APCB Institutional Ownership
ActivePassive Core Bond ETF
1W: -0.7%
1M: -2.2%
3M: -4.2%
YTD: -4.7%
1Y: -5.2%
3Y: +8.5%
$28.10
-0.04 (-0.14%)
Weekly Expected Move ±0.6%
$28
$28
$28
$28
$28
Overview
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Institutional Ownership — APCB
46
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
7
New Positions
25
Increased
9
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (51 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 15,469,678 | $435M | +154,020 | +1.0% | 12Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 14,312,035 | $402M | +725,351 | +5.3% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 1,237,101 | $35M | +22,696 | +1.9% | 9Q | SEC ↗ |
| 4 | PRINCIPAL SECURITIES, INC. | 725,014 | $20M | +65,522 | +9.9% | 11Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 488,149 | $14M | +69,103 | +16.5% | 10Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 316,054 | $9M | +106,272 | +50.7% | 6Q | SEC ↗ |
| 7 | &PARTNERS | 213,551 | $6M | +10,567 | +5.2% | 8Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 212,379 | $6M | +5,214 | +2.5% | 11Q | SEC ↗ |
| 9 | Spire Wealth Management | 204,021 | $6M | +29,683 | +17.0% | 7Q | SEC ↗ |
| 10 | B. Riley Wealth Advisors, Inc. | 199,369 | $6M | +45,183 | +29.3% | 12Q | SEC ↗ |
| 11 | RESOLUTE WEALTH ADVISOR, INC. | 152,046 | $4M | — | +0.0% | 2Q | SEC ↗ |
| 12 | PARK AVENUE SECURITIES LLC | 94,627 | $3M | +13,426 | +16.5% | 7Q | SEC ↗ |
| 13 | World Investment Advisors | 85,608 | $2M | +196 | +0.2% | 9Q | SEC ↗ |
| 14 | WEDBUSH SECURITIES INC | 76,856 | $2M | +1,003 | +1.3% | 7Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC | 68,962 | $2M | -3,950 | -5.4% | 2Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 64,182 | $2M | +16,878 | +35.7% | 6Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,356 | $1M | +30,350 | +178.5% | 2Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 22,615 | $636K | -21,051 | -48.2% | 2Q | SEC ↗ |
| 19 | Financial Sense Advisors, Inc. | 21,980 | $618K | +357 | +1.7% | 10Q | SEC ↗ |
| 20 | Mariner, LLC | 21,192 | $596K | -1,751 | -7.6% | 7Q | SEC ↗ |
| 21 | Capital Asset Managemnet, LLC | 19,448 | $547K | +4,768 | +32.5% | 3Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 16,177 | $455K | -1,725 | -9.6% | 6Q | SEC ↗ |
| 23 | DIVERSIFY WEALTH MANAGEMENT, LLC | 13,125 | $369K | +6,194 | +89.4% | 2Q | SEC ↗ |
| 24 | Diversify Advisory Services, LLC NEW | 13,125 | $369K | — | +0.0% | 1Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 10,249 | $288K | +58 | +0.6% | 7Q | SEC ↗ |
| 26 | Pathstone Holdings, LLC | 10,112 | $284K | +1,395 | +16.0% | 5Q | SEC ↗ |
| 27 | FSA WEALTH PARTNERS, INC. NEW | 9,959 | $280K | — | +0.0% | 1Q | SEC ↗ |
| 28 | NewEdge Advisors, LLC | 9,286 | $261K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Founders Financial Alliance, LLC NEW | 8,634 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Pioneer Family Office, LLC | 3,940 | $111K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Pinnacle Bancorp, Inc. | 3,906 | $110K | +1,413 | +56.7% | 9Q | SEC ↗ |
| 32 | HARBOR INVESTMENT ADVISORY, LLC NEW | 3,171 | $89K | — | +0.0% | 1Q | SEC ↗ |
| 33 | PNC Financial Services Group, Inc. | 3,130 | $88K | +2,455 | +363.7% | 7Q | SEC ↗ |
| 34 | IFP Advisors, Inc | 1,455 | $41K | +104 | +7.7% | 9Q | SEC ↗ |
| 35 | Wellington Grp LLC | 1,282 | $36K | — | +0.0% | 3Q | SEC ↗ |
| 36 | MORGAN STANLEY | 1,246 | $35K | +580 | +87.1% | 9Q | SEC ↗ |
| 37 | Golden State Wealth Management, LLC NEW | 818 | $23K | — | +0.0% | 1Q | SEC ↗ |
| 38 | FIDUCIARY FINANCIAL ADVISORS NEW | 238 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Signature Resources Capital Management | 224 | $6K | — | +0.0% | 3Q | SEC ↗ |
| 40 | Signature Equity Partners, LLC | 115 | $3K | +56 | +94.9% | 3Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC NEW | 63 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Smartleaf Asset Management LLC | 0 | $0K | -450 | -100.0% | 1Q | SEC ↗ |
| 43 | ASSETMARK, INC | 0 | $0K | -8,432 | -100.0% | 1Q | SEC ↗ |
| 44 | FLOW TRADERS U.S. LLC | 0 | $0K | -9,526 | -100.0% | 3Q | SEC ↗ |
| 45 | HRT FINANCIAL LP | 0 | $0K | -14,810 | -100.0% | 1Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 0 | $0K | -5,367 | -100.0% | 1Q | SEC ↗ |
| 47 | ROYAL BANK OF CANADA | 0 | $0K | -1,850 | -100.0% | 2Q | SEC ↗ |
| 48 | Allworth Financial LP | 0 | $0K | -3,081 | -100.0% | 6Q | SEC ↗ |
| 49 | MAI Capital Management | 0 | $0K | -1,296 | -100.0% | 1Q | SEC ↗ |
| 50 | UBS Group AG | 0 | $0K | -54 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 13,125 | $369K |
| FSA WEALTH PARTNERS, INC. | 9,959 | $280K |
| Founders Financial Alliance, LLC | 8,634 | $243K |
| HARBOR INVESTMENT ADVISORY, LLC | 3,171 | $89K |
| Golden State Wealth Management, LLC | 818 | $23K |
| FIDUCIARY FINANCIAL ADVISORS | 238 | $7K |
| Integrated Wealth Concepts LLC | 63 | $2K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HRT FINANCIAL LP | 14,810 | $416K |
| COURIER CAPITAL LLC | 9,542 | $268K |
| FLOW TRADERS U.S. LLC | 9,526 | $268K |
| ASSETMARK, INC | 8,432 | $237K |
| Kestra Advisory Services, LLC | 5,367 | $151K |
| Allworth Financial LP | 3,081 | $87K |
| ROYAL BANK OF CANADA | 1,850 | $52K |
| MAI Capital Management | 1,296 | $36K |
| Smartleaf Asset Management LLC | 450 | $13K |
| UBS Group AG | 54 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +725,351 | +5.3% | 14,312,035 |
| Envestnet Portfolio Solutions, Inc. | +154,020 | +1.0% | 15,469,678 |
| Cetera Investment Advisers | +106,272 | +50.7% | 316,054 |
| MML INVESTORS SERVICES, LLC | +69,103 | +16.5% | 488,149 |
| PRINCIPAL SECURITIES, INC. | +65,522 | +9.9% | 725,014 |
| B. Riley Wealth Advisors, Inc. | +45,183 | +29.3% | 199,369 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +30,350 | +178.5% | 47,356 |
| Spire Wealth Management | +29,683 | +17.0% | 204,021 |
| LPL Financial LLC | +22,696 | +1.9% | 1,237,101 |
| CITADEL ADVISORS LLC | +16,878 | +35.7% | 64,182 |
| PARK AVENUE SECURITIES LLC | +13,426 | +16.5% | 94,627 |
| &PARTNERS | +10,567 | +5.2% | 213,551 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +6,194 | +89.4% | 13,125 |
| OSAIC HOLDINGS, INC. | +5,214 | +2.5% | 212,379 |
| Capital Asset Managemnet, LLC | +4,768 | +32.5% | 19,448 |
| PNC Financial Services Group, Inc. | +2,455 | +363.7% | 3,130 |
| Pinnacle Bancorp, Inc. | +1,413 | +56.7% | 3,906 |
| Pathstone Holdings, LLC | +1,395 | +16.0% | 10,112 |
| WEDBUSH SECURITIES INC | +1,003 | +1.3% | 76,856 |
| MORGAN STANLEY | +580 | +87.1% | 1,246 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -21,051 | -48.2% | 22,615 |
| Farther Finance Advisors, LLC | -3,950 | -5.4% | 68,962 |
| Mariner, LLC | -1,751 | -7.6% | 21,192 |
| Cambridge Investment Research Advis | -1,725 | -9.6% | 16,177 |