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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 2025-03-31, 7,187,040 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
20
13F filers
22
New
3
Added
11
Reduced
6
Sold out
3
Shares held by filers
7,187,040

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding6,332,014$156M-503,889Timeline
Atria Wealth Solutions, Inc.274,858$6.79M0.08%+24,08213F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding203,736$5.03M+122Timeline
&PARTNERS74,297$1.84M0.02%+39,45213F-HRTimeline
MML INVESTORS SERVICES, LLC66,520$1.64M0.01%+18,71713F-HRTimeline
B. Riley Wealth Advisors, Inc.63,985$1.58M0.05%+10513F-HRTimeline
LPL Financial LLC51,214$1.26M<0.01%+10,01713F-HRTimeline
Cetera Investment Advisers34,339$848K<0.01%new13F-HRTimeline
Financial Sense Advisors, Inc.14,227$351K0.1%+75713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,711$339K<0.01%+63513F-HRTimeline
Allworth Financial LP13,343$326K<0.01%+4,34613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,879$318K<0.01%-5,37213F-HRTimelineGroup
Lion Street Advisors, LLC9,555$236K0.07%-1,75113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,094$225K0.01%-31113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,452$209K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,436$84.9K<0.01%-16,69413F-HRTimelineGroup
Capital Investment Advisory Services, L…1,016$25.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc363$8.96K<0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$25<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-9,79813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.