -2.1% 5,252 $219K
Royal Bank of Canada 0.00% Reduce -55.0% 5,139 $214K
Mgo One Seven LLC 0.00% Reduce -7.9% 5,045 $210K
Pathstone Holdings, LLC 0.00% New 4,865 $203K
Guidance Point Advisors, LLC 0.05% Reduce -4.5% 4,811 $200K
Pinnacle Bancorp, Inc. 0.05% No change 4,368 $182K
Pioneer Family Office, LLC 0.11% — 4,045 $169K
JPMorgan Chase & Co. 0.00% Reduce -22.3% 2,942 $123K
Smartleaf Asset Management LLC 0.00% New 2,142 $90K
Investors Research Corp 0.01% No change 1,152 $48K
Assetmark, Inc. 0.00% No change 1,038 $43K
Wellington Grp LLC 0.01% — 697 $29K
IFP Advisors, Inc 0.00% Reduce -57.3% 667 $28K
Signature Resources Capital Management, LLC 0.00% New 200 $8K
ORG Partners LLC 0.00% No change 144 $6K
UBS Group AG 0.00% Reduce -91.6% 84 $4K
PNC Financial Services Group, Inc. 0.00% Reduce -48.4% 79 $3K
Signature Equity Partners, LLC 0.00% — 58 $2K

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