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Disclosery

APCB TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE CR (fund)

37 managers (38 13F filers) reported a position in APCB shares at 2026-03-31, 32,860,552 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
37
13F filers
38
New
7
Added
15
Reduced
8
Sold out
6
Shares held by filers
32,860,552

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding28,902,342$851M+283,240Timeline
LPL Financial LLC1,214,405$35.8M0.01%-120,53213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC659,492$19.4M0.28%+11,28113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC419,046$12.3M0.03%+24,36313F-HRTimeline
Cetera Investment Advisers209,782$6.18M0.01%+19,68213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.207,165$6.1M0.01%+13,46213F-HRTimelineGroup
&PARTNERS202,984$5.98M0.03%+37,88413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management174,338$5.13M0.18%-19,47113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.154,186$4.53M0.29%-8,06613F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.152,046$4.48M2.55%13F-HRTimeline
World Investment Advisors85,412$2.52M0.04%+27813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC81,201$2.39M0.02%+6,62213F-HRTimelineGroup
WEDBUSH SECURITIES INC75,853$2.23M0.07%+12,02613F-HRTimeline
Farther Finance Advisors, LLC72,912$2.14M0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,304$1.39M<0.01%+26,17513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC43,666$1.29M<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC22,943$676K<0.01%-13,88113F-HRTimelineGroup
Financial Sense Advisors, Inc.21,623$637K0.13%+12913F-HRTimeline
Cambridge Investment Research Advisors,…17,902$527K<0.01%+29013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,006$501K<0.01%new13F-HRTimelineGroup
Capital Asset Managemnet, LLC14,680$432K0.49%+6613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC10,191$300K<0.01%-2,64913F-HRTimeline
FLOW TRADERS U.S. LLC9,526$281K0.01%-31,77313F-HRTimeline
NewEdge Advisors, LLC9,286$273K<0.01%013F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,717$257K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,432$248K<0.01%new13F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,931$204K<0.01%new13F-HRTimelineGroup
Allworth Financial LP3,081$90.7K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,493$73.4K0.02%013F-HRTimeline
IFP Advisors, Inc1,351$39.8K<0.01%013F-HRTimeline
MAI Capital Management1,296$38.2K<0.01%new13F-HRTimeline
Wellington Grp LLC1,282$37.8K0.01%+56113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…675$19.9K<0.01%+62913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY666$19.6K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…224$6.6K<0.01%-39813F-HRTimeline
Signature Equity Partners, LLC59$1.75K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG54$1.59K<0.01%new13F-HRTimelineGroup