Who owns ActivePassive Intermediate Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of APMU from SEC Form 13F filings across 22 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 22 institutions disclosed 10.6M shares of ActivePassive Intermediate Municipal Bond ETF worth $261.2M — about 111.6% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
22
13F holders
$261.2M
value, 2026 filers
111.6%
of shares outstanding (10.6M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of APMU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 5.5M | $137.2M | 0.0% | 57.5% | +9.3% |
| 2 | Envestnet Portfolio Solutions, Inc. | 3.2M | $80.4M | 0.4% | 33.7% | +3.9% |
| 3 | PRINCIPAL SECURITIES, INC. | 468,687 | $11.7M | 0.1% | 4.9% | +13.8% |
| 4 | LPL Financial LLC | 430,092 | $10.8M | 0.0% | 4.5% | -4.9% |
| 5 | MML INVESTORS SERVICES, LLC | 242,342 | $6.1M | 0.0% | 2.5% | +33.0% |
| 6 | PARK AVENUE SECURITIES LLC | 207,484 | $5,197 | 0.0% | 2.2% | +6.0% |
| 7 | &PARTNERS | 185,158 | $4.6M | 0.0% | 1.9% | +11.8% |
| 8 | Cetera Investment Advisers | 145,249 | $3.6M | 0.0% | 1.5% | +80.7% |
| 9 | B. Riley Wealth Advisors, Inc. | 97,585 | $2.4M | 0.1% | 1% | +4.0% |
| 10 | JANE STREET GROUP, LLCNEW | 49,518 | $1.2M | 0.0% | 0.5% | new |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 45,560 | $1.1M | 0.0% | 0.5% | +6.0% |
| 12 | Founders Financial Alliance, LLCNEW | 15,466 | $387,415 | 0.1% | 0.2% | new |
| 13 | RESOLUTE WEALTH ADVISOR, INC. | 12,517 | $311,554 | 0.2% | 0.1% | 0.0% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 12,319 | $308,590 | 0.0% | 0.1% | -10.4% |
| 15 | Allworth Financial LP | 11,236 | $281,456 | 0.0% | 0.1% | 0.0% |
| 16 | Financial Sense Advisors, Inc. | 11,171 | $279,827 | 0.1% | 0.1% | -1.6% |
| 17 | OSAIC HOLDINGS, INC. | 9,444 | $236,592 | 0.0% | 0.1% | +6.8% |
| 18 | PNC Financial Services Group, Inc. | 2,910 | $72,894 | 0.0% | 0% | -20.0% |
| 19 | Crews Bank & TrustNEW | 410 | $10,270 | 0.0% | 0% | new |
| 20 | ASSETMARK, INCNEW | 132 | $3,307 | 0.0% | 0% | new |
| 21 | UBS Group AG | 44 | $1,102 | 0.0% | 0% | -85.9% |
| 22 | MORGAN STANLEY | 1 | $25 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.