Who owns ActivePassive U.S. Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of APUE from SEC Form 13F filings across 59 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, 59 institutions disclosed 59.0M shares of ActivePassive U.S. Equity ETF worth $2.72B — about 106.9% of shares outstanding; the largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC. Source: SEC Form 13F filings, parsed by EvidInvest.
59
13F holders
$2.72B
value, 2026 filers
106.9%
of shares outstanding (59.0M sh)
13
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 APUE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 26.3M | $1.22B | 0.3% | 47.7% | +3.7% |
| 2 | Envestnet Portfolio Solutions, Inc. | 24.7M | $1.14B | 5.5% | 44.9% | -0.7% |
| 3 | LPL Financial LLC | 2.1M | $95.3M | 0.0% | 3.7% | +5.3% |
| 4 | PRINCIPAL SECURITIES, INC. | 1.5M | $68.6M | 0.8% | 2.7% | +8.4% |
| 5 | MML INVESTORS SERVICES, LLC | 921,857 | $42.6M | 0.1% | 1.7% | +5.0% |
| 6 | B. Riley Wealth Advisors, Inc. | 510,969 | $23.4M | 1.3% | 0.9% | +18.8% |
| 7 | Cetera Investment Advisers | 485,560 | $22.4M | 0.0% | 0.9% | +43.2% |
| 8 | &PARTNERS | 440,357 | $20.6M | 0.1% | 0.8% | -1.9% |
| 9 | OSAIC HOLDINGS, INC. | 404,246 | $18.7M | 0.0% | 0.7% | +0.4% |
| 10 | PARK AVENUE SECURITIES LLCNEW | 327,312 | $15.1M | 0.1% | 0.6% | new |
| 11 | RESOLUTE WEALTH ADVISOR, INC. | 271,164 | $10.9M | 6.2% | 0.5% | 0.0% |
| 12 | Spire Wealth Management | 190,401 | $8.8M | 0.3% | 0.3% | +13.5% |
| 13 | Farther Finance Advisors, LLC | 115,006 | $5.3M | 0.0% | 0.2% | -5.3% |
| 14 | WEDBUSH SECURITIES INC | 92,140 | $4.3M | 0.1% | 0.2% | +1.0% |
| 15 | World Investment Advisors | 89,234 | $3.8M | 0.1% | 0.2% | -3.6% |
| 16 | CITADEL ADVISORS LLC | 42,012 | $1.9M | 0.0% | 0.1% | +113.3% |
| 17 | Founders Financial Alliance, LLCNEW | 37,229 | $1.7M | 0.2% | 0.1% | new |
| 18 | Financial Sense Advisors, Inc. | 36,205 | $1.7M | 0.3% | 0.1% | -3.7% |
| 19 | NewEdge Advisors, LLCNEW | 29,221 | $1.4M | 0.0% | 0.1% | new |
| 20 | Mariner, LLC | 27,747 | $1.3M | 0.0% | 0.1% | -11.7% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 25,935 | $1.2M | 0.0% | 0% | +7.0% |
| 22 | Sigma Planning Corp | 22,118 | $1.0M | 0.0% | 0% | +2.9% |
| 23 | MORGAN STANLEY | 22,090 | $1.0M | 0.0% | 0% | -4.8% |
| 24 | Diversify Advisory Services, LLCNEW | 20,243 | $924,371 | 0.0% | 0% | new |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 20,243 | $924,371 | 0.0% | 0% | +50.5% |
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.