ACTIVEPASSIVE US EQUITY ETF (APUE) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.70B 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 $1.22B 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 $1.25B, representing an estimated gain of +2.49% 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
62
Total Reported Value
$2.70B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$1.22B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
71
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 | $1,245,440,800 | +$30,248,312 | +2.49% | |
| Envestnet Portfolio Solutions, Inc. | 5.48% | 24,743,201 | $1,143,135,865 | $1,171,590,567 | +$28,454,702 | +2.49% | |
| Lpl Financial Llc | 0.02% | 2,063,015 | $95,311,293 | $97,683,760 | +$2,372,467 | +2.49% | |
| Principal Securities, Inc. | 0.83% | 1,483,929 | $68,557,539 | $70,264,038 | +$1,706,499 | +2.49% | |
| Mml Investors Services, Llc | 0.09% | 921,857 | $42,589,805 | $43,649,929 | +$1,060,124 | +2.49% | |
| B. Riley Wealth Advisors, Inc. | 1.28% | 510,969 | $23,443,257 | $24,194,382 | +$751,125 | +3.20% | |
| Cetera Investment Advisers | 0.02% | 485,560 | $22,432,889 | $22,991,266 | +$558,377 | +2.49% | |
| &Partners | 0.08% | 440,357 | $20,550,658 | $20,850,904 | +$300,246 | +1.46% | |
| Osaic Holdings, Inc. | 0.02% | 404,246 | $18,676,693 | $19,141,048 | +$464,355 | +2.49% | |
| Resolute Wealth Advisor, Inc. | 6.19% | 271,164 | $10,868,254 | $12,839,615 | +$1,971,361 | +18.14% | |
| Spire Wealth Management | 0.27% | 190,401 | $8,796,526 | $9,015,487 | +$218,961 | +2.49% | |
| Farther Finance Advisors, Llc | 0.04% | 115,006 | $5,313,277 | $5,445,534 | +$132,257 | +2.49% | |
| World Investment Advisors | 0.06% | 89,234 | $3,804,457 | $4,225,230 | +$420,773 | +11.06% | |
| Citadel Advisors Llc | 0.00% | 42,012 | $1,940,954 | $1,989,268 | +$48,314 | +2.49% | |
| Founders Financial Alliance, Llc | 0.23% | 37,229 | $1,719,980 | $1,762,793 | +$42,813 | +2.49% | |
| Financial Sense Advisors, Inc. | 0.33% | 36,205 | $1,672,671 | $1,714,307 | +$41,636 | +2.49% | |
| Newedge Advisors, Llc | 0.00% | 29,221 | $1,350,010 | $1,383,614 | +$33,604 | +2.49% | |
| Mariner, Llc | 0.00% | 27,747 | $1,281,911 | $1,313,820 | +$31,909 | +2.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,935 | $1,198,210 | $1,228,022 | +$29,812 | +2.49% | |
| Sigma Planning Corp | 0.03% | 22,118 | $1,021,854 | $1,047,287 | +$25,433 | +2.49% | |
| Morgan Stanley | 0.00% | 22,090 | $1,020,558 | $1,045,962 | +$25,404 | +2.49% | |
| Diversify Advisory Services, Llc | 0.02% | 20,243 | $924,371 | $958,506 | +$34,135 | +3.69% | |
| Diversify Wealth Management, Llc | 0.02% | 20,243 | $924,371 | $958,506 | +$34,135 | +3.69% | |
| Assetmark, Inc | 0.00% | 17,723 | $818,803 | $839,184 | +$20,381 | +2.49% | |
| Fsa Wealth Partners, Inc. | 0.20% | 17,114 | $790,667 | $810,348 | +$19,681 | +2.49% | |
| Susquehanna International Group, Llp | 0.00% | 16,879 | $779,809 | $799,221 | +$19,412 | +2.49% | |
| Principal Financial Group Inc | 0.00% | 15,037 | $694,709 | $712,002 | +$17,293 | +2.49% | |
| Capital Asset Managemnet, Llc | 1.46% | 14,064 | $649,761 | $665,930 | +$16,169 | +2.49% | |
| Jpmorgan Chase & Co | 0.00% | 13,363 | $613,094 | $632,738 | +$19,644 | +3.20% | |
| Qrg Capital Management, Inc. | 0.00% | 12,885 | $595,287 | $610,105 | +$14,818 | +2.49% | |
| Merit Financial Group, Llc | 0.00% | 12,658 | $584,799 | $599,356 | +$14,557 | +2.49% | |
| Allworth Financial Lp | 0.00% | 11,499 | $531,254 | $544,478 | +$13,224 | +2.49% | |
| Courier Capital Llc | 0.02% | 10,666 | $492,769 | $505,035 | +$12,266 | +2.49% | |
| Flagstar Advisors Inc | 0.14% | 10,058 | $464,693 | $476,246 | +$11,553 | +2.49% | |
| Modern Wealth Management, Llc | 0.00% | 8,938 | $412,936 | $423,214 | +$10,278 | +2.49% | |
| Independent Financial Group, Llc | 0.01% | 7,073 | $326,773 | $334,907 | +$8,134 | +2.49% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 6,567 | $303,395 | $310,947 | +$7,552 | +2.49% | |
| Brookstone Capital Management | 0.00% | 6,190 | $285,978 | $293,097 | +$7,119 | +2.49% | |
| Pinnacle Bancorp, Inc. | 0.07% | 6,001 | $277,246 | $284,147 | +$6,901 | +2.49% | |
| Absolute Capital Management, Llc | 0.06% | 5,252 | $242,642 | $248,682 | +$6,040 | +2.49% | |
| Mgo One Seven Llc | 0.00% | 5,045 | $233,079 | $238,881 | +$5,802 | +2.49% | |
| Truist Financial Corp | 0.00% | 4,905 | $226,611 | $232,252 | +$5,641 | +2.49% | |
| Spinnaker Investment Group, Llc | 0.04% | 4,865 | $224,761 | $230,358 | +$5,597 | +2.49% | |
| Brown Advisory Inc | 0.00% | 4,846 | $223,885 | $229,458 | +$5,573 | +2.49% | |
| Pioneer Family Office, Llc | 0.10% | 4,045 | $186,879 | $191,531 | +$4,652 | +2.49% | |
| Harbor Investment Advisory, Llc | 0.01% | 3,809 | $175,976 | $180,356 | +$4,380 | +2.49% | |
| Royal Bank Of Canada | 0.00% | 3,029 | $140,000 | $143,423 | +$3,423 | +2.45% | |
| Ameritas Advisory Services, Llc | 0.00% | 2,371 | $109,540 | $112,267 | +$2,727 | +2.49% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,370 | $109,494 | $112,220 | +$2,726 | +2.49% | |
| Wellington Grp Llc | 0.02% | 1,675 | $67,134 | $79,311 | +$12,177 | +18.14% |
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.