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Disclosery

APIE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE EQ (fund)

37 managers (39 13F filers) reported a position in APIE shares at 2025-09-30, 27,373,056 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
37
13F filers
39
New
5
Added
10
Reduced
21
Sold out
5
Shares held by filers
27,373,056

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding23,765,809$843M-2,656,928Timeline
LPL Financial LLC1,238,353$43.9M0.01%-77,05713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding628,430$22.3M+61,983Timeline
MML INVESTORS SERVICES, LLC353,212$12.5M0.03%-9,56313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.252,869$8.95M0.01%-3,99013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.198,518$7.05M0.34%-3,65813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…151,363$5.37M0.01%+1,72313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC131,375$4.66M0.01%-22,95513F-HRTimeline
&PARTNERS123,270$4.42M0.03%+5,97213F-HRTimeline
Cetera Investment Advisers119,190$4.23M<0.01%-5,35313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management81,940$2.91M0.1%+4,09413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC80,520$2.86M0.02%+13,92613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC45,125$1.6M<0.01%-27,57313F-HRTimelineGroup
WEDBUSH SECURITIES INC40,249$1.43M0.05%-5,59413F-HRTimeline
World Investment Advisors27,011$959K0.02%-3,86513F-HRTimeline
Financial Sense Advisors, Inc.18,099$642K0.12%-1,95713F-HRTimeline
Cambridge Investment Research Advisors,…18,083$642K<0.01%-1,01113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,967$496K<0.01%+4,42913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,070$464K<0.01%+5,64313F-HRTimelineGroup
Modern Wealth Management, LLC12,913$458K0.01%new13F-HRTimeline
Sigma Planning Corp9,372$333K0.01%+1,05613F-HRTimeline
Allworth Financial LP7,324$260K<0.01%-2,37313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,040$214K<0.01%-9513F-HRTimelineGroup
Merit Financial Group, LLC6,020$214K<0.01%-32,86813F-HR/ATimeline
COURIER CAPITAL LLC5,815$206K0.01%-58713F-HRTimeline
HRT FINANCIAL LP5,776$204K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,582$198K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC4,045$144K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,914$103K<0.01%013F-HR/ATimelineGroup
Pinnacle Bancorp, Inc.2,134$75.7K0.02%-23913F-HRTimeline
FMR LLCin group FMR LLC2,059$73.1K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…1,364$48.4K<0.01%013F-HRTimeline
IFP Advisors, Inc682$24.2K<0.01%-11613F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC225$7.99K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG201$7.13K<0.01%-19913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…76$2.7K<0.01%-713F-HRTimelineGroup
ORG Partners LLC61$2.16K<0.01%+913F-HRTimeline