TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)

CUSIP: 89834G737

Q3 2024 13F Holders as of 30 Sep 2024

Type / Class
Equity / ACTIVEPASSIVE EQ
Total 13F shares
28,262,617
Share change
+2,136,704
Total reported value
$868,747,629
Price per share
$30.74
Number of holders
25
Value change
+$65,750,575
Number of buys
22
Number of sells
8

Quarterly Holders Quick Answers

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

Need full ownership history?
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 Q3 2024

As of 30 Sep 2024, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by 25 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 28,262,617 shares. The largest 10 holders included Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, Atria Wealth Solutions, Inc., LPL Financial LLC, PRINCIPAL SECURITIES, INC., MML INVESTORS SERVICES, LLC, B. Riley Wealth Advisors, Inc., OSAIC HOLDINGS, INC., &PARTNERS, and World Investment Advisors, LLC. This page lists 25 institutional shareholders reporting positions in this security for the Q3 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2024 vs Q2 2024 Across Filers

Q2 2024 holders
24
Q3 2024 holders
25
Holder diff
1
Investor Q2 2024 Shares Q3 2024 Shares Share Diff Share Chg % Q2 2024 Value $ Q3 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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