Latest Period
Q2 2026
Security Snapshot
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE) Institutional Ownership
CUSIP: 89834G729
13F Institutional Holders and Ownership History from Q2 2023 to Q3 2026
Institutions Reporting
60
Shares (Excl. Options)
58,994,416
Price
$46.20
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- Security type / class
- Equity / ACTIVEPASSIVE US
- Symbol
- APUE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 58,994,416
- Total 13F value
- $2,723,581,806
- Portfolio coverage rank
- 0%
- Share change
- +1,661,392
- Value change
- +$76,979,567
- Number of holders
- 60
- SEC-reported price per share
- $46.98
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- APUE - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US is tracked under CUSIP 89834G729.
- 60 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 60 to 7 between Q2 2026 and Q3 2026.
- SEC-reported value moved from $2,723,581,806 to $30,608,239.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 60 institutions filings for Q2 2026.
Security key
89834G729
Latest holder period
Q2 2026
13F holders
60
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 89834G729:
As of 30 Jun 2026, 60 institutional investors reported holding 58,994,416 shares of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q2 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 651,516 | $30,608,239 | -$358,488 | $46.98 | 7 |
| 2026 Q2 | 58,994,416 | $2,723,581,806 | +$76,979,567 | $46.20 | 60 |
| 2026 Q1 | 57,333,024 | $2,297,473,074 | +$40,622,571 | $40.08 | 54 |
| 2025 Q4 | 56,048,981 | $2,335,596,179 | +$82,381,659 | $41.67 | 54 |
| 2025 Q3 | 54,049,161 | $2,204,104,795 | +$96,743,208 | $40.78 | 52 |
| 2025 Q2 | 51,777,868 | $1,946,966,809 | +$52,051,020 | $37.60 | 45 |
| 2025 Q1 | 50,068,485 | $1,702,243,058 | -$107,147,008 | $33.98 | 39 |
| 2024 Q4 | 53,541,689 | $1,914,828,283 | +$191,920,065 | $35.76 | 43 |
| 2024 Q3 | 48,178,074 | $1,697,716,614 | -$2,618,456 | $35.24 | 31 |
| 2024 Q2 | 48,256,607 | $1,608,677,082 | +$923,420,887 | $33.34 | 30 |
| 2024 Q1 | 20,559,922 | $663,212,899 | +$180,549,175 | $32.27 | 17 |
| 2023 Q4 | 14,991,877 | $436,220,718 | +$188,420,154 | $29.09 | 15 |
| 2023 Q3 | 8,495,803 | $221,743,633 | -$136,670,845 | $26.10 | 10 |
| 2023 Q2 | 7,591,441 | $204,698,652 | +$204,698,652 | $26.96 | 8 |