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Disclosery

APIE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE EQ (fund)

40 managers (42 13F filers) reported a position in APIE shares at 2026-03-31, 28,319,723 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
40
13F filers
42
New
7
Added
16
Reduced
12
Sold out
6
Shares held by filers
28,319,723

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding24,713,426$871M-265,257Timeline
LPL Financial LLC1,001,712$35.3M0.01%-116,31813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding713,595$25.2M+27,575Timeline
MML INVESTORS SERVICES, LLC439,764$15.5M0.04%+22,08213F-HRTimeline
&PARTNERS228,561$8.06M0.04%+13,20713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.215,217$7.59M0.01%-37,36513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.211,473$7.22M0.47%-11,40013F-HRTimeline
Cetera Investment Advisers166,098$5.85M0.01%+16,36813F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.132,128$4.66M2.65%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management82,079$2.89M0.1%-6,83313F-HRTimelineGroup
Farther Finance Advisors, LLC56,432$2.01M0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC55,009$1.94M<0.01%+29,91013F-HRTimelineGroup
World Investment Advisors45,362$1.6M0.03%-56513F-HRTimeline
WEDBUSH SECURITIES INC45,054$1.59M0.05%+5,01113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,916$1.27M<0.01%-80,55813F-HRTimelineGroup
Cambridge Investment Research Advisors,…21,052$742K<0.01%-3613F-HRTimeline
Mariner, LLCin group Mariner, LLC20,440$721K<0.01%-14,94613F-HRTimelineGroup
Financial Sense Advisors, Inc.18,271$644K0.13%-52713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,868$630K<0.01%+73913F-HRTimeline
NewEdge Advisors, LLC16,060$566K<0.01%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,034$495K<0.01%+5,26913F-HRTimelineGroup
Sigma Planning Corp12,157$429K0.01%+2,02013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,710$307K<0.01%new13F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.7,247$255K<0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,591$243K<0.01%+1,15113F-HRTimelineGroup
Capital Asset Managemnet, LLC6,407$226K0.25%-1413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,907$208K<0.01%+5,68213F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.5,894$208K0.1%new13F-HRTimeline
Allworth Financial LP4,838$171K<0.01%-31113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,914$103K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.2,134$75.2K0.02%013F-HRTimeline
Pioneer Family Office, LLC1,896$66.8K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,820$64.2K<0.01%+1,78113F-HRTimelineGroup
MAI Capital Management1,161$40.9K<0.01%new13F-HRTimeline
Wellington Grp LLC821$28.9K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG815$28.7K<0.01%+61413F-HRTimelineGroup
Signature Resources Capital Management,…464$16.4K0.01%+37113F-HRTimeline
IFP Advisors, Inc301$10.6K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…67$2.36K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC28$987<0.01%013F-HRTimeline