TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)

CUSIP: 89834G737

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / ACTIVEPASSIVE EQ
Total 13F shares
26,125,913
Share change
+15,455,144
Total reported value
$743,547,223
Price per share
$28.46
Number of holders
24
Value change
+$439,882,047
Number of buys
23
Number of sells
3

Quarterly Holders Quick Answers

What is CUSIP 89834G737?
CUSIP 89834G737 identifies APIE - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of APIE - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) as of Q2 2024

As of 30 Jun 2024, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by 24 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 26,125,913 shares. The largest 10 holders included Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., LPL Financial LLC, B. Riley Wealth Advisors, Inc., MML INVESTORS SERVICES, LLC, OSAIC HOLDINGS, INC., PRINCIPAL SECURITIES, INC., Pensionmark Financial Group, LLC, and Financial Sense Advisors, Inc.. This page lists 24 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
14
Q2 2024 holders
24
Holder diff
10
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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