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Disclosery

APIE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE EQ (fund)

42 managers (45 13F filers) reported a position in APIE shares at 2026-06-30, 29,458,921 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
42
13F filers
45
New
9
Added
19
Reduced
10
Sold out
6
Shares held by filers
29,458,921

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 holding25,386,443$984M+673,017Timeline
LPL Financial LLC1,060,478$41.1M0.01%+58,76613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding774,044$30M+60,449Timeline
MML INVESTORS SERVICES, LLC474,951$18.4M0.04%+35,18713F-HRTimeline
B. Riley Wealth Advisors, Inc.252,940$9.69M0.53%+41,46713F-HRTimeline
Cetera Investment Advisers247,724$9.6M0.01%+81,62613F-HRTimeline
&PARTNERS231,306$9.06M0.04%+2,74513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.214,856$8.33M0.01%-36113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC164,507$6.38M0.04%new13F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.132,128$4.66M2.65%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management94,332$3.66M0.11%+12,25313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…53,615$2.08M<0.01%+17,69913F-HRTimelineGroup
Farther Finance Advisors, LLC53,283$2.07M0.02%-3,14913F-HRTimeline
WEDBUSH SECURITIES INC45,684$1.77M0.05%+63013F-HRTimeline
World Investment Advisors44,843$1.65M0.03%-51913F-HRTimeline
HRT FINANCIAL LP22,925$888K<0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,956$804K+14,365Timeline
Cambridge Investment Research Advisors,…20,287$786K<0.01%-76513F-HR/ATimeline
Mariner, LLCin group Mariner, LLC18,439$715K<0.01%-2,00113F-HRTimelineGroup
Founders Financial Alliance, LLC18,349$711K0.09%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,315$710K<0.01%+44713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,148$703K<0.01%+9,43813F-HRTimelineGroup
Financial Sense Advisors, Inc.18,029$699K0.14%-24213F-HRTimeline
NewEdge Advisors, LLC16,060$622K<0.01%013F-HRTimeline
Sigma Planning Corp12,157$471K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,080$391K<0.01%+4,17313F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.8,482$329K0.08%+2,58813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,689$221K<0.01%-1,55813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY4,239$164K<0.01%+1,32513F-HRTimelineGroup
Allworth Financial LP3,577$139K<0.01%-1,26113F-HRTimeline
Pinnacle Bancorp, Inc.3,066$119K0.03%+93213F-HRTimeline
UBS Group AGin group UBS Group AG2,210$85.7K<0.01%+1,39513F-HRTimelineGroup
Pioneer Family Office, LLC1,896$73.5K0.04%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,624$62.9K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,133$43.9K<0.01%-68713F-HRTimelineGroup
Golden State Wealth Management, LLC658$25.5K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…464$18K0.01%013F-HRTimeline
Crews Bank & Trust310$12K<0.01%new13F-HRTimeline
IFP Advisors, Inc301$11.7K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS205$7.95K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC160$6.19K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC28$1.08K<0.01%013F-HRTimeline