ACTIVEPASSIVE INTL EQTY ETF (APIE) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.14B 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 $512.87M in its June 30, 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 $515.38M, representing an estimated gain of +0.49% 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
44
Total Reported Value
$1.14B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$512.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
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% | 13,231,884 | $512,867,806 | $515,381,882 | +$2,514,076 | +0.49% | |
| Envestnet Portfolio Solutions, Inc. | 2.26% | 12,154,559 | $471,110,717 | $473,420,073 | +$2,309,356 | +0.49% | |
| Lpl Financial Llc | 0.01% | 1,060,478 | $41,104,127 | $41,305,618 | +$201,491 | +0.49% | |
| Principal Securities, Inc. | 0.35% | 756,249 | $29,312,215 | $29,455,899 | +$143,684 | +0.49% | |
| Mml Investors Services, Llc | 0.04% | 474,951 | $18,409,095 | $18,499,341 | +$90,246 | +0.49% | |
| Cetera Investment Advisers | 0.01% | 247,724 | $9,601,770 | $9,648,850 | +$47,080 | +0.49% | |
| &Partners | 0.04% | 231,306 | $9,059,564 | $9,009,369 | -$50,195 | -0.55% | |
| Osaic Holdings, Inc. | 0.01% | 214,856 | $8,328,423 | $8,368,641 | +$40,218 | +0.48% | |
| Park Avenue Securities Llc | 0.04% | 164,507 | $6,376,000 | $6,407,548 | +$31,548 | +0.49% | |
| B. Riley Wealth Advisors, Inc. | 0.18% | 194,683 | $5,852,184 | $7,582,903 | +$1,730,719 | +29.57% | |
| Resolute Wealth Advisor, Inc. | 2.65% | 132,128 | $4,657,513 | $5,146,386 | +$488,873 | +10.50% | |
| Spire Wealth Management | 0.11% | 94,332 | $3,656,308 | $3,674,231 | +$17,923 | +0.49% | |
| Susquehanna International Group, Llp | 0.00% | 53,615 | $2,078,117 | $2,088,304 | +$10,187 | +0.49% | |
| Farther Finance Advisors, Llc | 0.02% | 53,283 | $2,065,249 | $2,075,373 | +$10,124 | +0.49% | |
| Wedbush Securities Inc | 0.05% | 45,684 | $1,771,000 | $1,779,392 | +$8,392 | +0.47% | |
| World Investment Advisors | 0.03% | 44,843 | $1,649,184 | $1,746,635 | +$97,451 | +5.91% | |
| Hrt Financial Lp | 0.00% | 22,925 | $888,000 | $892,929 | +$4,929 | +0.56% | |
| Mariner, Llc | 0.00% | 18,439 | $714,696 | $718,199 | +$3,503 | +0.49% | |
| Founders Financial Alliance, Llc | 0.09% | 18,349 | $711,208 | $714,694 | +$3,486 | +0.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,315 | $709,870 | $713,369 | +$3,499 | +0.49% | |
| Jane Street Group, Llc | 0.00% | 18,148 | $703,416 | $706,865 | +$3,449 | +0.49% | |
| Financial Sense Advisors, Inc. | 0.14% | 18,029 | $698,805 | $702,230 | +$3,425 | +0.49% | |
| Principal Financial Group Inc | 0.00% | 17,795 | $689,734 | $693,115 | +$3,381 | +0.49% | |
| Newedge Advisors, Llc | 0.00% | 16,060 | $622,486 | $625,537 | +$3,051 | +0.49% | |
| Sigma Planning Corp | 0.01% | 12,157 | $471,213 | $473,515 | +$2,302 | +0.49% | |
| Diversify Advisory Services, Llc | 0.01% | 10,478 | $401,846 | $408,118 | +$6,272 | +1.56% | |
| Diversify Wealth Management, Llc | 0.01% | 10,478 | $401,846 | $408,118 | +$6,272 | +1.56% | |
| Assetmark, Inc | 0.00% | 10,080 | $390,701 | $392,616 | +$1,915 | +0.49% | |
| Fsa Wealth Partners, Inc. | 0.08% | 8,482 | $328,762 | $330,374 | +$1,612 | +0.49% | |
| Qrg Capital Management, Inc. | 0.00% | 5,689 | $220,506 | $221,587 | +$1,081 | +0.49% | |
| Morgan Stanley | 0.00% | 4,239 | $164,304 | $165,109 | +$805 | +0.49% | |
| Allworth Financial Lp | 0.00% | 3,577 | $138,645 | $139,324 | +$679 | +0.49% | |
| Pinnacle Bancorp, Inc. | 0.03% | 3,066 | $118,838 | $119,421 | +$583 | +0.49% | |
| Ubs Group Ag | 0.00% | 2,210 | $85,660 | $86,080 | +$420 | +0.49% | |
| Pioneer Family Office, Llc | 0.04% | 1,896 | $73,489 | $73,849 | +$360 | +0.49% | |
| Harbor Investment Advisory, Llc | 0.00% | 1,624 | $62,946 | $63,255 | +$309 | +0.49% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,133 | $43,915 | $44,130 | +$215 | +0.49% | |
| Golden State Wealth Management, Llc | 0.00% | 658 | $25,504 | $25,629 | +$125 | +0.49% | |
| Signature Resources Capital Management, Llc | 0.01% | 464 | $17,985 | $18,073 | +$88 | +0.49% | |
| Crews Bank & Trust | 0.00% | 310 | $12,016 | $12,075 | +$59 | +0.49% | |
| Ifp Advisors, Inc | 0.00% | 301 | $11,667 | $11,724 | +$57 | +0.49% | |
| Action Point Financial Planning, Llc | 0.00% | 205 | $7,945 | $7,985 | +$40 | +0.50% | |
| Signature Equity Partners, Llc | 0.00% | 28 | $1,085 | $1,091 | +$6 | +0.52% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 20,287 | $786 | $790,179 | +$789,393 | +100431.63% |
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.