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Disclosery

APIE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE EQ (fund)

35 managers (37 13F filers) reported a position in APIE shares at 2024-12-31, 32,160,225 shares in all. 14 filers opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
37
New
14
Added
13
Reduced
8
Sold out
2
Shares held by filers
32,160,225

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 holding29,485,758$826M+3,278,501Timeline
Atria Wealth Solutions, Inc.557,683$15.6M0.17%-72,15613F-HRTimeline
LPL Financial LLC472,946$13.3M0.01%-16,61713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding353,820$9.91M+110,883Timeline
MML INVESTORS SERVICES, LLC247,249$6.93M0.02%+44,88113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC195,380$5.47M0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.189,483$5.31M0.17%+10,79013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.116,009$3.25M0.01%-10,17613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC113,865$3.19M0.01%+107,34313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management106,765$2.99M0.09%new13F-HRTimelineGroup
&PARTNERS84,443$2.38M0.03%+42,88013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…33,663$982K0.06%+16,22913F-HRTimeline
World Investment Advisors33,670$943K0.03%+24913F-HRTimeline
Financial Sense Advisors, Inc.32,648$915K0.31%+6213F-HRTimeline
Lion Street Advisors, LLC24,867$697K0.22%+11,72113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,405$600K<0.01%+7,20413F-HRTimelineGroup
WEDBUSH SECURITIES INC18,638$522K0.02%new13F-HRTimeline
Allworth Financial LP15,542$453K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,977$392K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.9,809$275K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.7,680$215K0.01%-2,31413F-HRTimeline
Cambridge Investment Research Advisors,…7,350$206K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,496$98K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,474$97.3K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,586$72.5K0.02%+1,69213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,841$51.6K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,699$47.6K<0.01%-1,99013F-HR/ATimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,186$33.2K0.01%new13F-HRTimelineGroup
IFP Advisors, Inc902$25.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG723$20.3K<0.01%-2,67713F-HRTimelineGroup
Global Retirement Partners, LLC621$17.4K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC471$13.2K<0.01%-1,62613F-HRTimeline
Silicon Valley Capital Partners447$12.5K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…89$2.49K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC40$1.12K<0.01%new13F-HRTimelineGroup