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APMU TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE MN (fund)

21 managers (23 13F filers) reported a position in APMU shares at 2025-06-30, 7,392,074 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
21
13F filers
23
New
1
Added
10
Reduced
8
Sold out
1
Shares held by filers
7,392,074

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding6,346,913$157M+14,899Timeline
LPL Financial LLC366,731$9.09M<0.01%+315,51713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding270,494$6.71M+66,758Timeline
&PARTNERS89,383$2.22M0.02%+15,08613F-HRTimeline
MML INVESTORS SERVICES, LLC85,149$2.11M0.01%+18,62913F-HRTimeline
B. Riley Wealth Advisors, Inc.63,209$1.57M0.08%-77613F-HRTimeline
Cetera Investment Advisers39,959$991K<0.01%+5,62013F-HRTimeline
Atria Wealth Solutions, Inc.27,916$692K0.02%-246,94213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,492$607K0.01%+11,61313F-HRTimelineGroup
Financial Sense Advisors, Inc.19,214$476K0.12%+4,98713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,228$353K<0.01%+51713F-HRTimeline
Allworth Financial LP13,081$324K<0.01%-26213F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.12,517$312K0.18%13F-HRTimeline
Lion Street Advisors, LLC8,984$223K0.07%-57113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,413$134K<0.01%-3,68113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,539$62.9K<0.01%-89713F-HR/ATimelineGroup
Capital Investment Advisory Services, L…1,016$25.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG470$11.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc365$9.05K<0.01%+213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$25<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.