Who Owns APUE?
ActivePassive U.S. Equity ETF — Institutional Ownership & 13F Holdings
$44.17
+0.49 (+1.12%)
Market Cap
$2.3B
Shares Outstanding
49,308,919
Institutional Holders
39
Total Inst. Value
$95.9M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
11
Closed Positions
10
Increased
14
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | $35.1M | 1,034 |
| 2 | PRINCIPAL SECURITIES, INC. | $18.6M | 519,300 |
| 3 | MML INVESTORS SERVICES, LLC | $15.0M | 440,754 |
| 4 | Cetera Investment AdvisersNew | $6.3M | 186,860 |
| 5 | Spire Wealth Management | $6.2M | 181,559 |
| 6 | World Investment Advisors | $2.1M | 60,501 |
| 7 | Lion Street Advisors, LLCNew | $1.6M | 47,263 |
| 8 | OSAIC HOLDINGS, INC. | $1.2M | 36,582 |
| 9 | UBS Group AG | $1.1M | 32,474 |
| 10 | Envestnet Portfolio Solutions, Inc. | $944K | 27,793,536 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew | +1K | $35.1M |
| MML INVESTORS SERVICES, LLC | +58K | $15.0M |
| Cetera Investment AdvisersNew | +187K | $6.3M |
| Lion Street Advisors, LLCNew | +47K | $1.6M |
| UBS Group AG | +28K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | -4.4M | $944K |
| OSAIC HOLDINGS, INC. | -154K | $1.2M |
| Mariner, LLC | -57K | $5K |
| LPL Financial LLC | -47K | $27K |
| COMMONWEALTH EQUITY SERVICES, LLC | -17K | $10K |
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Frequently Asked Questions
How many institutional investors hold APUE?
As of Q1 2025, 39 institutional investors report holding APUE (ActivePassive U.S. Equity ETF) in their 13F filings.
Which hedge fund owns the most APUE?
The largest institutional holder of APUE is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $35.1M in shares.
Are institutions buying or selling APUE?
This quarter, 11 institutions opened new positions in APUE and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.