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Disclosery

APUE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE US (fund)

51 managers (53 13F filers) reported a position in APUE shares at 2025-09-30, 54,057,007 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
53
New
15
Added
24
Reduced
11
Sold out
5
Shares held by filers
54,057,007

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding47,346,606$1.93B+1,931,646Timeline
LPL Financial LLC2,378,091$97M0.03%+30,10413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,191,174$48.6M+250,982Timeline
MML INVESTORS SERVICES, LLC680,060$27.7M0.07%+73,60613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.447,192$18.2M0.03%+48513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.405,514$16.5M0.79%+50,59713F-HRTimeline
Cetera Investment Advisers236,257$9.63M0.01%+18,85413F-HRTimeline
&PARTNERS228,095$9.35M0.06%+38,38413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC219,645$8.96M0.01%-37,29513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management167,282$6.82M0.23%+29,60613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC162,000$6.61M0.05%+47,95113F-HRTimelineGroup
WEDBUSH SECURITIES INC81,749$3.33M0.11%-81313F-HRTimeline
Mariner, LLCin group Mariner, LLC74,664$3.04M<0.01%-49,55513F-HRTimelineGroup
World Investment Advisors55,594$2.27M0.05%+1913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…54,860$2.24M<0.01%+5,05413F-HRTimelineGroup
Financial Sense Advisors, Inc.36,768$1.5M0.28%+20513F-HRTimeline
Cambridge Investment Research Advisors,…36,525$1.49M<0.01%+2,22113F-HRTimeline
Modern Wealth Management, LLC26,447$1.08M0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,051$858K<0.01%+15,07713F-HRTimelineGroup
Sigma Planning Corp19,156$781K0.02%+7513F-HRTimeline
Merit Financial Group, LLC16,884$689K0.01%-51,37513F-HR/ATimeline
Allworth Financial LP15,369$627K<0.01%-4,19913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,479$550K<0.01%+7,93513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,107$494K<0.01%-98013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,429$466K<0.01%new13F-HRTimelineGroup
COURIER CAPITAL LLC10,666$435K0.02%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC9,899$404K0.12%-31113F-HRTimelineGroup
Global Retirement Partners, LLC8,204$335K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,846$320K0.01%+2713F-HRTimeline
HRT FINANCIAL LP7,639$311K<0.01%new13F-HRTimeline
Vivid Wealth Management, LLC6,219$254K0.1%new13F-HRTimeline
Spinnaker Investment Group, LLC5,996$245K0.05%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,992$244K<0.01%new13F-HRTimeline
FSA WEALTH PARTNERS, INC.5,903$241K0.09%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,687$232K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC5,480$223K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,379$219K<0.01%-4913F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC5,366$219K0.09%new13F-HRTimeline
Guidance Point Advisors, LLC5,035$205K0.05%new13F-HRTimeline
Pinnacle Bancorp, Inc.4,368$178K0.05%+21113F-HRTimeline
FMR LLCin group FMR LLC4,201$171K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,784$154K<0.01%new13F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,371$96.7K0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…2,230$90.9K0.01%-10713F-HRTimeline
NewEdge Advisors, LLC1,696$69.2K<0.01%013F-HRTimeline
IFP Advisors, Inc1,562$63.7K<0.01%-29213F-HR/ATimeline
Investors Research Corp1,152$47K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,038$42.3K<0.01%-46013F-HRTimelineGroup
UBS Group AGin group UBS Group AG999$40.7K<0.01%+88113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…153$6.24K<0.01%+313F-HRTimelineGroup
ORG Partners LLC144$5.87K<0.01%+2313F-HRTimeline