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APIE Institutional Ownership

ActivePassive International Equity ETF
1W: -1.0% 1M: -1.8% 3M: -1.3% YTD: +6.8% 1Y: +6.8% 3Y: +62.9%
$38.59
+0.36 (+0.94%)
 
Weekly Expected Move ±1.7%
$37 $38 $39 $39 $40
ETF AMEX · AUM $1.1B

Institutional Ownership — APIE

51
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
9
New Positions
19
Increased
15
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (56 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ENVESTNET ASSET MANAGEMENT INC 13,231,884 $511M +666,448 +5.3% 13Q SEC ↗
2 Envestnet Portfolio Solutions, Inc. 12,154,559 $469M +6,569 +0.1% 12Q SEC ↗
3 LPL Financial LLC 1,060,478 $41M +58,766 +5.9% 10Q SEC ↗
4 PRINCIPAL SECURITIES, INC. 756,249 $29M +61,353 +8.8% 11Q SEC ↗
5 MML INVESTORS SERVICES, LLC 474,951 $18M +35,187 +8.0% 10Q SEC ↗
6 B. Riley Wealth Advisors, Inc. 252,940 $10M +41,467 +19.6% 13Q SEC ↗
7 Cetera Investment Advisers 247,724 $10M +81,626 +49.1% 6Q SEC ↗
8 &PARTNERS 231,306 $9M +2,745 +1.2% 8Q SEC ↗
9 OSAIC HOLDINGS, INC. 214,856 $8M -361 -0.2% 12Q SEC ↗
10 PARK AVENUE SECURITIES LLC NEW 164,507 $6M — +0.0% 1Q SEC ↗
11 RESOLUTE WEALTH ADVISOR, INC. 132,128 $5M — +0.0% 2Q SEC ↗
12 Spire Wealth Management 94,332 $4M +12,253 +14.9% 7Q SEC ↗
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,615 $2M +17,699 +49.3% 6Q SEC ↗
14 Farther Finance Advisors, LLC 53,283 $2M -3,149 -5.6% 2Q SEC ↗
15 WEDBUSH SECURITIES INC 45,684 $2M +630 +1.4% 7Q SEC ↗
16 World Investment Advisors 44,843 $2M -519 -1.1% 9Q SEC ↗
17 HRT FINANCIAL LP NEW 22,925 $885K — +0.0% 1Q SEC ↗
18 Cambridge Investment Research Advisors 20,287 $783K -765 -3.6% 7Q SEC ↗
19 Mariner, LLC 18,439 $712K -2,001 -9.8% 8Q SEC ↗
20 Founders Financial Alliance, LLC NEW 18,349 $708K — +0.0% 1Q SEC ↗
21 COMMONWEALTH EQUITY SERVICES, LLC 18,315 $707K +447 +2.5% 7Q SEC ↗
22 JANE STREET GROUP, LLC 18,148 $700K +9,438 +108.4% 2Q SEC ↗
23 Financial Sense Advisors, Inc. 18,029 $696K -242 -1.3% 10Q SEC ↗
24 PRINCIPAL FINANCIAL GROUP INC 17,795 $687K -904 -4.8% 8Q SEC ↗
25 NewEdge Advisors, LLC 16,060 $620K — +0.0% 3Q SEC ↗
26 Sigma Planning Corp 12,157 $469K — +0.0% 5Q SEC ↗
27 DIVERSIFY WEALTH MANAGEMENT, LLC 10,478 $404K +3,887 +59.0% 3Q SEC ↗
28 Diversify Advisory Services, LLC NEW 10,478 $404K — +0.0% 1Q SEC ↗
29 ASSETMARK, INC 10,080 $389K +4,173 +70.6% 7Q SEC ↗
30 FSA WEALTH PARTNERS, INC. 8,482 $327K +2,588 +43.9% 2Q SEC ↗
31 QRG CAPITAL MANAGEMENT, INC. 5,689 $220K -1,558 -21.5% 2Q SEC ↗
32 MORGAN STANLEY 4,239 $164K +1,325 +45.5% 9Q SEC ↗
33 Allworth Financial LP 3,577 $138K -1,261 -26.1% 7Q SEC ↗
34 Pinnacle Bancorp, Inc. 3,066 $118K +932 +43.7% 9Q SEC ↗
35 UBS Group AG 2,210 $85K +1,395 +171.2% 9Q SEC ↗
36 Pioneer Family Office, LLC 1,896 $73K — +0.0% 3Q SEC ↗
37 HARBOR INVESTMENT ADVISORY, LLC NEW 1,624 $63K — +0.0% 1Q SEC ↗
38 PNC Financial Services Group, Inc. 1,133 $44K -687 -37.7% 7Q SEC ↗
39 Wellington Grp LLC 821 $32K — +0.0% 3Q SEC ↗
40 Golden State Wealth Management, LLC NEW 658 $25K — +0.0% 1Q SEC ↗
41 Signature Resources Capital Management 464 $18K — +0.0% 3Q SEC ↗
42 Crews Bank & Trust NEW 310 $12K — +0.0% 1Q SEC ↗
43 IFP Advisors, Inc 301 $12K — +0.0% 9Q SEC ↗
44 FIDUCIARY FINANCIAL ADVISORS NEW 205 $8K — +0.0% 1Q SEC ↗
45 Integrated Wealth Concepts LLC NEW 160 $6K — +0.0% 1Q SEC ↗
46 Signature Equity Partners, LLC 28 $1K — +0.0% 3Q SEC ↗
47 FLAGSTAR ADVISORS INC 0 $0K -6,203 -100.0% 1Q SEC ↗
48 Modern Wealth Management, LLC 0 $0K -9,623 -100.0% 2Q SEC ↗
49 CITADEL ADVISORS LLC 0 $0K -55,009 -100.0% 4Q SEC ↗
50 Capital Asset Managemnet, LLC 0 $0K -6,407 -100.0% 2Q SEC ↗
Biggest Increases (19)
HolderAddedChange %Total Shares
ENVESTNET ASSET MANAGEMENT INC +666,448 +5.3% 13,231,884
Cetera Investment Advisers +81,626 +49.1% 247,724
PRINCIPAL SECURITIES, INC. +61,353 +8.8% 756,249
LPL Financial LLC +58,766 +5.9% 1,060,478
B. Riley Wealth Advisors, Inc. +41,467 +19.6% 252,940
MML INVESTORS SERVICES, LLC +35,187 +8.0% 474,951
SUSQUEHANNA INTERNATIONAL GROUP, LL +17,699 +49.3% 53,615
Spire Wealth Management +12,253 +14.9% 94,332
JANE STREET GROUP, LLC +9,438 +108.4% 18,148
Envestnet Portfolio Solutions, Inc. +6,569 +0.1% 12,154,559
ASSETMARK, INC +4,173 +70.6% 10,080
DIVERSIFY WEALTH MANAGEMENT, LLC +3,887 +59.0% 10,478
&PARTNERS +2,745 +1.2% 231,306
FSA WEALTH PARTNERS, INC. +2,588 +43.9% 8,482
UBS Group AG +1,395 +171.2% 2,210
MORGAN STANLEY +1,325 +45.5% 4,239
Pinnacle Bancorp, Inc. +932 +43.7% 3,066
WEDBUSH SECURITIES INC +630 +1.4% 45,684
COMMONWEALTH EQUITY SERVICES, LLC +447 +2.5% 18,315
Biggest Decreases (10)
HolderReducedChange %Total Shares
Farther Finance Advisors, LLC -3,149 -5.6% 53,283
Mariner, LLC -2,001 -9.8% 18,439
QRG CAPITAL MANAGEMENT, INC. -1,558 -21.5% 5,689
Allworth Financial LP -1,261 -26.1% 3,577
PRINCIPAL FINANCIAL GROUP INC -904 -4.8% 17,795
Cambridge Investment Research Advis -765 -3.6% 20,287
PNC Financial Services Group, Inc. -687 -37.7% 1,133
World Investment Advisors -519 -1.1% 44,843
OSAIC HOLDINGS, INC. -361 -0.2% 214,856
Financial Sense Advisors, Inc. -242 -1.3% 18,029

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms