ActivePassive U.S. Equity ETF(APUE)

$47.52—Stale · unknown old

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ActivePassive U.S. Equity ETF(APUE)

NYSE • Last print unknown ago

$47.52—Stale · unknown old

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APUE(APUE)

APUE

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Institutional Ownership

Top 71 Institutional Holders

Holder	Shares	Date	Change	% Held
ENVESTNET ASSET MANAGEMENT INC	26.30M	Jun 30, 26	+926.51K	47.69%
Envestnet Portfolio Solutions, Inc.	24.74M	Jun 30, 26	-173.30K	44.86%
LPL Financial LLC	2.06M	Jun 30, 26	+103.67K	3.74%
PRINCIPAL SECURITIES, INC.	1.48M	Jun 30, 26	+114.95K	2.69%
MML INVESTORS SERVICES, LLC	921.86K	Jun 30, 26	+43.53K	1.67%
B. Riley Wealth Advisors, Inc.	510.97K	Jun 30, 26	+80.73K	0.93%
Cetera Investment Advisers	485.56K	Jun 30, 26	+146.59K	0.88%
WILEY BROS.-AINTREE CAPITAL, LLC	440.36K	Jun 30, 26	-8.31K	0.80%
ADVISOR GROUP HOLDINGS, INC.	404.25K	Jun 30, 26	+1.80K	0.73%
PARK AVENUE SECURITIES LLC	327.31K	Jun 30, 26	+327.31K	0.59%
RESOLUTE WEALTH ADVISOR, INC.	271.16K	Jun 30, 26	--	0.49%
Spire Wealth Management	190.40K	Jun 30, 26	+22.63K	0.35%
Farther Finance Advisors, LLC	115.01K	Jun 30, 26	-6.48K	0.21%
WEDBUSH SECURITIES INC	92.14K	Jun 30, 26	+917	0.17%
Pensionmark Financial Group, LLC	89.23K	Jun 30, 26	-3.37K	0.16%
CITADEL ADVISORS LLC	42.01K	Jun 30, 26	+22.32K	0.08%
Cambridge Investment Research Advisors, Inc.	38.03K	Jun 30, 26	-1.87K	0.07%
Founders Financial Alliance, LLC	37.23K	Jun 30, 26	+37.23K	0.07%
Financial Sense Advisors, Inc.	36.20K	Jun 30, 26	-1.40K	0.07%
NewEdge Advisors, LLC	29.22K	Jun 30, 26	--	0.05%
Mariner, LLC	27.75K	Jun 30, 26	-3.67K	0.05%
COMMONWEALTH EQUITY SERVICES, LLC	25.93K	Jun 30, 26	+1.69K	0.05%
Sigma Planning Corp	22.12K	Jun 30, 26	+625	0.04%
MORGAN STANLEY	22.09K	Jun 30, 26	-1.11K	0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC	20.24K	Jun 30, 26	+6.80K	0.04%
Diversify Advisory Services, LLC	20.24K	Jun 30, 26	+20.24K	0.04%
ASSETMARK, INC	17.72K	Jun 30, 26	+9.40K	0.03%
Financial Services Advisory Inc	17.11K	Jun 30, 26	+4.54K	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	16.88K	Jun 30, 26	+10.80K	0.03%
PRINCIPAL FINANCIAL GROUP INC	15.04K	Jun 30, 26	-1.06K	0.03%
Capital Asset Managemnet, LLC	14.06K	Jun 30, 26	-832	0.03%
JPMORGAN CHASE & CO	13.36K	Jun 30, 26	+3.27K	0.02%
QRG CAPITAL MANAGEMENT, INC.	12.88K	Jun 30, 26	-2.24K	0.02%
Merit Financial Group, LLC	12.66K	Jun 30, 26	-780	0.02%
Allworth Financial LP	11.50K	Jun 30, 26	-2.32K	0.02%
COURIER CAPITAL LLC	10.67K	Jun 30, 26	--	0.02%
FLAGSTAR ADVISORS INC.	10.06K	Jun 30, 26	--	0.02%
Modern Wealth Management, LLC	8.94K	Jun 30, 26	-2.33K	0.02%
INDEPENDENT FINANCIAL GROUP, LLC	7.07K	Jun 30, 26	-743	0.01%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6.57K	Jun 30, 26	+352	0.01%
Brookstone Capital Management	6.19K	Jun 30, 26	+6.19K	0.01%
Pinnacle Bancorp, Inc.	6.00K	Jun 30, 26	+1.63K	0.01%
ABSOLUTE CAPITAL MANAGEMENT, LLC	5.25K	Jun 30, 26	--	0.01%
MGO ONE SEVEN LLC	5.04K	Jun 30, 26	--	0.01%
TRUIST FINANCIAL CORP	4.91K	Jun 30, 26	+4.91K	0.01%
Spinnaker Investment Group, LLC	4.87K	Jun 30, 26	+4.87K	0.01%
BROWN ADVISORY INC	4.85K	Jun 30, 26	+4.85K	0.01%
Pioneer Family Office, LLC	4.04K	Jun 30, 26	--	0.01%
HARBOR INVESTMENT ADVISORY, LLC	3.81K	Jun 30, 26	+3.81K	0.01%
ROYAL BANK OF CANADA	3.03K	Jun 30, 26	--	0.01%
Ameritas Advisory Services, LLC	2.37K	Jun 30, 26	+2.37K	0.00%
PNC FINANCIAL SERVICES GROUP, INC.	2.37K	Jun 30, 26	-1.45K	0.00%
Wellington Grp LLC	1.68K	Jun 30, 26	--	0.00%
Golden State Wealth Management, LLC	1.29K	Jun 30, 26	+1.29K	0.00%
Signature Resources Capital Management, LLC	947	Jun 30, 26	--	0.00%
Crews Bank & Trust	648	Jun 30, 26	+648	0.00%
IFP Advisors, Inc	589	Jun 30, 26	-78	0.00%
FIDUCIARY FINANCIAL ADVISORS	436	Jun 30, 26	+436	0.00%
UBS Group AG	432	Jun 30, 26	-1.85K	0.00%
Investors Research Corp	432	Jun 30, 26	-432	0.00%
Integrated Wealth Concepts LLC	286	Jun 30, 26	+286	0.00%
Signature Equity Partners, LLC	58	Jun 30, 26	--	0.00%
MAI Capital Management	--	Jun 30, 26	-2.22K	--
JANE STREET GROUP, LLC	--	Jun 30, 26	-5.43K	--
Golden State Equity Partners	--	Jun 30, 26	-147	--
Kestra Advisory Services, LLC	--	Jun 30, 26	-21.51K	--
Western Wealth Management, LLC	--	Jun 30, 26	-10.90K	--
ORG Partners LLC	144	Dec 31, 25	--	0.00%
Lion Street Advisors, LLC	--	Sep 30, 25	-70.85K	--
Atria Wealth Solutions, Inc.	77.54K	Jun 30, 25	-917.67K	0.14%
First Horizon Advisors, Inc.	14.00K	Jun 30, 25	-1.89K	0.03%

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Holder

Date

Change

% Held

ENVESTNET ASSET MANAGEMENT INC

26.30M

Jun 30, 26

+926.51K

47.69%

Envestnet Portfolio Solutions, Inc.

24.74M

Jun 30, 26

-173.30K

44.86%

LPL Financial LLC

2.06M

Jun 30, 26

+103.67K

3.74%

PRINCIPAL SECURITIES, INC.

1.48M

Jun 30, 26

+114.95K

2.69%

MML INVESTORS SERVICES, LLC

921.86K

Jun 30, 26

+43.53K

1.67%

B. Riley Wealth Advisors, Inc.

510.97K

Jun 30, 26

+80.73K

0.93%

Cetera Investment Advisers

485.56K

Jun 30, 26

+146.59K

0.88%

WILEY BROS.-AINTREE CAPITAL, LLC

440.36K

Jun 30, 26

-8.31K

0.80%

ADVISOR GROUP HOLDINGS, INC.

404.25K

Jun 30, 26

+1.80K

0.73%

PARK AVENUE SECURITIES LLC

327.31K

Jun 30, 26

+327.31K

0.59%

RESOLUTE WEALTH ADVISOR, INC.

271.16K

Jun 30, 26

0.49%

Spire Wealth Management

190.40K

Jun 30, 26

+22.63K

0.35%

Farther Finance Advisors, LLC

115.01K

Jun 30, 26

-6.48K

0.21%

WEDBUSH SECURITIES INC

92.14K

Jun 30, 26

+917

0.17%

Pensionmark Financial Group, LLC

89.23K

Jun 30, 26

-3.37K

0.16%

CITADEL ADVISORS LLC

42.01K

Jun 30, 26

+22.32K

0.08%

Cambridge Investment Research Advisors, Inc.

38.03K

Jun 30, 26

-1.87K

0.07%

Founders Financial Alliance, LLC

37.23K

Jun 30, 26

+37.23K

0.07%

Financial Sense Advisors, Inc.

36.20K

Jun 30, 26

-1.40K

0.07%

NewEdge Advisors, LLC

29.22K

Jun 30, 26

0.05%

Mariner, LLC

27.75K

Jun 30, 26

-3.67K

0.05%

COMMONWEALTH EQUITY SERVICES, LLC

25.93K

Jun 30, 26

+1.69K

0.05%

Sigma Planning Corp

22.12K

Jun 30, 26

+625

0.04%

MORGAN STANLEY

22.09K

Jun 30, 26

-1.11K

0.04%

DIVERSIFY WEALTH MANAGEMENT, LLC

20.24K

Jun 30, 26

+6.80K

0.04%

Diversify Advisory Services, LLC

20.24K

Jun 30, 26

+20.24K

0.04%

ASSETMARK, INC

17.72K

Jun 30, 26

+9.40K

0.03%

Financial Services Advisory Inc

17.11K

Jun 30, 26

+4.54K

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

16.88K

Jun 30, 26

+10.80K

0.03%

PRINCIPAL FINANCIAL GROUP INC

15.04K

Jun 30, 26

-1.06K

0.03%

Capital Asset Managemnet, LLC

14.06K

Jun 30, 26

-832

0.03%

JPMORGAN CHASE & CO

13.36K

Jun 30, 26

+3.27K

0.02%

QRG CAPITAL MANAGEMENT, INC.

12.88K

Jun 30, 26

-2.24K

0.02%

Merit Financial Group, LLC

12.66K

Jun 30, 26

-780

0.02%

Allworth Financial LP

11.50K

Jun 30, 26

-2.32K

0.02%

COURIER CAPITAL LLC

10.67K

Jun 30, 26

0.02%

FLAGSTAR ADVISORS INC.

10.06K

Jun 30, 26

0.02%

Modern Wealth Management, LLC

8.94K

Jun 30, 26

-2.33K

0.02%

INDEPENDENT FINANCIAL GROUP, LLC

7.07K

Jun 30, 26

-743

0.01%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.57K

Jun 30, 26

+352

0.01%

Brookstone Capital Management

6.19K

Jun 30, 26

+6.19K

0.01%

Pinnacle Bancorp, Inc.

6.00K

Jun 30, 26

+1.63K

0.01%

ABSOLUTE CAPITAL MANAGEMENT, LLC

5.25K

Jun 30, 26

0.01%

MGO ONE SEVEN LLC

5.04K

Jun 30, 26

0.01%

TRUIST FINANCIAL CORP

4.91K

Jun 30, 26

+4.91K

0.01%

Spinnaker Investment Group, LLC

4.87K

Jun 30, 26

+4.87K

0.01%

BROWN ADVISORY INC

4.85K

Jun 30, 26

+4.85K

0.01%

Pioneer Family Office, LLC

4.04K

Jun 30, 26

0.01%

HARBOR INVESTMENT ADVISORY, LLC

3.81K

Jun 30, 26

+3.81K

0.01%

ROYAL BANK OF CANADA

3.03K

Jun 30, 26

0.01%

Ameritas Advisory Services, LLC

2.37K

Jun 30, 26

+2.37K

0.00%

PNC FINANCIAL SERVICES GROUP, INC.

2.37K

Jun 30, 26

-1.45K

0.00%

Wellington Grp LLC

1.68K

Jun 30, 26

0.00%

Golden State Wealth Management, LLC

1.29K

Jun 30, 26

+1.29K

0.00%

Signature Resources Capital Management, LLC

947

Jun 30, 26

0.00%

Crews Bank & Trust

648

Jun 30, 26

+648

0.00%

IFP Advisors, Inc

589

Jun 30, 26

-78

0.00%

FIDUCIARY FINANCIAL ADVISORS

436

Jun 30, 26

+436

0.00%

UBS Group AG

432

Jun 30, 26

-1.85K

0.00%

Investors Research Corp

432

Jun 30, 26

-432

0.00%

Integrated Wealth Concepts LLC

286

Jun 30, 26

+286

0.00%

Signature Equity Partners, LLC

Jun 30, 26

0.00%

MAI Capital Management

Jun 30, 26

-2.22K

JANE STREET GROUP, LLC

Jun 30, 26

-5.43K

Golden State Equity Partners

Jun 30, 26

-147

Kestra Advisory Services, LLC

Jun 30, 26

-21.51K

Western Wealth Management, LLC

Jun 30, 26

-10.90K

ORG Partners LLC

144

Dec 31, 25

0.00%

Lion Street Advisors, LLC

Sep 30, 25

-70.85K

Atria Wealth Solutions, Inc.

77.54K

Jun 30, 25

-917.67K

0.14%

First Horizon Advisors, Inc.

14.00K

Jun 30, 25

-1.89K

0.03%