ACTIVEPASSIVE INTL EQTY ETF APIE
$38.53
+0.9% 52w: $30.72 – $38.98
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data30.7234.8538.98
Jun 20, 2025 Jul 2, 2026
Institutional holders
42
+1 QoQ
13F value
$998.1M
-1.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns APIE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.6M | $442.9M | 0.1% | +8.1% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 12.1M | $428.2M | 2.4% | -9.1% |
| LPL Financial LLC | Bank broker | 1.0M | $35.3M | 0.0% | -10.4% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 694.9K | $24.5M | 0.4% | +4.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 439.8K | $15.5M | 0.0% | +5.3% |
| &PARTNERS | Diversified mechanical | 228.6K | $8.1M | 0.0% | +6.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 215.2K | $7.6M | 0.0% | -14.8% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 211.5K | $7.2M | 0.5% | -5.1% |
| Cetera Investment Advisers | Wealth advisor | 166.1K | $5.9M | 0.0% | +10.9% |
| RESOLUTE WEALTH ADVISOR, INC. | Wealth advisor | 132.1K | $4.7M | 2.7% | — |
| Spire Wealth Management | Wealth advisor | 82.1K | $2.9M | 0.1% | -7.7% |
| Farther Finance Advisors, LLC | Wealth advisor | 56.4K | $2.0M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 55.0K | $1.9M | 0.0% | +119.2% |
| World Investment Advisors | Wealth advisor | 45.4K | $1.6M | 0.0% | -1.2% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 45.1K | $1.6M | 0.0% | +12.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 35.9K | $1.3M | 0.0% | -69.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 21.1K | $742K | 0.0% | -0.2% |
| Mariner, LLC | Diversified mechanical | 20.4K | $721K | 0.0% | -42.2% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 18.7K | $659K | 0.0% | +2.0% |
| Financial Sense Advisors, Inc. | Other | 18.3K | $644K | 0.1% | -2.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 17.9K | $630K | 0.0% | +4.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 16.1K | $566K | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 14.0K | $495K | 0.0% | +60.1% |
| Sigma Planning Corp | Wealth advisor | 12.2K | $429K | 0.0% | +19.9% |
| JANE STREET GROUP, LLC | Market maker | 8.7K | $307K | 0.0% | New |
| QRG CAPITAL MANAGEMENT, INC. | Diversified mechanical | 7.2K | $255K | 0.0% | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 6.6K | $243K | 0.0% | +21.2% |
| Capital Asset Managemnet, LLC | Wealth advisor | 6.4K | $226K | 0.3% | -0.2% |
| ASSETMARK, INC | Wealth advisor | 5.9K | $208K | 0.0% | +2525.3% |
| FSA WEALTH PARTNERS, INC. | Wealth advisor | 5.9K | $208K | 0.1% | New |
| Allworth Financial LP | Wealth advisor | 4.8K | $171K | 0.0% | -6.0% |
| MORGAN STANLEY | Bank broker | 2.9K | $103K | 0.0% | Held |
| Pinnacle Bancorp, Inc. | Other | 2.1K | $75K | 0.0% | Held |
| Pioneer Family Office, LLC | Wealth advisor | 1.9K | $67K | 0.0% | Held |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.8K | $64K | 0.0% | +4566.7% |
| MAI Capital Management | Wealth advisor | 1.2K | $41K | 0.0% | New |
| Wellington Grp LLC | Wealth advisor | 821 | $29K | 0.0% | New |
| UBS Group AG | Bank broker | 815 | $29K | 0.0% | +305.5% |
| Signature Resources Capital Management, LLC | Wealth advisor | 464 | $16K | 0.0% | +398.9% |
| IFP Advisors, Inc | Wealth advisor | 301 | $11K | 0.0% | Held |
| Ascentis Independent Advisors | Other | 67 | $2K | 0.0% | New |
| Signature Equity Partners, LLC | Wealth advisor | 28 | $987 | 0.0% | Held |
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