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Disclosery

APCB TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE CR (fund)

36 managers (37 13F filers) reported a position in APCB shares at 2025-03-31, 28,451,459 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
36
13F filers
37
New
8
Added
12
Reduced
11
Sold out
4
Shares held by filers
28,451,459

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding25,838,993$763M-684,189Timeline
Atria Wealth Solutions, Inc.584,494$17.3M0.21%+28,69013F-HRTimeline
LPL Financial LLC416,914$12.3M<0.01%-8,99413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC279,445$8.1M0.18%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC232,592$6.87M0.02%+12,62513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC159,779$4.72M0.01%+7,07813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management152,140$4.49M0.14%+4,79313F-HRTimelineGroup
Cetera Investment Advisers123,650$3.65M0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.110,391$3.26M0.1%+3,23413F-HRTimeline
Mariner, LLCin group Mariner, LLC95,459$2.82M<0.01%-40,85313F-HRTimelineGroup
World Investment Advisors63,040$1.86M0.05%-24013F-HRTimeline
&PARTNERS62,075$1.83M0.02%+14,66613F-HRTimeline
WEDBUSH SECURITIES INC43,458$1.28M0.05%+22,37813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,546$1.2M<0.01%new13F-HRTimelineGroup
Financial Sense Advisors, Inc.32,418$958K0.27%+69313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC32,076$948K0.01%+12,98413F-HRTimelineGroup
Lion Street Advisors, LLC28,998$857K0.27%-59713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,603$815K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC25,688$759K0.03%-2,58913F-HRTimeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC19,450$575K0.02%new13F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,857$528K<0.01%-70,94213F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,996$413K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,468$250K<0.01%-19,08313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY8,221$243K<0.01%+5,97313F-HRTimelineGroup
Geneos Wealth Management Inc.7,530$222K<0.01%-2,36113F-HRTimeline
First Horizon Advisors, Inc.6,884$203K0.01%+88613F-HRTimeline
Allworth Financial LP6,913$203K<0.01%-6,11913F-HRTimeline
IFP Advisors, Inc4,382$129K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,111$91.9K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.2,395$70.7K0.02%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,013$29.9K0.01%13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC707$20.9K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…476$14.1K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…213$6.29K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…84$2.48K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-36,86213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.