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APMU TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE MN (fund)

20 managers (22 13F filers) reported a position in APMU shares at 2024-12-31, 7,614,509 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
20
13F filers
22
New
6
Added
12
Reduced
3
Sold out
2
Shares held by filers
7,614,509

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 holding6,835,903$169M+1,276,891Timeline
Atria Wealth Solutions, Inc.250,776$6.18M0.07%+56,84113F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding203,614$5.02M+36,759Timeline
B. Riley Wealth Advisors, Inc.63,880$1.57M0.05%+7,46413F-HRTimeline
MML INVESTORS SERVICES, LLC47,803$1.18M<0.01%+11,01113F-HRTimeline
LPL Financial LLC41,197$1.02M<0.01%-5,96513F-HRTimeline
&PARTNERS34,845$860K0.01%+8,38413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,130$496K<0.01%-8,89613F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,251$450K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC17,322$427K0.01%-92113F-HRTimeline
Financial Sense Advisors, Inc.13,470$332K0.11%+30113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,076$322K<0.01%new13F-HRTimeline
FLOW TRADERS U.S. LLC11,927$294K0.01%new13F-HRTimeline
Lion Street Advisors, LLC11,306$279K0.09%+82613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…9,798$242K0.01%+2,84713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,405$232K0.01%new13F-HRTimelineGroup
Allworth Financial LP8,997$222K<0.01%new13F-HRTimeline
Silicon Valley Capital Partners2,447$60.3K0.01%new13F-HRTimeline
IFP Advisors, Inc361$8.9K<0.01%+313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$25<0.01%013F-HR/ATimelineGroup