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Disclosery

APUE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE US (fund)

45 managers (47 13F filers) reported a position in APUE shares at 2025-06-30, 52,032,877 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
45
13F filers
47
New
9
Added
18
Reduced
14
Sold out
4
Shares held by filers
52,032,877

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 holding45,414,960$1.71B-347,209Timeline
LPL Financial LLC2,347,987$88.3M0.03%+1,559,77613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding940,192$35.4M+410,717Timeline
MML INVESTORS SERVICES, LLC606,454$22.8M0.07%+165,70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.446,707$16.8M0.03%+410,12513F-HR/ATimelineGroup
B. Riley Wealth Advisors, Inc.354,917$13.3M0.65%+18,80313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.271,164$10.9M6.19%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC256,940$9.66M0.01%-46,93813F-HRTimeline
Cetera Investment Advisers217,403$8.18M0.01%+30,54313F-HRTimeline
&PARTNERS189,711$7.13M0.05%-2,84413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management137,676$5.18M0.19%-43,88313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC124,219$4.67M0.01%-18,24913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC114,049$4.29M0.04%+51,56013F-HRTimelineGroup
WEDBUSH SECURITIES INC82,562$3.1M0.11%+23,95213F-HRTimeline
Atria Wealth Solutions, Inc.77,537$2.92M0.07%-917,67013F-HRTimeline
Lion Street Advisors, LLC70,847$2.66M0.81%+23,58413F-HRTimeline
Merit Financial Group, LLC68,259$2.57M0.03%new13F-HRTimeline
World Investment Advisors55,575$2.09M0.05%-4,92613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,806$1.87M<0.01%+30,44413F-HRTimelineGroup
Financial Sense Advisors, Inc.36,563$1.37M0.33%-19,01713F-HRTimeline
Cambridge Investment Research Advisors,…34,304$1.29M<0.01%+10,94213F-HRTimeline
Allworth Financial LP19,568$736K<0.01%-2,75213F-HRTimeline
Sigma Planning Corp19,081$718K0.02%+2,46013F-HRTimeline
First Horizon Advisors, Inc.13,998$526K0.01%-1,89113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,087$492K<0.01%-3,53113F-HRTimelineGroup
COURIER CAPITAL LLC10,666$401K0.02%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,210$384K0.11%+58013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,819$294K0.01%+17013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,974$225K<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,544$208K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding5,428$204K-18,546Timeline
Geneos Wealth Management Inc.4,196$158K<0.01%-11,92313F-HRTimeline
Pinnacle Bancorp, Inc.4,157$156K0.05%013F-HRTimeline
AE Wealth Management LLC4,121$155K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,337$87.9K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,935$72.8K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc1,854$69.7K<0.01%+6213F-HRTimeline
NewEdge Advisors, LLC1,696$63.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,498$56.3K<0.01%+46013F-HRTimelineGroup
Investors Research Corp1,152$43.3K0.01%013F-HRTimeline
Fortitude Family Office, LLC335$12.6K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…150$5.64K<0.01%-313F-HRTimelineGroup
ORG Partners LLC121$4.55K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG118$4.44K<0.01%-32,35613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.