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Disclosery

APUE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE US (fund)

58 managers (61 13F filers) reported a position in APUE shares at 2026-06-30, 58,994,702 shares in all. 13 filers opened a position and 6 filers sold out during the quarter.

Managers
58
13F filers
61
New
13
Added
19
Reduced
19
Sold out
6
Shares held by filers
58,994,702

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 holding51,046,069$2.36B+753,208Timeline
LPL Financial LLC2,063,015$95.3M0.02%+103,66513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,498,966$69.3M+113,890Timeline
MML INVESTORS SERVICES, LLC921,857$42.6M0.09%+43,53313F-HRTimeline
B. Riley Wealth Advisors, Inc.510,969$23.4M1.28%+80,72913F-HRTimeline
Cetera Investment Advisers485,560$22.4M0.02%+146,59013F-HRTimeline
&PARTNERS440,357$20.6M0.08%-8,30913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.404,246$18.7M0.02%+1,80213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC327,312$15.1M0.09%new13F-HRTimelineGroup
RESOLUTE WEALTH ADVISOR, INC.271,164$10.9M6.19%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management190,401$8.8M0.27%+22,63313F-HRTimelineGroup
Farther Finance Advisors, LLC115,006$5.31M0.04%-6,48213F-HRTimeline
WEDBUSH SECURITIES INC92,140$4.26M0.11%+91713F-HRTimeline
World Investment Advisors89,234$3.8M0.06%-3,36513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,012$1.94M<0.01%+22,31813F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding40,486$1.85M+27,039Timeline
Cambridge Investment Research Advisors,…38,034$1.76M<0.01%-1,87213F-HR/ATimeline
Founders Financial Alliance, LLC37,229$1.72M0.23%new13F-HRTimeline
Financial Sense Advisors, Inc.36,205$1.67M0.33%-1,40313F-HRTimeline
NewEdge Advisors, LLC29,221$1.35M<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC27,747$1.28M<0.01%-3,66613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,935$1.2M<0.01%+1,68913F-HRTimeline
Sigma Planning Corp22,118$1.02M0.03%+62513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,090$1.02M<0.01%-1,11013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC17,723$819K<0.01%+9,40513F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.17,114$791K0.2%+4,53913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,879$780K<0.01%+10,80313F-HRTimelineGroup
Capital Asset Managemnet, LLC14,064$650K1.46%-83213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,363$613K<0.01%+3,27213F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.12,885$595K<0.01%-2,23813F-HRTimeline
Merit Financial Group, LLC12,658$585K<0.01%-78013F-HR/ATimeline
Allworth Financial LP11,499$531K<0.01%-2,32113F-HRTimeline
COURIER CAPITAL LLC10,666$493K0.02%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,058$465K0.14%013F-HRTimelineGroup
Modern Wealth Management, LLC8,938$413K<0.01%-2,32613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,073$327K0.01%-74313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,567$303K0.01%+35213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management6,190$286K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.6,001$277K0.07%+1,63313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,252$243K0.06%013F-HRTimeline
MGO ONE SEVEN LLC5,045$233K<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,905$227K<0.01%new13F-HRTimelineGroup
Spinnaker Investment Group, LLC4,865$225K0.04%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,846$224K<0.01%new13F-HRTimelineGroup
Pioneer Family Office, LLC4,045$187K0.1%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,809$176K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,029$140K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,371$110K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,370$109K<0.01%-1,45413F-HRTimelineGroup
Golden State Wealth Management, LLC1,286$59.4K0.01%new13F-HRTimeline
Signature Resources Capital Management,…947$43.8K0.02%013F-HRTimeline
Crews Bank & Trust648$29.9K<0.01%new13F-HRTimeline
IFP Advisors, Inc589$27.2K<0.01%-7813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS436$20.1K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG432$20K<0.01%-1,85113F-HRTimelineGroup
Investors Research Corp432$20K<0.01%-43213F-HRTimeline
Integrated Wealth Concepts LLC286$13.2K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC58$2.7K<0.01%013F-HRTimeline