TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE)

CUSIP: 89834G729

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / ACTIVEPASSIVE US
Total 13F shares
14,991,877
Share change
+6,478,240
Total reported value
$436,220,718
Price per share
$29.09
Number of holders
15
Value change
+$188,420,154
Number of buys
10
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 89834G729?
CUSIP 89834G729 identifies APUE - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US in SEC institutional holdings data.

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Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE) as of Q4 2023

As of 31 Dec 2023, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE) was held by 15 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,991,877 shares. The largest 10 holders included Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., HighTower Advisors, LLC, B. Riley Wealth Advisors, Inc., OSAIC HOLDINGS, INC., PRINCIPAL SECURITIES, INC., LINCOLN NATIONAL CORP, Financial Sense Advisors, Inc., and MML INVESTORS SERVICES, LLC. This page lists 15 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.