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Disclosery

APUE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE US (fund)

43 managers (44 13F filers) reported a position in APUE shares at 2024-12-31, 53,549,433 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
44
New
15
Added
13
Reduced
13
Sold out
3
Shares held by filers
53,549,433

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 holding49,000,003$1.75B+4,523,467Timeline
Atria Wealth Solutions, Inc.975,983$34.9M0.38%-140,08013F-HRTimeline
LPL Financial LLC835,102$29.9M0.01%-21,72513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC519,300$18.6M0.42%+163,63413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC382,765$13.7M0.05%+55,64213F-HRTimeline
B. Riley Wealth Advisors, Inc.326,602$11.7M0.38%+7,22613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC320,912$11.5M0.02%+312,97613F-HRTimeline
Mariner, LLCin group Mariner, LLC199,400$7.13M0.01%+187,03313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.189,203$6.77M0.02%-31,60413F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management188,215$6.73M0.21%new13F-HRTimelineGroup
&PARTNERS131,896$4.77M0.06%+66,35213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…60,352$2.24M0.13%+28,15813F-HRTimeline
World Investment Advisors60,850$2.18M0.06%-87413F-HRTimeline
Financial Sense Advisors, Inc.56,166$2.01M0.67%-1,11813F-HRTimeline
Lion Street Advisors, LLC48,845$1.75M0.56%+21,37613F-HRTimeline
WEDBUSH SECURITIES INC31,474$1.13M0.04%new13F-HRTimeline
Allworth Financial LP28,232$1.05M0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,835$781K0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.20,973$750K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA18,135$649K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.15,508$555K0.02%-5,13113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,534$448K<0.01%013F-HR/ATimelineGroup
Sigma Planning Corp12,282$439K0.01%+89313F-HRTimeline
Cambridge Investment Research Advisors,…11,666$417K<0.01%+2,63213F-HRTimeline
OLD MISSION CAPITAL LLC10,921$391K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,074$360K<0.01%-19,03313F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,240$330K0.08%+6313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,575$307K<0.01%-99,46913F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO7,984$286K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,744$277K0.01%-83913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,561$235K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,206$150K<0.01%-3,01113F-HRTimelineGroup
Pinnacle Bancorp, Inc.4,157$149K0.05%+2,51013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.3,523$126K0.06%013F-HRTimeline
IFP Advisors, Inc1,807$64.6K<0.01%-3513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,236$44.2K0.01%new13F-HRTimelineGroup
Investors Research Corp1,152$41.2K0.01%013F-HRTimeline
Global Retirement Partners, LLC1,121$40.1K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,038$37.1K<0.01%new13F-HRTimelineGroup
Silicon Valley Capital Partners867$31K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC850$30.4K0.01%-2,93913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…143$5.11K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC1$36<0.01%new13F-HRTimelineGroup