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Disclosery

APCB TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE CR (fund)

38 managers (39 13F filers) reported a position in APCB shares at 2025-06-30, 29,825,799 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
38
13F filers
39
New
9
Added
14
Reduced
11
Sold out
7
Shares held by filers
29,825,799

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding25,964,910$770M+125,917Timeline
LPL Financial LLC1,483,609$44M0.01%+1,066,69513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC478,359$14.2M0.27%+198,91413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC314,625$9.32M0.03%+82,03313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management220,738$6.54M0.23%+68,59813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,446$5.52M0.01%+168,58913F-HR/ATimelineGroup
RESOLUTE WEALTH ADVISOR, INC.152,046$4.48M2.55%13F-HRTimeline
Cetera Investment Advisers143,741$4.26M0.01%+20,09113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC142,766$4.23M0.01%-17,01313F-HRTimeline
B. Riley Wealth Advisors, Inc.131,711$3.9M0.19%+21,32013F-HRTimeline
Mariner, LLCin group Mariner, LLC83,061$2.46M<0.01%-12,39813F-HRTimelineGroup
Lion Street Advisors, LLC67,239$1.99M0.6%+38,24113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,945$1.95M<0.01%+25,39913F-HRTimelineGroup
&PARTNERS61,345$1.82M0.01%-73013F-HRTimeline
WEDBUSH SECURITIES INC61,138$1.81M0.06%+17,68013F-HRTimeline
World Investment Advisors55,587$1.65M0.04%-7,45313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC47,674$1.41M0.01%+15,59813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,218$896K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC23,163$687K0.01%new13F-HRTimeline
Financial Sense Advisors, Inc.18,427$546K0.13%-13,99113F-HRTimeline
Atria Wealth Solutions, Inc.18,137$538K0.01%-566,35713F-HRTimeline
Cambridge Investment Research Advisors,…16,996$504K<0.01%+3,00013F-HRTimeline
D.A. DAVIDSON & CO.11,905$353K<0.01%new13F-HRTimeline
COURIER CAPITAL LLC11,069$328K0.02%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,717$258K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.5,439$161K<0.01%-1,44513F-HRTimeline
IFP Advisors, Inc4,454$132K<0.01%+7213F-HRTimeline
Allworth Financial LP3,470$103K<0.01%-3,44313F-HRTimeline
UBS Group AGin group UBS Group AG2,932$86.9K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,395$71K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,282$67.6K<0.01%-5,24813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,248$66.6K<0.01%-5,97313F-HRTimelineGroup
AE Wealth Management LLC1,968$58.3K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…476$14.1K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC406$12K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…84$2.49K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC73$2.16K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.