APUE Institutional Ownership & Shareholders
ACTIVEPASSIVE US EQUITY ETF (APUE) is currently held by 61 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.71B 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 APUE tracked by InsiderSet, reporting ownership valued at approximately $1.22B 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 $1.26B, representing an estimated gain of +3.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% 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
61
Total Reported Value
$2.71B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | 0.29% | 26,302,868 | $1,215,192,488 | $1,258,460,719 | +$43,268,231 | +3.56% | |
| Envestnet Portfolio Solutions, Inc. | 5.47% | 24,743,201 | $1,143,135,865 | $1,183,838,452 | +$40,702,587 | +3.56% | |
| Lpl Financial Llc | 0.02% | 2,063,015 | $95,311,293 | $98,704,953 | +$3,393,660 | +3.56% | |
| Principal Securities, Inc. | 0.83% | 1,483,929 | $68,557,539 | $70,998,583 | +$2,441,044 | +3.56% | |
| Mml Investors Services, Llc | 0.09% | 921,857 | $42,589,805 | $44,106,248 | +$1,516,443 | +3.56% | |
| Cetera Investment Advisers | 0.02% | 485,560 | $22,432,889 | $23,231,618 | +$798,729 | +3.56% | |
| &Partners | 0.08% | 440,357 | $20,550,658 | $21,068,881 | +$518,223 | +2.52% | |
| Osaic Holdings, Inc. | 0.02% | 404,246 | $18,676,693 | $19,341,150 | +$664,457 | +3.56% | |
| Park Avenue Securities Llc | 0.09% | 327,312 | $15,122,000 | $15,660,243 | +$538,243 | +3.56% | |
| B. Riley Wealth Advisors, Inc. | 0.35% | 336,114 | $11,421,172 | $16,081,374 | +$4,660,202 | +40.80% | |
| Resolute Wealth Advisor, Inc. | 6.19% | 271,164 | $10,868,254 | $12,973,842 | +$2,105,588 | +19.37% | |
| Spire Wealth Management | 0.27% | 190,401 | $8,796,526 | $9,109,736 | +$313,210 | +3.56% | |
| Farther Finance Advisors, Llc | 0.04% | 111,375 | $5,232,398 | $5,328,737 | +$96,339 | +1.84% | |
| Wedbush Securities Inc | 0.11% | 92,140 | $4,257,000 | $4,408,438 | +$151,438 | +3.56% | |
| World Investment Advisors | 0.06% | 89,234 | $3,804,457 | $4,269,401 | +$464,944 | +12.22% | |
| Citadel Advisors Llc | 0.00% | 42,012 | $1,940,954 | $2,010,064 | +$69,110 | +3.56% | |
| Founders Financial Alliance, Llc | 0.23% | 37,229 | $1,719,980 | $1,781,222 | +$61,242 | +3.56% | |
| Financial Sense Advisors, Inc. | 0.33% | 36,205 | $1,672,671 | $1,732,228 | +$59,557 | +3.56% | |
| Newedge Advisors, Llc | 0.00% | 29,221 | $1,350,010 | $1,398,079 | +$48,069 | +3.56% | |
| Mariner, Llc | 0.00% | 27,747 | $1,281,911 | $1,327,555 | +$45,644 | +3.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,935 | $1,198,210 | $1,240,860 | +$42,650 | +3.56% | |
| Sigma Planning Corp | 0.03% | 22,118 | $1,021,854 | $1,058,236 | +$36,382 | +3.56% | |
| Morgan Stanley | 0.00% | 22,090 | $1,020,558 | $1,056,896 | +$36,338 | +3.56% | |
| Diversify Advisory Services, Llc | 0.02% | 20,243 | $924,371 | $968,526 | +$44,155 | +4.78% | |
| Diversify Wealth Management, Llc | 0.02% | 20,243 | $924,371 | $968,526 | +$44,155 | +4.78% | |
| Assetmark, Inc | 0.00% | 17,723 | $818,803 | $847,957 | +$29,154 | +3.56% | |
| Fsa Wealth Partners, Inc. | 0.20% | 17,114 | $790,667 | $818,819 | +$28,152 | +3.56% | |
| Susquehanna International Group, Llp | 0.00% | 16,879 | $779,809 | $807,576 | +$27,767 | +3.56% | |
| Principal Financial Group Inc | 0.00% | 15,037 | $694,709 | $719,445 | +$24,736 | +3.56% | |
| Capital Asset Managemnet, Llc | 1.46% | 14,064 | $649,761 | $672,892 | +$23,131 | +3.56% | |
| Jpmorgan Chase & Co | 0.00% | 13,363 | $613,094 | $639,353 | +$26,259 | +4.28% | |
| Qrg Capital Management, Inc. | 0.00% | 12,885 | $595,287 | $616,483 | +$21,196 | +3.56% | |
| Merit Financial Group, Llc | 0.00% | 12,658 | $584,799 | $605,622 | +$20,823 | +3.56% | |
| Allworth Financial Lp | 0.00% | 11,499 | $531,254 | $550,170 | +$18,916 | +3.56% | |
| Courier Capital Llc | 0.02% | 10,666 | $492,769 | $510,315 | +$17,546 | +3.56% | |
| Flagstar Advisors Inc | 0.14% | 10,058 | $464,693 | $481,225 | +$16,532 | +3.56% | |
| Modern Wealth Management, Llc | 0.00% | 8,938 | $412,936 | $427,639 | +$14,703 | +3.56% | |
| Independent Financial Group, Llc | 0.01% | 7,073 | $326,773 | $338,408 | +$11,635 | +3.56% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 6,567 | $303,395 | $314,198 | +$10,803 | +3.56% | |
| Brookstone Capital Management | 0.00% | 6,190 | $285,978 | $296,161 | +$10,183 | +3.56% | |
| Pinnacle Bancorp, Inc. | 0.07% | 6,001 | $277,246 | $287,118 | +$9,872 | +3.56% | |
| Absolute Capital Management, Llc | 0.06% | 5,252 | $242,642 | $251,282 | +$8,640 | +3.56% | |
| Mgo One Seven Llc | 0.00% | 5,045 | $233,079 | $241,378 | +$8,299 | +3.56% | |
| Truist Financial Corp | 0.00% | 4,905 | $226,611 | $234,680 | +$8,069 | +3.56% | |
| Spinnaker Investment Group, Llc | 0.04% | 4,865 | $224,761 | $232,766 | +$8,005 | +3.56% | |
| Brown Advisory Inc | 0.00% | 4,846 | $223,885 | $231,857 | +$7,972 | +3.56% | |
| Pioneer Family Office, Llc | 0.10% | 4,045 | $186,879 | $193,533 | +$6,654 | +3.56% | |
| Harbor Investment Advisory, Llc | 0.01% | 3,809 | $175,976 | $182,242 | +$6,266 | +3.56% | |
| Royal Bank Of Canada | 0.00% | 3,029 | $140,000 | $144,923 | +$4,923 | +3.52% | |
| Ameritas Advisory Services, Llc | 0.00% | 2,371 | $109,540 | $113,440 | +$3,900 | +3.56% |
Frequently asked questions about APUE
Who are the largest institutional holders of APUE?
The largest institutional holders of APUE 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 APUE position.
What is APUE institutional ownership?
This page tracks APUE positions reported by institutional investment managers through SEC Form 13F. ACTIVEPASSIVE US EQUITY ETF (APUE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own APUE?
InsiderSet currently tracks 61 institutional managers reporting APUE 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 APUE shareholders.
How much APUE stock do institutions own?
Institutional investment managers disclosed approximately $2.71B in APUE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was APUE institutional ownership last updated?
The latest APUE 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 APUE 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 APUE position after the reporting date.
Are institutions buying or selling APUE?
Institutional buying and selling can be analyzed by comparing APUE positions across consecutive 13F reporting periods. InsiderSet's APUE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View APUE ownership changes.
How has APUE institutional ownership changed over time?
InsiderSet tracks APUE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.