Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ACTIVEPASSIVE CR
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
28,335,698
-
Shares change
-
-596,479
-
Total reported value, excl. options
-
$836,879,831
-
Value change
-
-$17,570,009
-
Number of buys
-
19
-
Number of sells
-
-15
-
Price
-
$29.54
Significant Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR (APCB) as of Q1 2025
40 filings reported holding APCB - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR as of Q1 2025.
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR (APCB) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 28,335,698 shares
.
Largest 10 shareholders include Envestnet Portfolio Solutions, Inc. (16,044,766 shares), ENVESTNET ASSET MANAGEMENT INC (9,794,227 shares), Atria Wealth Solutions, Inc. (584,494 shares), LPL Financial LLC (416,914 shares), PRINCIPAL SECURITIES, INC. (279,445 shares), MML INVESTORS SERVICES, LLC (232,592 shares), COMMONWEALTH EQUITY SERVICES, LLC (159,779 shares), Spire Wealth Management (152,140 shares), Cetera Investment Advisers (123,650 shares), and Mariner, LLC (95,459 shares).
This table shows the top 35 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* 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.