TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2023 to Q4 2025

Type / Class
Equity / ACTIVEPASSIVE EQ
Symbol
APIE
Price per share
$35.51
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
27,373,056
Total reported value
$971,507,234
% of total 13F portfolios
0%
Share change
-2,778,731
Value change
-$98,449,348
Number of holders
39
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 39 institutional investors reported holding 27,373,056 shares of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE).

Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 97,409 $3,458,994 -$2,435,047 $35.51 5
2025 Q3 27,373,056 $971,507,234 -$98,449,348 $35.49 39
2025 Q2 30,202,956 $1,006,313,749 +$6,663,140 $33.32 42
2025 Q1 29,813,649 $895,567,883 -$64,774,499 $30.06 37
2024 Q4 32,160,225 $901,199,716 +$109,243,543 $28.02 37
2024 Q3 28,262,617 $868,747,629 +$65,750,575 $30.74 25
2024 Q2 26,125,913 $743,547,223 +$439,882,047 $28.46 24
2024 Q1 10,670,769 $301,796,835 +$81,628,800 $28.29 14
2023 Q4 7,795,149 $207,860,870 +$102,495,131 $26.66 11
2023 Q3 3,942,048 $96,039,696 -$56,289,797 $24.36 10
2023 Q2 3,434,705 $87,723,053 +$87,723,053 $25.54 5