APIE Institutional Ownership & Shareholders
ACTIVEPASSIVE INTL EQTY ETF (APIE) is currently held by 45 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.13B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $500.03M, representing an estimated loss of -2.50% 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
45
Total Reported Value
$1.13B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$512.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | $500,032,896 | -$12,834,910 | -2.50% | |
| Envestnet Portfolio Solutions, Inc. | 2.25% | 12,154,559 | $471,110,717 | $459,320,785 | -$11,789,932 | -2.50% | |
| Lpl Financial Llc | 0.01% | 1,060,478 | $41,104,127 | $40,075,464 | -$1,028,663 | -2.50% | |
| Principal Securities, Inc. | 0.35% | 756,249 | $29,312,215 | $28,578,650 | -$733,565 | -2.50% | |
| Mml Investors Services, Llc | 0.04% | 474,951 | $18,409,095 | $17,948,398 | -$460,697 | -2.50% | |
| B. Riley Wealth Advisors, Inc. | 0.44% | 287,611 | $11,064,380 | $10,868,820 | -$195,560 | -1.77% | |
| Cetera Investment Advisers | 0.01% | 247,724 | $9,601,770 | $9,361,490 | -$240,280 | -2.50% | |
| &Partners | 0.04% | 231,306 | $9,059,564 | $8,741,054 | -$318,510 | -3.52% | |
| Osaic Holdings, Inc. | 0.01% | 214,856 | $8,328,423 | $8,119,408 | -$209,015 | -2.51% | |
| Resolute Wealth Advisor, Inc. | 2.65% | 132,128 | $4,657,513 | $4,993,117 | +$335,604 | +7.21% | |
| Spire Wealth Management | 0.12% | 98,333 | $3,782,871 | $3,716,004 | -$66,867 | -1.77% | |
| Susquehanna International Group, Llp | 0.00% | 53,615 | $2,078,117 | $2,026,111 | -$52,006 | -2.50% | |
| Farther Finance Advisors, Llc | 0.01% | 51,599 | $1,985,014 | $1,949,926 | -$35,088 | -1.77% | |
| World Investment Advisors | 0.03% | 44,843 | $1,649,184 | $1,694,617 | +$45,433 | +2.75% | |
| Hrt Financial Lp | 0.00% | 22,925 | $888,000 | $866,336 | -$21,664 | -2.44% | |
| Mariner, Llc | 0.00% | 18,439 | $714,696 | $696,810 | -$17,886 | -2.50% | |
| Founders Financial Alliance, Llc | 0.09% | 18,349 | $711,208 | $693,409 | -$17,799 | -2.50% | |
| Principal Financial Group Inc | 0.00% | 18,382 | $707,156 | $694,656 | -$12,500 | -1.77% | |
| Jane Street Group, Llc | 0.00% | 18,148 | $703,416 | $685,813 | -$17,603 | -2.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,265 | $702,640 | $690,234 | -$12,406 | -1.77% | |
| Financial Sense Advisors, Inc. | 0.14% | 18,029 | $698,805 | $681,316 | -$17,489 | -2.50% | |
| Newedge Advisors, Llc | 0.00% | 16,060 | $622,486 | $606,907 | -$15,579 | -2.50% | |
| Sigma Planning Corp | 0.01% | 11,914 | $458,323 | $450,230 | -$8,093 | -1.77% | |
| Diversify Advisory Services, Llc | 0.01% | 10,946 | $421,220 | $413,649 | -$7,571 | -1.80% | |
| Diversify Wealth Management, Llc | 0.01% | 10,946 | $421,220 | $413,649 | -$7,571 | -1.80% | |
| Kestra Advisory Services, Llc | 0.00% | 10,047 | $386,490 | $379,676 | -$6,814 | -1.76% | |
| Fsa Wealth Partners, Inc. | 0.10% | 9,315 | $358,348 | $352,014 | -$6,334 | -1.77% | |
| Assetmark, Inc | 0.00% | 8,853 | $340,575 | $334,555 | -$6,020 | -1.77% | |
| Qrg Capital Management, Inc. | 0.00% | 5,689 | $220,506 | $214,987 | -$5,519 | -2.50% | |
| Flagstar Advisors Inc | 0.06% | 5,250 | $201,969 | $198,398 | -$3,572 | -1.77% | |
| Morgan Stanley | 0.00% | 4,239 | $164,304 | $160,192 | -$4,112 | -2.50% | |
| Allworth Financial Lp | 0.00% | 3,577 | $138,645 | $135,175 | -$3,470 | -2.50% | |
| Pinnacle Bancorp, Inc. | 0.03% | 3,272 | $125,874 | $123,649 | -$2,225 | -1.77% | |
| Ubs Group Ag | 0.00% | 2,210 | $85,660 | $83,516 | -$2,144 | -2.50% | |
| Pioneer Family Office, Llc | 0.04% | 1,896 | $72,939 | $71,650 | -$1,289 | -1.77% | |
| Signature Equity Partners, Llc | 0.02% | 1,698 | $65,322 | $64,167 | -$1,155 | -1.77% | |
| Pnc Financial Services Group, Inc. | 0.00% | 1,133 | $43,915 | $42,816 | -$1,099 | -2.50% | |
| Signature Resources Capital Management, Llc | 0.01% | 464 | $17,850 | $17,535 | -$315 | -1.77% | |
| Crews Bank & Trust | 0.00% | 310 | $12,016 | $11,715 | -$301 | -2.51% | |
| Ifp Advisors, Inc | 0.00% | 288 | $11,079 | $10,884 | -$195 | -1.76% | |
| Park Avenue Securities Llc | 0.05% | 214,899 | $8,267 | $8,121,033 | +$8,112,766 | +98134.34% | |
| Action Point Financial Planning, Llc | 0.00% | 205 | $7,945 | $7,747 | -$198 | -2.49% | |
| Retirement Wealth Solutions Llc | 0.00% | 65 | $2,501 | $2,456 | -$45 | -1.79% | |
| Wedbush Securities Inc | 0.05% | 47,466 | $1,826 | $1,793,740 | +$1,791,914 | +98133.30% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,313 | $897 | $880,998 | +$880,101 | +98116.08% |
Frequently asked questions about APIE
Who are the largest institutional holders of APIE?
The largest institutional holders of APIE reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Lpl Financial Llc, Principal Securities, Inc., and Mml Investors Services, Llc. InsiderSet ranks institutional holders by their latest reported APIE position.
What is APIE institutional ownership?
This page tracks APIE positions reported by institutional investment managers through SEC Form 13F. ACTIVEPASSIVE INTL EQTY ETF (APIE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own APIE?
InsiderSet currently tracks 45 institutional managers reporting APIE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of APIE shareholders.
How much APIE stock do institutions own?
Institutional investment managers disclosed approximately $1.13B in APIE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was APIE institutional ownership last updated?
The latest APIE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional APIE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its APIE position after the reporting date.
Are institutions buying or selling APIE?
Institutional buying and selling can be analyzed by comparing APIE positions across consecutive 13F reporting periods. InsiderSet's APIE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View APIE ownership changes.
How has APIE institutional ownership changed over time?
InsiderSet tracks APIE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.