APIE TRUST FOR PROFESSIONAL MANAG

ACTIVEPASSIVE EQ (fund)

37 managers (39 13F filers) reported a position in APIE shares at 2025-03-31, 30,013,512 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers: 37
13F filers: 39
New: 5
Added: 13
Reduced: 17
Sold out: 2
Shares held by filers: 30,013,512

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding	27,154,219	$816M		-2,331,539	Timeline Envestnet Portfolio Solutions, In…: 16,185,707 (1.86%) 13F-HR ENVESTNET ASSET MANAGEMENT INC: 10,968,512 (0.11%) 13F-HR
Atria Wealth Solutions, Inc.	580,071	$17.4M	0.21%	+22,388	13F-HR Timeline
LPL Financial LLC	464,004	$13.9M	0.01%	-8,942	13F-HR Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding	356,775	$10M		+2,955	Timeline PRINCIPAL SECURITIES, INC.: 336,200 (0.21%) 13F-HR PRINCIPAL FINANCIAL GROUP INC: 20,575 (<0.01%) 13F-HR
MML INVESTORS SERVICES, LLC	282,120	$8.48M	0.03%	+34,871	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	194,683	$5.85M	0.18%	+5,200	13F-HR Timeline
COMMONWEALTH EQUITY SERVICES, LLC	185,792	$5.58M	0.01%	-9,588	13F-HR Timeline
&PARTNERS	140,123	$4.26M	0.05%	+55,680	13F-HR Timeline
Cetera Investment Advisers	110,415	$3.32M	0.01%	new	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	103,134	$3.1M	0.1%	-3,631	13F-HR Timeline Group
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…	88,852	$2.67M	<0.01%	new	13F-HR Timeline Group
Mariner, LLCin group Mariner, LLC	82,970	$2.49M	<0.01%	-30,895	13F-HR Timeline Group
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC	38,604	$1.16M	0.01%	+24,627	13F-HR Timeline Group
WEDBUSH SECURITIES INC	34,284	$1.03M	0.04%	+15,646	13F-HR Timeline
World Investment Advisors	33,554	$1.01M	0.03%	-116	13F-HR Timeline
Financial Sense Advisors, Inc.	33,428	$1M	0.29%	+780	13F-HR Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.	25,479	$766K	<0.01%	-90,530	13F-HR Timeline Group
Lion Street Advisors, LLC	23,992	$721K	0.23%	-875	13F-HR Timeline
Kestra Investment Management, LLCin group Kestra Advisory Services, LLC	14,774	$444K	0.01%	new	13F-HR/A Timeline Group
Cambridge Investment Research Advisors,…	13,188	$396K	<0.01%	+5,838	13F-HR Timeline
Allworth Financial LP	11,735	$355K	<0.01%	-3,807	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	8,954	$269K	<0.01%	-12,451	13F-HR/A Timeline Group
First Horizon Advisors, Inc.	7,818	$235K	0.01%	+138	13F-HR Timeline
Geneos Wealth Management Inc.	7,517	$226K	<0.01%	-2,292	13F-HR Timeline
MORGAN STANLEYin group MORGAN STANLEY	5,341	$161K	<0.01%	+3,642	13F-HR Timeline Group
Pinnacle Bancorp, Inc.	2,586	$77.7K	0.03%	0	13F-HR Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/	2,300	$69.1K	<0.01%	-1,174	13F-HR Timeline Group
CALDWELL SUTTER CAPITAL, INC.	1,841	$55.3K	0.03%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	1,364	$41K	<0.01%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	1,186	$35.7K	0.01%		13F-HR Timeline Group
IFP Advisors, Inc	875	$26.3K	<0.01%	-27	13F-HR Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…	597	$17.9K	<0.01%	new	13F-HR Timeline Group
UBS Group AGin group UBS Group AG	400	$12K	<0.01%	-323	13F-HR Timeline Group
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA	259	$8K	<0.01%	-3,237	13F-HR/A Timeline Group
ASSETMARK, INCin group ASSETMARK, INC	195	$5.86K	<0.01%	+155	13F-HR Timeline Group
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…	83	$2.5K	<0.01%	-6	13F-HR Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-33,663	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.