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Disclosery

APIE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE EQ (fund)

41 managers (43 13F filers) reported a position in APIE shares at 2025-06-30, 30,320,310 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
41
13F filers
43
New
9
Added
14
Reduced
15
Sold out
5
Shares held by filers
30,320,310

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding26,422,737$880M-731,482Timeline
LPL Financial LLC1,315,410$43.8M0.01%+851,40613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding566,447$18.9M+209,672Timeline
MML INVESTORS SERVICES, LLC362,775$12.1M0.03%+80,65513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.256,859$8.56M0.02%+231,38013F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.202,176$6.74M0.33%+7,49313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC154,330$5.14M0.01%-31,46213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…149,640$4.99M0.01%+60,78813F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.132,128$4.66M2.65%13F-HRTimeline
Cetera Investment Advisers124,543$4.15M0.01%+14,12813F-HRTimeline
&PARTNERS117,298$3.91M0.03%-22,82513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77,846$2.59M0.09%-25,28813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC72,698$2.42M<0.01%-10,27213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC66,594$2.22M0.02%+27,99013F-HRTimelineGroup
Atria Wealth Solutions, Inc.46,280$1.54M0.03%-533,79113F-HRTimeline
WEDBUSH SECURITIES INC45,843$1.53M0.05%+11,55913F-HRTimeline
Merit Financial Group, LLC38,888$1.3M0.01%new13F-HRTimeline
World Investment Advisors30,876$1.03M0.02%-2,67813F-HRTimeline
Lion Street Advisors, LLC30,701$1.02M0.31%+6,70913F-HRTimeline
Financial Sense Advisors, Inc.20,056$668K0.16%-13,37213F-HRTimeline
Cambridge Investment Research Advisors,…19,094$636K<0.01%+5,90613F-HRTimeline
Allworth Financial LP9,697$323K<0.01%-2,03813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,538$318K<0.01%+58413F-HRTimelineGroup
Sigma Planning Corp8,316$277K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,427$247K<0.01%new13F-HRTimelineGroup
COURIER CAPITAL LLC6,402$213K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,135$204K-8,639Timeline
First Horizon Advisors, Inc.6,075$202K0.01%-1,74313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,914$97.1K<0.01%-2,42713F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,373$79.1K0.02%-21313F-HRTimeline
AE Wealth Management LLC2,249$74.9K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,772$59K<0.01%-5,74513F-HRTimeline
Capital Investment Advisory Services, L…1,364$45.4K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,086$36.2K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc798$26.6K<0.01%-7713F-HRTimeline
UBS Group AGin group UBS Group AG400$13.3K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC225$7.5K<0.01%+3013F-HRTimelineGroup
Fortitude Family Office, LLC185$6.16K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…83$2.77K<0.01%013F-HRTimelineGroup
ORG Partners LLC52$1.72K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.