ACTIVEPASSIVE US EQUITY ETF (APUE) Top Institutional Shareholders
ACTIVEPASSIVE US EQUITY ETF (APUE) 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 $2.29B in APUE holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of APUE tracked by InsiderSet, reporting ownership valued at approximately $1.02B 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 $1.16B, representing an estimated gain of +13.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed APUE 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 US EQUITY ETF (APUE).
This page ranks the largest institutional APUE 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
50
Total Reported Value
$2.29B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.02B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
58
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 | 0.27% | 25,376,362 | $1,017,084,584 | $1,156,147,053 | +$139,062,469 | +13.67% | |
| Envestnet Portfolio Solutions, Inc. | 5.53% | 24,916,499 | $998,653,281 | $1,135,195,694 | +$136,542,413 | +13.67% | |
| Lpl Financial Llc | 0.02% | 1,959,350 | $78,530,748 | $89,267,986 | +$10,737,238 | +13.67% | |
| Principal Securities, Inc. | 0.80% | 1,368,975 | $54,868,514 | $62,370,501 | +$7,501,987 | +13.67% | |
| Mml Investors Services, Llc | 0.10% | 878,324 | $35,203,218 | $40,016,441 | +$4,813,223 | +13.67% | |
| &Partners | 0.09% | 448,666 | $17,982,631 | $20,441,223 | +$2,458,592 | +13.67% | |
| B. Riley Wealth Advisors, Inc. | 1.08% | 430,240 | $16,736,332 | $19,601,734 | +$2,865,402 | +17.12% | |
| Osaic Holdings, Inc. | 0.02% | 402,444 | $16,130,312 | $18,335,349 | +$2,205,037 | +13.67% | |
| Cetera Investment Advisers | 0.01% | 338,970 | $13,585,932 | $15,443,473 | +$1,857,541 | +13.67% | |
| Resolute Wealth Advisor, Inc. | 6.19% | 271,164 | $10,868,254 | $12,354,232 | +$1,485,978 | +13.67% | |
| Spire Wealth Management | 0.23% | 167,768 | $6,724,141 | $7,643,510 | +$919,369 | +13.67% | |
| Farther Finance Advisors, Llc | 0.05% | 121,488 | $4,903,256 | $5,534,993 | +$631,737 | +12.88% | |
| World Investment Advisors | 0.06% | 92,599 | $3,711,369 | $4,218,810 | +$507,441 | +13.67% | |
| Financial Sense Advisors, Inc. | 0.31% | 37,608 | $1,507,329 | $1,713,420 | +$206,091 | +13.67% | |
| Mariner, Llc | 0.00% | 31,413 | $1,259,033 | $1,431,176 | +$172,143 | +13.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 24,246 | $971,780 | $1,104,648 | +$132,868 | +13.67% | |
| Morgan Stanley | 0.00% | 23,200 | $929,856 | $1,056,992 | +$127,136 | +13.67% | |
| Kestra Advisory Services, Llc | 0.00% | 21,507 | $862,012 | $979,859 | +$117,847 | +13.67% | |
| Sigma Planning Corp | 0.02% | 21,493 | $861,454 | $979,221 | +$117,767 | +13.67% | |
| Citadel Advisors Llc | 0.00% | 19,694 | $789,336 | $897,259 | +$107,923 | +13.67% | |
| Principal Financial Group Inc | 0.00% | 16,101 | $645,328 | $733,562 | +$88,234 | +13.67% | |
| Qrg Capital Management, Inc. | 0.01% | 15,123 | $606,130 | $689,004 | +$82,874 | +13.67% | |
| Capital Asset Managemnet, Llc | 0.67% | 14,896 | $597,051 | $678,662 | +$81,611 | +13.67% | |
| Diversify Wealth Management, Llc | 0.01% | 13,447 | $587,372 | $612,645 | +$25,273 | +4.30% | |
| Allworth Financial Lp | 0.00% | 13,820 | $553,906 | $629,639 | +$75,733 | +13.67% | |
| Merit Financial Group, Llc | 0.00% | 13,438 | $538,595 | $612,235 | +$73,640 | +13.67% | |
| Fsa Wealth Partners, Inc. | 0.24% | 12,575 | $504,006 | $572,917 | +$68,911 | +13.67% | |
| Modern Wealth Management, Llc | 0.01% | 11,264 | $454,615 | $513,188 | +$58,573 | +12.88% | |
| Western Wealth Management, Llc | 0.02% | 10,901 | $436,912 | $496,650 | +$59,738 | +13.67% | |
| Courier Capital Llc | 0.02% | 10,666 | $427,493 | $485,943 | +$58,450 | +13.67% | |
| Flagstar Advisors Inc | 0.15% | 10,058 | $403,137 | $458,242 | +$55,105 | +13.67% | |
| Assetmark, Inc | 0.00% | 8,318 | $333,385 | $378,968 | +$45,583 | +13.67% | |
| Pioneer Family Office, Llc | 0.11% | 8,090 | $330,679 | $368,580 | +$37,901 | +11.46% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 6,215 | $249,097 | $283,155 | +$34,058 | +13.67% | |
| Susquehanna International Group, Llp | 0.00% | 6,076 | $243,526 | $276,823 | +$33,297 | +13.67% | |
| Jane Street Group, Llc | 0.00% | 5,434 | $217,795 | $247,573 | +$29,778 | +13.67% | |
| Absolute Capital Management, Llc | 0.07% | 5,252 | $210,500 | $239,281 | +$28,781 | +13.67% | |
| Mgo One Seven Llc | 0.00% | 5,045 | $202,204 | $229,850 | +$27,646 | +13.67% | |
| Pinnacle Bancorp, Inc. | 0.05% | 4,368 | $175,069 | $199,006 | +$23,937 | +13.67% | |
| Pnc Financial Services Group, Inc. | 0.00% | 3,824 | $153,266 | $174,221 | +$20,955 | +13.67% | |
| Royal Bank Of Canada | 0.00% | 3,029 | $121,000 | $138,001 | +$17,001 | +14.05% | |
| Ubs Group Ag | 0.00% | 2,283 | $91,503 | $104,013 | +$12,510 | +13.67% | |
| Mai Capital Management | 0.00% | 2,221 | $89,018 | $101,189 | +$12,171 | +13.67% | |
| Signature Resources Capital Management, Llc | 0.02% | 947 | $37,956 | $43,145 | +$5,189 | +13.67% | |
| Investors Research Corp | 0.01% | 864 | $34,629 | $39,364 | +$4,735 | +13.67% | |
| Ifp Advisors, Inc | 0.00% | 667 | $26,733 | $30,389 | +$3,656 | +13.67% | |
| Ascentis Independent Advisors | 0.00% | 147 | $5,891 | $6,697 | +$806 | +13.69% | |
| Wedbush Securities Inc | 0.11% | 91,223 | $3,656 | $4,156,120 | +$4,152,464 | +113579.43% | |
| Signature Equity Partners, Llc | 0.00% | 58 | $2,344 | $2,642 | +$298 | +12.73% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 39,906 | $1,599 | $1,818,117 | +$1,816,518 | +113603.40% |
Frequently asked questions about APUE
Who owns the most APUE stock?
The largest holders of APUE 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 US EQUITY ETF (APUE).
Is APUE widely held by superinvestors?
Many widely followed stocks like APUE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly APUE 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.