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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+926,506+3.7%26,302,868$1.22BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Sell-173,298-0.7%24,743,201$1.14BQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Sell-2,238-14.8%12,885$595.29KQ2 2026Sep 23, 2026
Citadel Advisors LlcBuy+22,318+113.3%42,012$1.94MQ2 2026Sep 02, 2026
Susquehanna International Group, LlpBuy+10,803+177.8%16,879$779.81KQ2 2026Aug 14, 2026
&PartnersSell-8,309-1.9%440,357$20.55MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+4,846—4,846$223.88KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-3,365-3.6%89,234$3.80MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2,371—2,371$109.54KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcSell-2,326-20.6%8,938$412.94KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,802+0.4%404,246$18.68MQ2 2026Aug 14, 2026
Financial Sense Advisors, Inc.Sell-1,403-3.7%36,205$1.67MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+436—436$20.14KQ2 2026Aug 14, 2026
Mariner, LlcSell-3,666-11.7%27,747$1.28MQ2 2026Aug 13, 2026
Ubs Group AgSell-1,851-81.1%432$19.96KQ2 2026Aug 13, 2026
Morgan StanleySell-1,110-4.8%22,090$1.02MQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+146,590+43.2%485,560$22.43MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+29,221—29,221$1.35MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+13,363—13,363$613.09KQ2 2026Aug 12, 2026
Allworth Financial LpSell-2,321-16.8%11,499$531.25KQ2 2026Aug 11, 2026
Diversify Advisory Services, LlcBuy+20,243—20,243$924.37KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+103,665+5.3%2,063,015$95.31MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+43,533+5.0%921,857$42.59MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Sell-1,454-38.0%2,370$109.49KQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+625+2.9%22,118$1.02MQ2 2026Aug 07, 2026
Principal Securities, Inc.Buy+114,954+8.4%1,483,929$68.56MQ2 2026Aug 04, 2026
Founders Financial Alliance, LlcBuy+37,229—37,229$1.72MQ2 2026Aug 04, 2026
Principal Financial Group IncSell-1,064-6.6%15,037$694.71KQ2 2026Aug 04, 2026
Fsa Wealth Partners, Inc.Buy+4,539+36.1%17,114$790.67KQ2 2026Aug 03, 2026
Assetmark, IncBuy+9,405+113.1%17,723$818.80KQ2 2026Jul 30, 2026
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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.