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APCB TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE CR (fund)

30 managers (31 13F filers) reported a position in APCB shares at 2025-09-30, 31,129,842 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
30
13F filers
31
New
5
Added
15
Reduced
8
Sold out
9
Shares held by filers
31,129,842

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding27,407,991$818M+1,443,081Timeline
LPL Financial LLC1,378,441$41.1M0.01%-105,16813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC598,469$17.9M0.29%+120,11013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC345,499$10.3M0.03%+30,87413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.192,697$5.75M0.01%+6,25113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management181,835$5.43M0.18%-38,90313F-HRTimelineGroup
Cetera Investment Advisers160,725$4.8M0.01%+16,98413F-HRTimeline
B. Riley Wealth Advisors, Inc.147,802$4.41M0.21%+16,09113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC134,351$4.01M0.01%-8,41513F-HRTimeline
&PARTNERS84,436$2.69M0.02%+23,09113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,613$2.41M<0.01%+14,66813F-HRTimelineGroup
WEDBUSH SECURITIES INC63,827$1.9M0.06%+2,68913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC63,582$1.9M0.01%+15,90813F-HRTimelineGroup
World Investment Advisors58,206$1.74M0.04%+2,61913F-HRTimeline
Mariner, LLCin group Mariner, LLC52,387$1.56M<0.01%-30,67413F-HRTimelineGroup
FLOW TRADERS U.S. LLC50,338$1.5M0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,603$1.42M<0.01%new13F-HRTimelineGroup
Financial Sense Advisors, Inc.18,935$565K0.1%+50813F-HRTimeline
Cambridge Investment Research Advisors,…18,210$543K<0.01%+1,21413F-HRTimeline
COURIER CAPITAL LLC10,392$310K0.02%-67713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,717$260K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,502$254K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC4,475$134K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,100$122K<0.01%-35413F-HR/ATimeline
Allworth Financial LP3,081$91.9K<0.01%-38913F-HRTimeline
Pinnacle Bancorp, Inc.2,493$74.4K0.02%+9813F-HRTimeline
FMR LLCin group FMR LLC909$27.1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY666$19.9K<0.01%-1,58213F-HR/ATimelineGroup
Capital Investment Advisory Services, L…476$14.2K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…84$2.51K<0.01%013F-HRTimelineGroup