ACTIVEPASSIVE CORE BOND ETF (APCB) Top Institutional Shareholders
ACTIVEPASSIVE CORE BOND ETF (APCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $962.23M in APCB holdings during the latest filing period.
Envestnet Portfolio Solutions, Inc. is currently the largest disclosed institutional shareholder of APCB tracked by InsiderSet, reporting ownership valued at approximately $451.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $449.13M, representing an estimated loss of -0.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed APCB value among the investors covered in this analysis. Major shareholders include Envestnet Portfolio Solutions, Inc., Envestnet Asset Management Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ACTIVEPASSIVE CORE BOND ETF (APCB).
This page ranks the largest institutional APCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$962.23M
Largest Holder
Envestnet Portfolio Solutions, Inc.
Largest Position
$451.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 2.50% | 15,315,658 | $451,046,126 | $449,131,671 | -$1,914,455 | -0.42% | |
| Envestnet Asset Management Inc | 0.11% | 13,586,684 | $400,127,856 | $398,429,508 | -$1,698,348 | -0.42% | |
| Lpl Financial Llc | 0.01% | 1,214,405 | $35,764,219 | $35,612,427 | -$151,792 | -0.42% | |
| Principal Securities, Inc. | 0.28% | 659,492 | $19,422,054 | $19,339,603 | -$82,451 | -0.42% | |
| Mml Investors Services, Llc | 0.03% | 419,046 | $12,340,913 | $12,288,524 | -$52,389 | -0.42% | |
| Cetera Investment Advisers | 0.01% | 209,782 | $6,178,068 | $6,151,857 | -$26,211 | -0.42% | |
| Osaic Holdings, Inc. | 0.01% | 207,165 | $6,101,325 | $6,075,114 | -$26,211 | -0.43% | |
| &Partners | 0.03% | 202,984 | $5,976,990 | $5,952,506 | -$24,484 | -0.41% | |
| Spire Wealth Management | 0.18% | 174,338 | $5,134,254 | $5,112,462 | -$21,792 | -0.42% | |
| B. Riley Wealth Advisors, Inc. | 0.29% | 154,186 | $4,527,683 | $4,521,504 | -$6,179 | -0.14% | |
| Resolute Wealth Advisor, Inc. | 2.55% | 152,046 | $4,477,756 | $4,458,749 | -$19,007 | -0.42% | |
| World Investment Advisors | 0.04% | 85,412 | $2,515,396 | $2,504,707 | -$10,689 | -0.42% | |
| Farther Finance Advisors, Llc | 0.02% | 72,912 | $2,141,425 | $2,138,144 | -$3,281 | -0.15% | |
| Citadel Advisors Llc | 0.00% | 47,304 | $1,393,103 | $1,387,190 | -$5,913 | -0.42% | |
| Jane Street Group, Llc | 0.00% | 43,666 | $1,285,964 | $1,280,505 | -$5,459 | -0.42% | |
| Mariner, Llc | 0.00% | 22,943 | $675,671 | $672,803 | -$2,868 | -0.42% | |
| Financial Sense Advisors, Inc. | 0.13% | 21,623 | $636,798 | $634,094 | -$2,704 | -0.42% | |
| Susquehanna International Group, Llp | 0.00% | 17,006 | $500,827 | $498,701 | -$2,126 | -0.42% | |
| Capital Asset Managemnet, Llc | 0.49% | 14,680 | $432,340 | $430,491 | -$1,849 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,191 | $300,140 | $298,851 | -$1,289 | -0.43% | |
| Pathstone Holdings, Llc | 0.00% | 8,717 | $256,716 | $255,626 | -$1,090 | -0.42% | |
| Assetmark, Inc | 0.00% | 8,432 | $248,322 | $247,268 | -$1,054 | -0.42% | |
| Pioneer Family Office, Llc | 0.08% | 7,880 | $232,853 | $231,081 | -$1,772 | -0.76% | |
| Diversify Wealth Management, Llc | 0.00% | 6,931 | $204,458 | $203,252 | -$1,206 | -0.59% | |
| Allworth Financial Lp | 0.00% | 3,081 | $90,736 | $90,350 | -$386 | -0.43% | |
| Pinnacle Bancorp, Inc. | 0.02% | 2,493 | $73,419 | $73,107 | -$312 | -0.42% | |
| Ifp Advisors, Inc | 0.00% | 1,351 | $39,787 | $39,618 | -$169 | -0.42% | |
| Mai Capital Management | 0.00% | 1,296 | $38,168 | $38,005 | -$163 | -0.43% | |
| Pnc Financial Services Group, Inc. | 0.00% | 675 | $19,879 | $19,794 | -$85 | -0.43% | |
| Morgan Stanley | 0.00% | 666 | $19,613 | $19,530 | -$83 | -0.42% | |
| Newedge Advisors, Llc | 0.00% | 9,286 | $9,286 | $272,312 | +$263,026 | +2832.50% | |
| Signature Resources Capital Management, Llc | 0.00% | 224 | $6,597 | $6,569 | -$28 | -0.43% | |
| Park Avenue Securities Llc | 0.02% | 81,201 | $2,391 | $2,381,219 | +$2,378,828 | +99490.94% | |
| Wedbush Securities Inc | 0.07% | 75,853 | $2,234 | $2,224,389 | +$2,222,155 | +99469.80% | |
| Signature Equity Partners, Llc | 0.00% | 59 | $1,746 | $1,730 | -$16 | -0.91% | |
| Ubs Group Ag | 0.00% | 54 | $1,590 | $1,584 | -$6 | -0.41% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 17,902 | $527 | $524,976 | +$524,449 | +99515.97% | |
| Flow Traders U.S. Llc | 0.01% | 9,526 | $281 | $279,350 | +$279,069 | +99312.79% |
Frequently asked questions about APCB
Who owns the most APCB stock?
The largest holders of APCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ACTIVEPASSIVE CORE BOND ETF (APCB).
Is APCB widely held by superinvestors?
Many widely followed stocks like APCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly APCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.