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Disclosery

APCB TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE CR (fund)

37 managers (39 13F filers) reported a position in APCB shares at 2026-06-30, 34,161,133 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
37
13F filers
39
New
7
Added
25
Reduced
4
Sold out
6
Shares held by filers
34,161,133

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding29,781,713$876M+879,371Timeline
LPL Financial LLC1,237,101$36.4M0.01%+22,69613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC725,014$21.3M0.26%+65,52213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC488,149$14.4M0.03%+69,10313F-HRTimeline
Cetera Investment Advisers316,054$9.3M0.01%+106,27213F-HRTimeline
&PARTNERS213,551$6.33M0.03%+10,56713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.212,379$6.25M0.01%+5,21413F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management204,021$6M0.18%+29,68313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.199,369$5.88M0.32%+45,18313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.152,046$4.48M2.55%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC94,627$2.79M0.02%+13,42613F-HRTimelineGroup
World Investment Advisors85,608$2.52M0.04%+19613F-HRTimeline
WEDBUSH SECURITIES INC76,856$2.26M0.06%+1,00313F-HRTimeline
Farther Finance Advisors, LLC68,962$2.03M0.02%-3,95013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,182$1.89M<0.01%+16,87813F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,356$1.39M<0.01%+30,35013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding26,250$762K+19,319Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,615$665K<0.01%-21,05113F-HRTimelineGroup
Financial Sense Advisors, Inc.21,980$647K0.13%+35713F-HRTimeline
Mariner, LLCin group Mariner, LLC21,192$624K<0.01%-1,75113F-HRTimelineGroup
Capital Asset Managemnet, LLC19,448$572K1.29%+4,76813F-HRTimeline
Cambridge Investment Research Advisors,…16,177$476K<0.01%-1,72513F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC10,249$302K<0.01%+5813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC10,112$298K<0.01%+1,39513F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.9,959$293K0.07%new13F-HRTimeline
NewEdge Advisors, LLC9,286$273K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC8,634$254K0.03%new13F-HRTimeline
Pioneer Family Office, LLC3,940$116K0.06%new13F-HRTimeline
Pinnacle Bancorp, Inc.3,906$115K0.03%+1,41313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,171$93.3K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,130$92.1K<0.01%+2,45513F-HRTimelineGroup
IFP Advisors, Inc1,455$42.8K<0.01%+10413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,246$36.7K<0.01%+58013F-HRTimelineGroup
Golden State Wealth Management, LLC818$24.1K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS238$7K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…224$6.59K<0.01%013F-HRTimeline
Signature Equity Partners, LLC115$3.39K<0.01%+5613F-HRTimeline