ACTIVEPASSIVE INTL EQTY ETF (APIE) Top Institutional Shareholders
ACTIVEPASSIVE INTL EQTY ETF (APIE) 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 $995.23M in APIE holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of APIE tracked by InsiderSet, reporting ownership valued at approximately $442.93M 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 $482.86M, representing an estimated gain of +9.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed APIE value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ACTIVEPASSIVE INTL EQTY ETF (APIE).
This page ranks the largest institutional APIE 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
41
Total Reported Value
$995.23M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$442.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.12% | 12,565,436 | $442,931,611 | $482,864,575 | +$39,932,964 | +9.02% | |
| Envestnet Portfolio Solutions, Inc. | 2.37% | 12,147,990 | $428,216,637 | $466,822,960 | +$38,606,323 | +9.02% | |
| Lpl Financial Llc | 0.01% | 1,001,712 | $35,310,348 | $38,493,789 | +$3,183,441 | +9.02% | |
| Principal Securities, Inc. | 0.36% | 694,896 | $24,495,088 | $26,703,463 | +$2,208,375 | +9.02% | |
| Mml Investors Services, Llc | 0.04% | 439,764 | $15,501,687 | $16,899,251 | +$1,397,564 | +9.02% | |
| &Partners | 0.04% | 228,561 | $8,055,274 | $8,783,142 | +$727,868 | +9.04% | |
| Osaic Holdings, Inc. | 0.01% | 215,217 | $7,586,903 | $8,270,359 | +$683,456 | +9.01% | |
| B. Riley Wealth Advisors, Inc. | 0.47% | 211,473 | $7,217,979 | $8,126,484 | +$908,505 | +12.59% | |
| Cetera Investment Advisers | 0.01% | 166,098 | $5,854,944 | $6,382,814 | +$527,870 | +9.02% | |
| Resolute Wealth Advisor, Inc. | 2.65% | 132,128 | $4,657,513 | $5,077,415 | +$419,902 | +9.02% | |
| Spire Wealth Management | 0.10% | 82,079 | $2,893,285 | $3,154,132 | +$260,847 | +9.02% | |
| Farther Finance Advisors, Llc | 0.02% | 56,432 | $2,014,622 | $2,168,569 | +$153,947 | +7.64% | |
| Citadel Advisors Llc | 0.00% | 55,009 | $1,939,067 | $2,113,886 | +$174,819 | +9.02% | |
| World Investment Advisors | 0.03% | 45,362 | $1,599,019 | $1,743,171 | +$144,152 | +9.02% | |
| Susquehanna International Group, Llp | 0.00% | 35,916 | $1,266,039 | $1,380,180 | +$114,141 | +9.02% | |
| Mariner, Llc | 0.00% | 20,440 | $720,510 | $785,468 | +$64,958 | +9.02% | |
| Principal Financial Group Inc | 0.00% | 18,699 | $659,140 | $718,565 | +$59,425 | +9.02% | |
| Financial Sense Advisors, Inc. | 0.13% | 18,271 | $644,053 | $702,118 | +$58,065 | +9.02% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,868 | $629,850 | $686,632 | +$56,782 | +9.02% | |
| Kestra Advisory Services, Llc | 0.00% | 14,034 | $494,713 | $539,299 | +$44,586 | +9.01% | |
| Sigma Planning Corp | 0.01% | 12,157 | $428,541 | $467,169 | +$38,628 | +9.01% | |
| Jane Street Group, Llc | 0.00% | 8,710 | $307,028 | $334,708 | +$27,680 | +9.02% | |
| Qrg Capital Management, Inc. | 0.00% | 7,247 | $255,457 | $278,488 | +$23,031 | +9.02% | |
| Diversify Wealth Management, Llc | 0.00% | 6,591 | $242,892 | $253,279 | +$10,387 | +4.28% | |
| Capital Asset Managemnet, Llc | 0.25% | 6,407 | $225,842 | $246,208 | +$20,366 | +9.02% | |
| Assetmark, Inc | 0.00% | 5,907 | $208,222 | $226,994 | +$18,772 | +9.02% | |
| Fsa Wealth Partners, Inc. | 0.10% | 5,894 | $207,764 | $226,495 | +$18,731 | +9.02% | |
| Allworth Financial Lp | 0.00% | 4,838 | $170,540 | $185,915 | +$15,375 | +9.02% | |
| Pioneer Family Office, Llc | 0.04% | 3,792 | $134,162 | $145,719 | +$11,557 | +8.61% | |
| Morgan Stanley | 0.00% | 2,914 | $102,719 | $111,979 | +$9,260 | +9.02% | |
| Pinnacle Bancorp, Inc. | 0.02% | 2,134 | $75,224 | $82,005 | +$6,781 | +9.01% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,820 | $64,155 | $69,939 | +$5,784 | +9.02% | |
| Mai Capital Management | 0.00% | 1,161 | $40,926 | $44,615 | +$3,689 | +9.01% | |
| Ubs Group Ag | 0.00% | 815 | $28,729 | $31,319 | +$2,590 | +9.01% | |
| Signature Resources Capital Management, Llc | 0.01% | 464 | $16,356 | $17,831 | +$1,475 | +9.02% | |
| Newedge Advisors, Llc | 0.00% | 16,060 | $16,060 | $617,154 | +$601,094 | +3742.80% | |
| Ifp Advisors, Inc | 0.00% | 301 | $10,610 | $11,567 | +$957 | +9.02% | |
| Ascentis Independent Advisors | 0.00% | 67 | $2,361 | $2,575 | +$214 | +9.05% | |
| Wedbush Securities Inc | 0.05% | 45,054 | $1,588 | $1,731,335 | +$1,729,747 | +108926.14% | |
| Signature Equity Partners, Llc | 0.00% | 28 | $987 | $1,076 | +$89 | +9.02% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 21,052 | $742 | $808,986 | +$808,244 | +108927.80% |
Frequently asked questions about APIE
Who owns the most APIE stock?
The largest holders of APIE 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 INTL EQTY ETF (APIE).
Is APIE widely held by superinvestors?
Many widely followed stocks like APIE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly APIE 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.