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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 2026-03-31, 9,815,348 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
20
13F filers
22
New
3
Added
9
Reduced
7
Sold out
3
Shares held by filers
9,815,348

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 holding8,103,682$202M+489,301Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding454,835$11.3M+21,413Timeline
LPL Financial LLC452,184$11.3M<0.01%+14,63213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC195,719$4.87M0.04%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC182,239$4.54M0.01%+54,50013F-HRTimeline
&PARTNERS165,646$4.12M0.02%+62,92113F-HRTimeline
B. Riley Wealth Advisors, Inc.93,857$2.33M0.15%-38113F-HRTimeline
Cetera Investment Advisers80,366$2M<0.01%+25,96713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,750$342K<0.01%-31813F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.12,517$312K0.18%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,477$286K<0.01%-3,03613F-HRTimelineGroup
Financial Sense Advisors, Inc.11,353$283K0.06%+6913F-HRTimeline
Allworth Financial LP11,236$280K<0.01%-1,84213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,839$220K<0.01%-1,52113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management6,379$159K0.01%-33213F-HRTimelineGroup
Farther Finance Advisors, LLC5,325$132K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,637$90.5K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC1,993$49.6K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG313$7.79K<0.01%+25513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$25<0.01%013F-HRTimelineGroup