Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ACTIVEPASSIVE EQ
-
Total 13F shares
-
27,373,056
-
Share change
-
-2,778,731
-
Total reported value
-
$971,507,234
-
Price per share
-
$35.49
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Number of holders
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39
-
Value change
-
-$98,449,347
-
Number of buys
-
15
-
Number of sells
-
28
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) as of Q3 2025
As of 30 Sep 2025 TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) had 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 27,373,056 shares of stock of the company.
Largest 10 holders included Envestnet Portfolio Solutions, Inc., ENVESTNET ASSET MANAGEMENT INC, LPL Financial LLC, PRINCIPAL SECURITIES, INC., MML INVESTORS SERVICES, LLC, OSAIC HOLDINGS, INC., B. Riley Wealth Advisors, Inc., SUSQUEHANNA INTERNATIONAL GROUP, LLP, COMMONWEALTH EQUITY SERVICES, LLC, and &PARTNERS.
This table shows 39 institutional shareholders of the security as of 30 Sep 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.