TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE)

CUSIP: 89834G729

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / ACTIVEPASSIVE US
Total 13F shares
20,559,922
Share change
+5,568,045
Total reported value
$663,212,899
Price per share
$32.27
Number of holders
17
Value change
+$180,549,175
Number of buys
13
Number of sells
5

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 Q1 2024

As of 31 Mar 2024, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE US (APUE) was held by 17 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 20,559,922 shares. The largest 10 holders included Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., MML INVESTORS SERVICES, LLC, LINCOLN NATIONAL CORP, PRINCIPAL SECURITIES, INC., OSAIC HOLDINGS, INC., B. Riley Wealth Advisors, Inc., Financial Sense Advisors, Inc., and LPL Financial LLC. This page lists 17 institutional shareholders reporting positions in this security for the Q1 2024 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.