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Disclosery

APCB TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE CR (fund)

35 managers (36 13F filers) reported a position in APCB shares at 2025-12-31, 32,354,250 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
36
New
5
Added
12
Reduced
10
Sold out
4
Shares held by filers
32,354,250

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding28,619,102$849M+1,211,111Timeline
LPL Financial LLC1,334,937$39.6M0.01%-43,50413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC648,211$19.2M0.3%+49,74213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC394,683$11.7M0.03%+49,18413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management193,809$5.75M0.19%+11,97413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.193,703$5.74M0.01%+1,00613F-HRTimelineGroup
Cetera Investment Advisers190,100$5.64M0.01%+29,37513F-HRTimeline
&PARTNERS165,100$4.9M0.03%+80,66413F-HRTimeline
B. Riley Wealth Advisors, Inc.162,252$4.81M0.23%+14,45013F-HRTimeline
World Investment Advisors85,134$2.52M0.04%+26,92813F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC74,579$2.21M0.02%+10,99713F-HRTimelineGroup
WEDBUSH SECURITIES INC63,827$1.89M0.06%013F-HRTimeline
FLOW TRADERS U.S. LLC41,299$1.23M0.04%-9,03913F-HRTimeline
Mariner, LLCin group Mariner, LLC36,824$1.09M<0.01%-15,56313F-HRTimelineGroup
Financial Sense Advisors, Inc.21,494$637K0.12%+2,55913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,129$626K<0.01%-59,48413F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,612$522K<0.01%-59813F-HRTimeline
HRT FINANCIAL LP14,810$439K<0.01%new13F-HRTimeline
Capital Asset Managemnet, LLC14,614$433K0.48%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,840$381K<0.01%-121,51113F-HRTimeline
COURIER CAPITAL LLC9,542$283K0.02%-85013F-HRTimeline
NewEdge Advisors, LLC9,286$275K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,717$258K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,367$159K<0.01%new13F-HRTimelineGroup
Pioneer Family Office, LLC3,940$117K0.08%13F-HRTimeline
Allworth Financial LP3,081$91.4K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,493$73.9K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,850$55K<0.01%-6,65213F-HRTimelineGroup
IFP Advisors, Inc1,351$40.1K<0.01%-2,74913F-HRTimeline
Wellington Grp LLC721$21.4K0.01%13F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY666$19.7K<0.01%013F-HR/ATimelineGroup
Signature Resources Capital Management,…622$18.4K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC450$13.4K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC59$1.75K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…46$1.36K<0.01%-3813F-HRTimelineGroup