Who Owns ACTIVEPASSIVE (APUE)? -- Institutional Holders (2026-06-30)

66 institutions reported holding $2.72B of ACTIVEPASSIVE (APUE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.22B), Envestnet Portfolio Solutions, Inc. ($1.14B), LPL Financial LLC ($95.3M), PRINCIPAL SECURITIES, INC. ($68.6M), MML INVESTORS SERVICES, LLC ($42.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$1.22B	26.3M	Added
2	Envestnet Portfolio Solutions, Inc.	$1.14B	24.7M	Trimmed
3	LPL Financial LLC	$95.3M	2.1M	Added
4	PRINCIPAL SECURITIES, INC.	$68.6M	1.5M	Added
5	MML INVESTORS SERVICES, LLC	$42.6M	921,857	Added
6	B. Riley Wealth Advisors, Inc.	$23.4M	510,969	Added
7	Cetera Investment Advisers	$22.4M	485,560	Added
8	&PARTNERS	$20.6M	440,357	Trimmed
9	OSAIC HOLDINGS, INC.	$18.7M	404,246	Added
10	PARK AVENUE SECURITIES LLC	$15.1M	327,312	New
11	RESOLUTE WEALTH ADVISOR, INC.	$10.9M	271,164	Hold
12	Spire Wealth Management	$8.8M	190,401	Added
13	Farther Finance Advisors, LLC	$5.3M	115,006	Trimmed
14	WEDBUSH SECURITIES INC	$4.3M	92,140	Added
15	World Investment Advisors	$3.8M	89,234	Trimmed
16	CITADEL ADVISORS LLC	$1.9M	42,012	Added
17	Cambridge Investment Research Advisors, Inc.	$1.8M	38,034	Trimmed
18	Founders Financial Alliance, LLC	$1.7M	37,229	New
19	Financial Sense Advisors, Inc.	$1.7M	36,205	Trimmed
20	NewEdge Advisors, LLC	$1.4M	29,221	Hold
21	Mariner, LLC	$1.3M	27,747	Trimmed
22	COMMONWEALTH EQUITY SERVICES, LLC	$1.2M	25,935	Added
23	Sigma Planning Corp	$1.0M	22,118	Added
24	MORGAN STANLEY	$1.0M	22,090	Trimmed
25	Diversify Advisory Services, LLC	$924,371	20,243	New

Source: SEC Form 13F filings · as of 2026-06-30