TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)

CUSIP: 89834G737

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / ACTIVEPASSIVE EQ
Total 13F shares
28,542,446
Share change
+1,162,941
Total reported value
$1,013,575,671
Price per share
$35.51
Number of holders
40
Value change
+$41,316,458
Number of buys
21
Number of sells
18

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 Q4 2025

As of 31 Dec 2025, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by 40 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 28,542,446 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., &PARTNERS, Cetera Investment Advisers, and SUSQUEHANNA INTERNATIONAL GROUP, LLP. This page lists 40 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2025 vs Q3 2025 Across Filers

Q3 2025 holders
39
Q4 2025 holders
40
Holder diff
1
Investor Q3 2025 Shares Q4 2025 Shares Share Diff Share Chg % Q3 2025 Value $ Q4 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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