APMU Institutional Ownership
ActivePassive Intermediate Municipal Bond ETF
1W: +0.5%
1M: -2.4%
3M: -4.0%
YTD: -3.9%
1Y: -3.9%
3Y: +6.0%
$24.05
-0.02 (-0.06%)
Weekly Expected Move ±0.7%
$24
$24
$24
$24
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Overview
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Institutional Ownership — APMU
26
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
267M
Total Invested
4
New Positions
11
Increased
7
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 5,478,699 | $132M | +464,885 | +9.3% | 13Q | SEC ↗ |
| 2 | Envestnet Portfolio Solutions, Inc. | 3,210,089 | $77M | +120,221 | +3.9% | 12Q | SEC ↗ |
| 3 | PRINCIPAL SECURITIES, INC. | 468,687 | $11M | +56,846 | +13.8% | 11Q | SEC ↗ |
| 4 | LPL Financial LLC | 430,092 | $10M | -22,092 | -4.9% | 9Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 242,342 | $6M | +60,103 | +33.0% | 9Q | SEC ↗ |
| 6 | PARK AVENUE SECURITIES LLC | 207,484 | $5M | +11,765 | +6.0% | 2Q | SEC ↗ |
| 7 | &PARTNERS | 185,158 | $4M | +19,512 | +11.8% | 8Q | SEC ↗ |
| 8 | Cetera Investment Advisers | 145,249 | $3M | +64,883 | +80.7% | 6Q | SEC ↗ |
| 9 | B. Riley Wealth Advisors, Inc. | 97,585 | $2M | +3,728 | +4.0% | 9Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC NEW | 49,518 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 45,560 | $1M | +2,566 | +6.0% | 8Q | SEC ↗ |
| 12 | Founders Financial Alliance, LLC NEW | 15,466 | $372K | — | +0.0% | 1Q | SEC ↗ |
| 13 | RESOLUTE WEALTH ADVISOR, INC. | 12,517 | $301K | — | +0.0% | 2Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 12,319 | $296K | -1,431 | -10.4% | 7Q | SEC ↗ |
| 15 | Allworth Financial LP | 11,236 | $270K | — | +0.0% | 7Q | SEC ↗ |
| 16 | Financial Sense Advisors, Inc. | 11,171 | $269K | -182 | -1.6% | 10Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 9,444 | $227K | +605 | +6.8% | 10Q | SEC ↗ |
| 18 | Spire Wealth Management | 6,777 | $163K | +398 | +6.2% | 7Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC | 5,325 | $128K | — | +0.0% | 2Q | SEC ↗ |
| 20 | PNC Financial Services Group, Inc. | 2,910 | $70K | -727 | -20.0% | 2Q | SEC ↗ |
| 21 | Crews Bank & Trust NEW | 410 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 22 | ASSETMARK, INC NEW | 132 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 23 | UBS Group AG | 44 | $1K | -269 | -85.9% | 5Q | SEC ↗ |
| 24 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 8Q | SEC ↗ |
| 25 | Sound Income Strategies, LLC | 0 | $0K | -1,993 | -100.0% | 3Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 0 | $0K | -1,169 | -100.0% | 2Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 0 | $0K | -11,942 | -100.0% | 1Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -11,477 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 49,518 | $1M |
| Founders Financial Alliance, LLC | 15,466 | $372K |
| Crews Bank & Trust | 410 | $10K |
| ASSETMARK, INC | 132 | $3K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 11,942 | $287K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,477 | $276K |
| Sound Income Strategies, LLC | 1,993 | $48K |
| ROYAL BANK OF CANADA | 1,169 | $28K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +464,885 | +9.3% | 5,478,699 |
| Envestnet Portfolio Solutions, Inc. | +120,221 | +3.9% | 3,210,089 |
| Cetera Investment Advisers | +64,883 | +80.7% | 145,249 |
| MML INVESTORS SERVICES, LLC | +60,103 | +33.0% | 242,342 |
| PRINCIPAL SECURITIES, INC. | +56,846 | +13.8% | 468,687 |
| &PARTNERS | +19,512 | +11.8% | 185,158 |
| PARK AVENUE SECURITIES LLC | +11,765 | +6.0% | 207,484 |
| B. Riley Wealth Advisors, Inc. | +3,728 | +4.0% | 97,585 |
| PRINCIPAL FINANCIAL GROUP INC | +2,566 | +6.0% | 45,560 |
| OSAIC HOLDINGS, INC. | +605 | +6.8% | 9,444 |
| Spire Wealth Management | +398 | +6.2% | 6,777 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -22,092 | -4.9% | 430,092 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,431 | -10.4% | 12,319 |
| PNC Financial Services Group, Inc. | -727 | -20.0% | 2,910 |
| UBS Group AG | -269 | -85.9% | 44 |
| Financial Sense Advisors, Inc. | -182 | -1.6% | 11,171 |