Who Owns ActivePassive U.S. Equity ETF (APUE)?Hedge Fund & Institutional Holders

$40.48-0.27 (-0.65%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.8712000180000007e+197T

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$30.31$33.42$36.52$39.63$42.74Aug 24Jun 25Mar 26

APUE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
B. Riley Wealth Advisors, Inc.New Position+449K+$18.7B
Spire Wealth ManagementNew Position+181K+$7.5B
Envestnet Portfolio Solutions, Inc.New Position+26.8M+$1.1B
ENVESTNET ASSET MANAGEMENT INCNew Position+22.6M+$940.0M
PRINCIPAL FINANCIAL GROUP INCNew Position+15K+$636.0M
COURIER CAPITAL LLCNew Position+11K+$444.0M
FSA WEALTH PARTNERS, INC.New Position+11K+$438.0M
DIVERSIFY WEALTH MANAGEMENT, LLCNew Position+10K+$403.0M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+6K+$254.0M
ABSOLUTE CAPITAL MANAGEMENT, LLCNew Position+5K+$218.0M
Pinnacle Bancorp, Inc.New Position+4K+$182.0M
CITADEL ADVISORS LLCIncreased+15K+$141.5M
FLAGSTAR ADVISORS INCIncreased+3K+$116.3M
Sigma Planning CorpIncreased+2K+$92.8M
Signature Resources Capital Management, LLCNew Position+200+$8.0M

APUE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-206K-$96.9B
Mariner, LLCDecreased-15K-$3.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-36K-$2.2B
Allworth Financial LPDecreased-909-$626.1M
GOLDMAN SACHS GROUP INCClosed Position-13K-$549.7M
ROYAL BANK OF CANADADecreased-6K-$466.0M
Modern Wealth Management, LLCDecreased-7K-$255.5M
OSAIC HOLDINGS, INC.Decreased-10K-$170.0M
JPMORGAN CHASE & CODecreased-842-$154.0M
IFP Advisors, IncDecreased-895-$63.7M
UBS Group AGDecreased-915-$37.7M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-74-$6.2M
MORGAN STANLEYDecreased-300-$493K
WEDBUSH SECURITIES INCDecreased-545-$334K
HRT FINANCIAL LPDecreased-1K-$311K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1B. Riley Wealth Advisors, Inc.449,076$18.7B0.86%Share
2OSAIC HOLDINGS, INC.436,700$18.0B0.03%Share
3Spire Wealth Management180,907$7.5B0.25%Share
4Envestnet Portfolio Solutions, Inc.26,792,150$1.1B3.92%Share
5CITADEL ADVISORS LLC35,553$1.0B0.00%Share
6ENVESTNET ASSET MANAGEMENT INC22,566,633$940.0M0.28%Share
7Sigma Planning Corp20,991$874.0M0.02%Share
8Modern Wealth Management, LLC19,302$804.0M0.01%Share
9PRINCIPAL FINANCIAL GROUP INC15,264$636.0M0.00%Share
10FLAGSTAR ADVISORS INC12,481$520.0M0.17%Share
11COURIER CAPITAL LLC10,666$444.0M0.02%Share
12FSA WEALTH PARTNERS, INC.10,523$438.0M0.16%Share
13DIVERSIFY WEALTH MANAGEMENT, LLC9,510$403.0M0.02%Share
14SIGNATURE ESTATE & INVESTMENT ADVISORS LLC6,117$254.0M0.01%Share
15Spinnaker Investment Group, LLC5,952$248.0M0.04%Share
16ABSOLUTE CAPITAL MANAGEMENT, LLC5,252$218.0M0.08%Share
17Pinnacle Bancorp, Inc.4,368$182.0M0.05%Share
18LPL Financial LLC2,172,424$90.0M0.02%Share
19PRINCIPAL SECURITIES, INC.1,301,886$54.0M0.83%Share
20ASSETMARK, INC1,038$43.0M0.00%Share
21MML INVESTORS SERVICES, LLC788,836$32.0M0.08%Share
22Modern Wealth Management, LLC457$19.0M0.00%Share
23&PARTNERS400,563$16.0M0.08%Share
24Cetera Investment Advisers293,431$12.0M0.01%Share
25Signature Resources Capital Management, LLC200$8.0M0.00%Share
26WEDBUSH SECURITIES INC81,204$3.0M0.09%Share
27UBS Group AG84$3.0M0.00%Share
28World Investment Advisors93,557$2.2M0.04%Share
29Mariner, LLC59,663$2.0M0.00%Share
30Financial Sense Advisors, Inc.37,639$1.6M0.29%Share
31NewEdge Advisors, LLC29,221$1.0M0.00%Share
32Cambridge Investment Research Advisors, Inc.39,856$1.0M0.00%Share
33Allworth Financial LP14,460$602K0.00%Share
34Merit Financial Group, LLC12,241$510K0.00%Share
35QRG CAPITAL MANAGEMENT, INC.9,696$404K0.00%Share
36MGO ONE SEVEN LLC5,045$210K0.00%Share
37Guidance Point Advisors, LLC4,811$200K0.05%Share
38Merit Financial Group, LLC3,478$144K0.00%Share
39Investors Research Corp1,152$48K0.01%Share
40Signature Equity Partners, LLC58$2K0.00%Share
41ROYAL BANK OF CANADA100$00.00%Share
42ORG Partners LLC144$00.00%Share
43COMMONWEALTH EQUITY SERVICES, LLC22,600$00.00%Share
44ROYAL BANK OF CANADA895$00.00%Share
45Pathstone Holdings, LLC4,865$00.00%Share
46Kestra Advisory Services, LLC13,290$00.00%Share
47ROYAL BANK OF CANADA4,144$00.00%Share
48SUSQUEHANNA INTERNATIONAL GROUP, LLP13,980$00.00%Share
49SUSQUEHANNA INTERNATIONAL GROUP, LLP4,894$00.00%Share
50Smartleaf Asset Management LLC2,142$00.00%Share

APUE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202550$52.6B+19
Q3 202531$174.9B-12
Q2 202543$891.3B+4
Q1 202539$699.0B+1
Q4 202438$54.2T+12
Q3 202426$486.8T+0
Q2 202426$409.5T+10
Q1 202416$130.6T—

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As of Q4 2025, 50 institutional investors hold APUE (ActivePassive U.S. Equity ETF). The largest holder is B. Riley Wealth Advisors, Inc. with $18.7B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own APUE?

As of Q4 2025, 50 institutional investors report holding APUE (ActivePassive U.S. Equity ETF) in their 13F filings.

Who is the largest institutional holder of APUE?

The largest institutional holder of APUE is B. Riley Wealth Advisors, Inc. with $18.7B in shares.

Is institutional ownership of APUE increasing or decreasing?

This quarter, 12 institutions opened new positions in APUE and 1 closed their positions.