TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / ACTIVEPASSIVE EQ
Total 13F shares
95,182
Share change
-67,339
Total reported value
$3,379,914
Price per share
$35.51
Number of holders
3
Value change
-$2,389,942
Number of buys
3
Number of sells
1

Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) as of Q4 2025

As of 31 Dec 2025, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE EQ (APIE) was held by 3 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 95,182 shares. The largest 3 holders included Spire Wealth Management, FLAGSTAR ADVISORS INC, and ORG Partners LLC. This page lists 3 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
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.