APUE Institutional Ownership
ActivePassive U.S. Equity ETF
1W: -0.0%
1M: +0.8%
3M: +2.3%
YTD: +13.8%
1Y: +16.1%
3Y: +84.4%
$47.51
+0.43 (+0.91%)
Weekly Expected Move ±1.4%
$46
$47
$48
$48
$49
Overview
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Institutional Ownership — APUE
67
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
13
New Positions
19
Increased
24
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (71 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 26,302,868 | 1.2B | +926,506 | +3.7% | 13Q | SEC ↗ |
| 2 | Envestnet Portfolio Solutions, Inc. | 24,743,201 | 1.2B | -173,298 | -0.7% | 12Q | SEC ↗ |
| 3 | LPL Financial LLC | 2,063,015 | 98M | +103,665 | +5.3% | 10Q | SEC ↗ |
| 4 | PRINCIPAL SECURITIES, INC. | 1,483,929 | 71M | +114,954 | +8.4% | 11Q | SEC ↗ |
| 5 | MML INVESTORS SERVICES, LLC | 921,857 | 44M | +43,533 | +5.0% | 11Q | SEC ↗ |
| 6 | B. Riley Wealth Advisors, Inc. | 510,969 | 24M | +80,729 | +18.8% | 13Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 485,560 | 23M | +146,590 | +43.2% | 6Q | SEC ↗ |
| 8 | &PARTNERS | 440,357 | 21M | -8,309 | -1.9% | 9Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 404,246 | 19M | +1,802 | +0.4% | 12Q | SEC ↗ |
| 10 | PARK AVENUE SECURITIES LLC NEW | 327,312 | 16M | — | +0.0% | 1Q | SEC ↗ |
| 11 | RESOLUTE WEALTH ADVISOR, INC. | 271,164 | 13M | — | +0.0% | 2Q | SEC ↗ |
| 12 | Spire Wealth Management | 190,401 | 9M | +22,633 | +13.5% | 7Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC | 115,006 | 5M | -6,482 | -5.3% | 2Q | SEC ↗ |
| 14 | WEDBUSH SECURITIES INC | 92,140 | 4M | +917 | +1.0% | 7Q | SEC ↗ |
| 15 | World Investment Advisors | 89,234 | 4M | -3,365 | -3.6% | 9Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 42,012 | 2M | +22,318 | +113.3% | 5Q | SEC ↗ |
| 17 | Cambridge Investment Research Advisors | 38,034 | 2M | -1,872 | -4.7% | 11Q | SEC ↗ |
| 18 | Founders Financial Alliance, LLC NEW | 37,229 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Financial Sense Advisors, Inc. | 36,205 | 2M | -1,403 | -3.7% | 11Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC | 29,221 | 1M | — | +0.0% | 6Q | SEC ↗ |
| 21 | Mariner, LLC | 27,747 | 1M | -3,666 | -11.7% | 9Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 25,935 | 1M | +1,689 | +7.0% | 8Q | SEC ↗ |
| 23 | Sigma Planning Corp | 22,118 | 1M | +625 | +2.9% | 10Q | SEC ↗ |
| 24 | MORGAN STANLEY | 22,090 | 1M | -1,110 | -4.8% | 9Q | SEC ↗ |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | 20,243 | 962K | +6,796 | +50.5% | 3Q | SEC ↗ |
| 26 | Diversify Advisory Services, LLC NEW | 20,243 | 962K | — | +0.0% | 1Q | SEC ↗ |
| 27 | ASSETMARK, INC | 17,723 | 842K | +9,405 | +113.1% | 7Q | SEC ↗ |
| 28 | FSA WEALTH PARTNERS, INC. | 17,114 | 813K | +4,539 | +36.1% | 4Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,879 | 802K | +10,803 | +177.8% | 9Q | SEC ↗ |
| 30 | PRINCIPAL FINANCIAL GROUP INC | 15,037 | 714K | -1,064 | -6.6% | 6Q | SEC ↗ |
| 31 | Capital Asset Managemnet, LLC | 14,064 | 668K | -832 | -5.6% | 3Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 13,363 | 635K | +3,272 | +32.4% | 4Q | SEC ↗ |
| 33 | QRG CAPITAL MANAGEMENT, INC. | 12,885 | 612K | -2,238 | -14.8% | 4Q | SEC ↗ |
| 34 | Merit Financial Group, LLC | 12,658 | 601K | -780 | -5.8% | 5Q | SEC ↗ |
| 35 | Allworth Financial LP | 11,499 | 546K | -2,321 | -16.8% | 7Q | SEC ↗ |
| 36 | COURIER CAPITAL LLC | 10,666 | 507K | — | +0.0% | 5Q | SEC ↗ |
| 37 | FLAGSTAR SECURITIES, INC | 10,058 | 478K | — | +0.0% | 8Q | SEC ↗ |
| 38 | Modern Wealth Management, LLC | 8,938 | 425K | -2,326 | -20.6% | 4Q | SEC ↗ |
| 39 | INDEPENDENT FINANCIAL GROUP, LLC | 7,073 | 336K | -743 | -9.5% | 9Q | SEC ↗ |
| 40 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 6,567 | 312K | +352 | +5.7% | 4Q | SEC ↗ |
| 41 | Brookstone Capital Management NEW | 6,190 | 294K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Pinnacle Bancorp, Inc. | 6,001 | 285K | +1,633 | +37.4% | 9Q | SEC ↗ |
| 43 | ABSOLUTE CAPITAL MANAGEMENT, LLC | 5,252 | 250K | — | +0.0% | 4Q | SEC ↗ |
| 44 | MGO ONE SEVEN LLC | 5,045 | 240K | — | +0.0% | 4Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP NEW | 4,905 | 233K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Spinnaker Investment Group, LLC NEW | 4,865 | 231K | — | +0.0% | 1Q | SEC ↗ |
| 47 | BROWN ADVISORY INC NEW | 4,846 | 230K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Pioneer Family Office, LLC | 4,045 | 192K | — | +0.0% | 3Q | SEC ↗ |
| 49 | HARBOR INVESTMENT ADVISORY, LLC NEW | 3,809 | 181K | — | +0.0% | 1Q | SEC ↗ |
| 50 | ROYAL BANK OF CANADA | 3,029 | 144K | — | +0.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| PARK AVENUE SECURITIES LLC | 327,312 | 16M |
| Founders Financial Alliance, LLC | 37,229 | 2M |
| Diversify Advisory Services, LLC | 20,243 | 962K |
| Brookstone Capital Management | 6,190 | 294K |
| TRUIST FINANCIAL CORP | 4,905 | 233K |
| Spinnaker Investment Group, LLC | 4,865 | 231K |
| BROWN ADVISORY INC | 4,846 | 230K |
| HARBOR INVESTMENT ADVISORY, LLC | 3,809 | 181K |
| Ameritas Advisory Services, LLC | 2,371 | 113K |
| Golden State Wealth Management, LLC | 1,286 | 61K |
| Crews Bank & Trust | 648 | 31K |
| FIDUCIARY FINANCIAL ADVISORS | 436 | 21K |
| Integrated Wealth Concepts LLC | 286 | 14K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Kestra Advisory Services, LLC | 21,507 | 1M |
| Western Wealth Management, LLC | 10,901 | 518K |
| HRT FINANCIAL LP | 6,554 | 311K |
| JANE STREET GROUP, LLC | 5,434 | 258K |
| Pathstone Holdings, LLC | 4,865 | 231K |
| Guidance Point Advisors, LLC | 4,811 | 229K |
| MAI Capital Management | 2,221 | 106K |
| Smartleaf Asset Management LLC | 2,142 | 102K |
| Ascentis Independent Advisors | 147 | 7K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +926,506 | +3.7% | 26,302,868 |
| Cetera Investment Advisers | +146,590 | +43.2% | 485,560 |
| PRINCIPAL SECURITIES, INC. | +114,954 | +8.4% | 1,483,929 |
| LPL Financial LLC | +103,665 | +5.3% | 2,063,015 |
| B. Riley Wealth Advisors, Inc. | +80,729 | +18.8% | 510,969 |
| MML INVESTORS SERVICES, LLC | +43,533 | +5.0% | 921,857 |
| Spire Wealth Management | +22,633 | +13.5% | 190,401 |
| CITADEL ADVISORS LLC | +22,318 | +113.3% | 42,012 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +10,803 | +177.8% | 16,879 |
| ASSETMARK, INC | +9,405 | +113.1% | 17,723 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | +6,796 | +50.5% | 20,243 |
| FSA WEALTH PARTNERS, INC. | +4,539 | +36.1% | 17,114 |
| JPMORGAN CHASE & CO | +3,272 | +32.4% | 13,363 |
| OSAIC HOLDINGS, INC. | +1,802 | +0.4% | 404,246 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,689 | +7.0% | 25,935 |
| Pinnacle Bancorp, Inc. | +1,633 | +37.4% | 6,001 |
| WEDBUSH SECURITIES INC | +917 | +1.0% | 92,140 |
| Sigma Planning Corp | +625 | +2.9% | 22,118 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | +352 | +5.7% | 6,567 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | -173,298 | -0.7% | 24,743,201 |
| &PARTNERS | -8,309 | -1.9% | 440,357 |
| Farther Finance Advisors, LLC | -6,482 | -5.3% | 115,006 |
| Mariner, LLC | -3,666 | -11.7% | 27,747 |
| World Investment Advisors | -3,365 | -3.6% | 89,234 |
| Modern Wealth Management, LLC | -2,326 | -20.6% | 8,938 |
| Allworth Financial LP | -2,321 | -16.8% | 11,499 |
| QRG CAPITAL MANAGEMENT, INC. | -2,238 | -14.8% | 12,885 |
| Cambridge Investment Research Advis | -1,872 | -4.7% | 38,034 |
| UBS Group AG | -1,851 | -81.1% | 432 |
| PNC Financial Services Group, Inc. | -1,454 | -38.0% | 2,370 |
| Financial Sense Advisors, Inc. | -1,403 | -3.7% | 36,205 |
| MORGAN STANLEY | -1,110 | -4.8% | 22,090 |
| PRINCIPAL FINANCIAL GROUP INC | -1,064 | -6.6% | 15,037 |
| Capital Asset Managemnet, LLC | -832 | -5.6% | 14,064 |
| Merit Financial Group, LLC | -780 | -5.8% | 12,658 |
| INDEPENDENT FINANCIAL GROUP, LLC | -743 | -9.5% | 7,073 |
| Investors Research Corp | -432 | -50.0% | 432 |
| IFP Advisors, Inc | -78 | -11.7% | 589 |