Activepassive US Equity ETFAPUEETF
13F holders, Q1 2026 (March 31)54holders
5new positions
5sold out
1famous investor
$40.07avg. 13F price*
At the end of Q1 2026, 54 institutions reported holding Activepassive US Equity ETF (APUE) in their 13F filings, unchanged from Q4 2025. 5 opened new positions and 5 sold out. The largest holders were Envestnet Asset Management Inc. ($1.0B), Envestnet Portfolio Solutions, Inc. ($998.7M) and LPL Financial LLC ($78.5M). 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 (Q1 2026)
- CUSIP
- 89834G729
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $5.7M |
| Exits | 5 | $1.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,266,436 shares bought and 2,253,413 shares sold, net +1,013,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Envestnet Asset Management Inc. | 0.27% | Add +12.4% | 25,376,362 | $1.0B |
| Envestnet Portfolio Solutions, Inc. | 5.53% | Reduce -7.0% | 24,916,499 | $998.7M |
| LPL Financial LLC | 0.02% | Reduce -9.8% | 1,959,350 | $78.5M |
| Principal Securities, Inc. | 0.80% | Add +5.2% | 1,368,975 | $54.9M |
| MML Investors Services, LLC | 0.10% | Add +11.3% | 878,324 | $35.2M |
| &partners | 0.09% | Add +12.0% | 448,666 | $18.0M |
| B. Riley Wealth Advisors, Inc. | 1.08% | Reduce -4.2% | 430,240 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.8% | 402,444 | $16.1M |
| Cetera Investment Advisers | 0.01% | Add +15.5% | 338,970 | $13.6M |
| Resolute Wealth Advisor, Inc. | 6.19% | — | 271,164 | $10.9M |
| Spire Wealth Management | 0.23% | Reduce -7.3% | 167,768 | $6.7M |
| Farther Finance Advisors, LLC | 0.05% | New | 121,488 | $4.9M |
| World Investment Advisors | 0.06% | Reduce -1.0% | 92,599 | $3.7M |
| Wedbush Securities Inc. | 0.11% | Add +12.3% | 91,223 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 39,906 | $1.6M |
| Financial Sense Advisors, Inc. | 0.35% | Reduce -0.1% | 37,608 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -47.4% | 31,413 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | No change | 29,221 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.3% | 24,246 | $972K |
| Morgan Stanley | 0.00% | Add +96.5% | 23,200 | $930K |
| Kestra Advisory Services, LLC | 0.00% | Add +61.8% | 21,507 | $862K |
| Sigma Planning Corp | 0.02% | Add +2.4% | 21,493 | $861K |
| Citadel Advisors | 0.00% | Reduce -44.6% | 19,694 | $789K |
| Principal Financial Group Inc. | 0.00% | Add +5.5% | 16,101 | $645K |
| QRG Capital Management, Inc. | 0.01% | Add +56.0% | 15,123 | $606K |
| Capital Asset Managemnet, LLC | 0.67% | No change | 14,896 | $597K |
| Diversify Wealth Management, LLC | 0.01% | Add +41.4% | 13,447 | $587K |
| Allworth Financial LP | 0.00% | Reduce -4.4% | 13,820 | $554K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.5% | 13,438 | $539K |
| Fsa Wealth Partners, Inc. | 0.24% | Add +19.5% | 12,575 | $504K |
| Modern Wealth Management, LLC | 0.01% | Reduce -43.0% | 11,264 | $455K |
| Western Wealth Management, LLC | 0.02% | New | 10,901 | $437K |
| Courier Capital LLC | 0.02% | No change | 10,666 | $427K |
| Flagstar Securities, Inc. | 0.15% | Reduce -19.4% | 10,058 | $403K |
| JPMorgan Chase & Co. | 0.00% | Add +243.0% | 10,091 | $393K |
| Assetmark, Inc. | 0.00% | Add +701.4% | 8,318 | $333K |
| Independent Financial Group, LLC | 0.01% | Add +0.3% | 7,816 | $313K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.6% | 6,215 | $249K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.8% | 6,076 | $244K |
| Jane Street Group, LLC | 0.00% | New | 5,434 | $218K |
| Absolute Capital Management, LLC | 0.07% | No change | 5,252 | $211K |
| Mgo One Seven LLC | 0.00% | No change | 5,045 | $202K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 4,368 | $175K |
| Pioneer Family Office, LLC | 0.11% | No change | 4,045 | $162K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4740.5% | 3,824 | $153K |
| Royal Bank of Canada | 0.00% | Reduce -41.1% | 3,029 | $121K |
| UBS Group AG | 0.00% | Add +2617.9% | 2,283 | $92K |
| MAI Capital Management | 0.00% | New | 2,221 | $89K |
| Wellington Grp LLC | 0.02% | Add +140.3% | 1,675 | $67K |
| Signature Resources Capital Management, LLC | 0.02% | Add +373.5% | 947 | $38K |
| Investors Research Corp | 0.01% | Reduce -25.0% | 864 | $35K |
| IFP Advisors, Inc | 0.00% | No change | 667 | $27K |
| Ascentis Independent Advisors | 0.00% | New | 147 | $6K |
| Signature Equity Partners, LLC | 0.00% | No change | 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.