Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / ACTIVEPASSIVE MN
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Number of holders
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15
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Total 13F shares, excl. options
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5.72M
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Shares change
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+2.63M
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Total reported value, excl. options
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$141M
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Value change
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+$64.7M
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Number of buys
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15
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Number of sells
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-1
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Price
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$24.61
Significant Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE MN (APMU) as of Q2 2024
16 filings reported holding APMU - TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE MN as of Q2 2024.
TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE MN (APMU) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.72M shares
.
Largest 10 shareholders include Envestnet Portfolio Solutions, Inc. (3.59M shares), ENVESTNET ASSET MANAGEMENT INC (1.62M shares), Atria Wealth Solutions, Inc. (180K shares), LPL Financial LLC (71.7K shares), JANE STREET GROUP, LLC (66.9K shares), B. Riley Wealth Advisors, Inc. (55.6K shares), PRINCIPAL SECURITIES, INC. (37.4K shares), MML INVESTORS SERVICES, LLC (34.7K shares), OSAIC HOLDINGS, INC. (25.6K shares), and Financial Sense Advisors, Inc. (14K shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.