Skip to content
Disclosery

APIE TRUST FOR PROFESSIONAL MANAG

Follow

ACTIVEPASSIVE EQ (fund)

39 managers (41 13F filers) reported a position in APIE shares at 2025-12-31, 28,544,342 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
39
13F filers
41
New
5
Added
16
Reduced
12
Sold out
6
Shares held by filers
28,544,342

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding24,978,683$887M+1,212,874Timeline
LPL Financial LLC1,118,030$39.7M0.01%-120,32313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding686,020$24.4M+57,590Timeline
MML INVESTORS SERVICES, LLC417,682$14.8M0.04%+64,47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.252,582$8.97M0.01%-28713F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.222,873$7.91M0.37%+24,35513F-HRTimeline
&PARTNERS215,354$7.67M0.04%+92,08413F-HRTimeline
Cetera Investment Advisers149,730$5.32M0.01%+30,54013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…116,474$4.14M0.01%-34,88913F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management88,912$3.16M0.11%+6,97213F-HRTimelineGroup
World Investment Advisors45,927$1.63M0.03%+18,91613F-HR/ATimeline
WEDBUSH SECURITIES INC40,043$1.42M0.04%-20613F-HRTimeline
Mariner, LLCin group Mariner, LLC35,386$1.26M<0.01%-9,73913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,099$891K<0.01%+12,02913F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,088$749K<0.01%+3,00513F-HRTimeline
Financial Sense Advisors, Inc.18,798$668K0.12%+69913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,129$608K<0.01%-114,24613F-HRTimeline
NewEdge Advisors, LLC16,060$570K<0.01%new13F-HRTimeline
Sigma Planning Corp10,137$360K0.01%+76513F-HRTimeline
HRT FINANCIAL LP9,699$344K<0.01%+3,92313F-HRTimeline
Modern Wealth Management, LLC9,623$342K0.01%-3,29013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,765$311K<0.01%+2,72513F-HRTimelineGroup
Capital Asset Managemnet, LLC6,421$228K0.25%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,203$220K0.07%new13F-HRTimelineGroup
COURIER CAPITAL LLC5,815$206K0.01%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …5,440$201K0.01%new13F-HRTimelineGroup
Allworth Financial LP5,149$183K<0.01%-2,17513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,914$103K<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,281$81K<0.01%-3,30113F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,134$75.8K0.02%013F-HRTimeline
Pioneer Family Office, LLC1,896$67.3K0.05%13F-HRTimeline
Smartleaf Asset Management LLC1,041$37.2K<0.01%new13F-HRTimeline
IFP Advisors, Inc301$10.7K<0.01%-38113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC225$7.99K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG201$7.14K<0.01%013F-HRTimelineGroup
Signature Resources Capital Management,…93$3.3K<0.01%new13F-HRTimeline
ORG Partners LLC67$2.38K<0.01%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…39$1.39K<0.01%-3713F-HRTimelineGroup
Signature Equity Partners, LLC28$994<0.01%13F-HRTimeline