Security key
89834G737
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)
CUSIP: 89834G737
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / ACTIVEPASSIVE EQ
- Total 13F shares
- 27,373,056
- Share change
- -2,778,731
- Total reported value
- $971,507,218
- Price per share
- $35.49
- Number of holders
- 39
- Value change
- -$98,449,345
- Number of buys
- 15
- Number of sells
- 28
Report period
Q3 2025
Institutions
39
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 89834G737
Recent filing periods:
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 2025
As of 30 Sep 2025,
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,373,056 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., SUSQUEHANNA INTERNATIONAL GROUP, LLP, COMMONWEALTH EQUITY SERVICES, LLC, and &PARTNERS.
This page lists
39
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
42
Q3 2025 holders
39
Holder diff
-3
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.