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Disclosery

APUE TRUST FOR PROFESSIONAL MANAG

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ACTIVEPASSIVE US (fund)

52 managers (54 13F filers) reported a position in APUE shares at 2026-03-31, 57,333,024 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
54
New
5
Added
23
Reduced
16
Sold out
5
Shares held by filers
57,333,024

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 holding50,292,861$2.02B+934,078Timeline
LPL Financial LLC1,959,350$78.5M0.02%-213,07413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,385,076$55.5M+67,926Timeline
MML INVESTORS SERVICES, LLC878,324$35.2M0.1%+89,48813F-HRTimeline
&PARTNERS448,666$18M0.09%+48,10313F-HRTimeline
B. Riley Wealth Advisors, Inc.430,240$16.7M1.08%-18,83613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.402,444$16.1M0.02%-34,25613F-HRTimelineGroup
Cetera Investment Advisers338,970$13.6M0.01%+45,53913F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.271,164$10.9M6.19%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management167,768$6.72M0.23%-13,13913F-HRTimelineGroup
Farther Finance Advisors, LLC121,488$4.9M0.05%new13F-HRTimeline
World Investment Advisors92,599$3.71M0.06%-95813F-HRTimeline
WEDBUSH SECURITIES INC91,223$3.66M0.11%+10,01913F-HRTimeline
Cambridge Investment Research Advisors,…39,906$1.6M<0.01%+5013F-HRTimeline
Financial Sense Advisors, Inc.37,608$1.51M0.31%-3113F-HRTimeline
Mariner, LLCin group Mariner, LLC31,413$1.26M<0.01%-28,25013F-HRTimelineGroup
NewEdge Advisors, LLC29,221$1.17M<0.01%013F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC24,246$972K<0.01%+1,64613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY23,200$930K<0.01%+11,39313F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,507$862K<0.01%+8,21713F-HRTimelineGroup
Sigma Planning Corp21,493$861K0.02%+50213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,694$789K<0.01%-15,85913F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.15,123$606K0.01%+5,42713F-HRTimeline
Capital Asset Managemnet, LLC14,896$597K0.67%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …13,447$587K0.01%+3,93713F-HRTimelineGroup
Allworth Financial LP13,820$554K<0.01%-64013F-HRTimeline
Merit Financial Group, LLC13,438$539K<0.01%-2,28113F-HRTimeline
FSA WEALTH PARTNERS, INC.12,575$504K0.24%+2,05213F-HRTimeline
Modern Wealth Management, LLC11,264$455K0.01%-8,49513F-HRTimeline
Western Wealth Management, LLC10,901$437K0.02%new13F-HR/ATimeline
COURIER CAPITAL LLC10,666$427K0.02%013F-HR/ATimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,058$403K0.15%-2,42313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,091$393K<0.01%+7,14913F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC8,318$333K<0.01%+7,28013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,816$313K0.01%+2113F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,215$249K0.01%+9813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,076$244K<0.01%-12,79813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,434$218K<0.01%new13F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC5,252$210K0.07%013F-HRTimeline
MGO ONE SEVEN LLC5,045$202K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.4,368$175K0.05%013F-HRTimeline
Pioneer Family Office, LLC4,045$162K0.1%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,824$153K<0.01%+3,74513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,029$121K<0.01%-2,11013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,283$91.5K<0.01%+2,19913F-HRTimelineGroup
MAI Capital Management2,221$89K<0.01%new13F-HRTimeline
Wellington Grp LLC1,675$67.1K0.02%+97813F-HRTimeline
Signature Resources Capital Management,…947$38K0.02%+74713F-HRTimeline
Investors Research Corp864$34.6K0.01%-28813F-HRTimeline
IFP Advisors, Inc667$26.7K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…147$5.89K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC58$2.34K<0.01%013F-HRTimeline