ACTIVEPASSIVE US EQUITY ETF (APUE) Institutional Ownership Changes & 13F Activity
ACTIVEPASSIVE US EQUITY ETF (APUE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Cetera Investment Advisers, Principal Securities, Inc., and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +926,506 | +3.7% | 26,302,868 | $1.22B | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -173,298 | -0.7% | 24,743,201 | $1.14B | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -2,238 | -14.8% | 12,885 | $595.29K | Q2 2026 | Sep 23, 2026 |
| Citadel Advisors Llc | Buy | +22,318 | +113.3% | 42,012 | $1.94M | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Buy | +10,803 | +177.8% | 16,879 | $779.81K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -8,309 | -1.9% | 440,357 | $20.55M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +4,846 | — | 4,846 | $223.88K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -3,365 | -3.6% | 89,234 | $3.80M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,371 | — | 2,371 | $109.54K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Sell | -2,326 | -20.6% | 8,938 | $412.94K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,802 | +0.4% | 404,246 | $18.68M | Q2 2026 | Aug 14, 2026 |
| Financial Sense Advisors, Inc. | Sell | -1,403 | -3.7% | 36,205 | $1.67M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +436 | — | 436 | $20.14K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Sell | -3,666 | -11.7% | 27,747 | $1.28M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -1,851 | -81.1% | 432 | $19.96K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1,110 | -4.8% | 22,090 | $1.02M | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +146,590 | +43.2% | 485,560 | $22.43M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +29,221 | — | 29,221 | $1.35M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +13,363 | — | 13,363 | $613.09K | Q2 2026 | Aug 12, 2026 |
| Allworth Financial Lp | Sell | -2,321 | -16.8% | 11,499 | $531.25K | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, Llc | Buy | +20,243 | — | 20,243 | $924.37K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +103,665 | +5.3% | 2,063,015 | $95.31M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +43,533 | +5.0% | 921,857 | $42.59M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -1,454 | -38.0% | 2,370 | $109.49K | Q2 2026 | Aug 07, 2026 |
| Sigma Planning Corp | Buy | +625 | +2.9% | 22,118 | $1.02M | Q2 2026 | Aug 07, 2026 |
| Principal Securities, Inc. | Buy | +114,954 | +8.4% | 1,483,929 | $68.56M | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, Llc | Buy | +37,229 | — | 37,229 | $1.72M | Q2 2026 | Aug 04, 2026 |
| Principal Financial Group Inc | Sell | -1,064 | -6.6% | 15,037 | $694.71K | Q2 2026 | Aug 04, 2026 |
| Fsa Wealth Partners, Inc. | Buy | +4,539 | +36.1% | 17,114 | $790.67K | Q2 2026 | Aug 03, 2026 |
| Assetmark, Inc | Buy | +9,405 | +113.1% | 17,723 | $818.80K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about APUE activity
Which institutional owners are buying APUE?
Institutional owners buying APUE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in APUE activity?
"Buy" means an investor increased their reported position in APUE compared to the prior reporting period. This reflects growing exposure to ACTIVEPASSIVE US EQUITY ETF (APUE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in APUE increasing?
Institutional interest in APUE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.