TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)

CUSIP: 89834G737

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / ACTIVEPASSIVE EQ
Total 13F shares
30,202,956
Share change
+199,203
Total reported value
$1,006,313,749
Price per share
$33.32
Number of holders
42
Value change
+$6,663,140
Number of buys
23
Number of sells
21

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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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 2025

As of 30 Jun 2025, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by 42 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 30,202,956 shares. The largest 10 holders included Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, PRINCIPAL SECURITIES, INC., MML INVESTORS SERVICES, LLC, OSAIC HOLDINGS, INC., B. Riley Wealth Advisors, Inc., COMMONWEALTH EQUITY SERVICES, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, and Cetera Investment Advisers. This page lists 42 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2025 vs Q1 2025 Across Filers

Q1 2025 holders
37
Q2 2025 holders
42
Holder diff
5
Investor Q1 2025 Shares Q2 2025 Shares Share Diff Share Chg % Q1 2025 Value $ Q2 2025 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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