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APCB TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE CR (fund)

33 managers (34 13F filers) reported a position in APCB shares at 2024-12-31, 29,039,566 shares in all. 13 filers opened a position and 0 filers sold out during the quarter.

Managers
33
13F filers
34
New
13
Added
10
Reduced
9
Sold out
0
Shares held by filers
29,039,566

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 holding26,523,182$769M+2,601,411Timeline
Atria Wealth Solutions, Inc.555,804$16.1M0.18%-90,73513F-HRTimeline
LPL Financial LLC425,908$12.3M0.01%-82313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC279,445$8.1M0.18%+95,49913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC219,967$6.38M0.02%+35,35813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC152,701$4.42M0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management147,347$4.27M0.13%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC136,312$3.95M0.01%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.107,157$3.11M0.1%+3,01913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.88,799$2.57M0.01%-10,55413F-HR/ATimelineGroup
World Investment Advisors63,280$1.83M0.05%+61113F-HRTimeline
OLD MISSION CAPITAL LLC52,137$1.51M0.04%new13F-HRTimeline
&PARTNERS47,409$1.38M0.02%+21,53013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…36,862$1.07M0.06%+9,50513F-HRTimeline
Financial Sense Advisors, Inc.31,725$919K0.31%+2,69513F-HRTimeline
Lion Street Advisors, LLC29,595$858K0.27%+8,37713F-HRTimeline
FLOW TRADERS U.S. LLC28,277$819K0.03%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,551$798K<0.01%-67,00713F-HRTimelineGroup
WEDBUSH SECURITIES INC21,080$611K0.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,092$553K0.01%new13F-HRTimelineGroup
Allworth Financial LP13,032$379K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.9,891$287K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.5,998$174K<0.01%-86513F-HRTimeline
IFP Advisors, Inc4,382$127K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG3,394$98.4K<0.01%new13F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.3,111$90.2K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.2,395$69.4K0.02%+1,54713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,248$65.1K<0.01%-90013F-HR/ATimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,013$29.4K0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC232$6.72K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC155$4.49K<0.01%-1,75113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…84$2.43K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$29<0.01%-2,69313F-HRTimelineGroup