ACTIVEPASSIVE INTERM MUNI BD APMU
$25.01
-0.1% 52w: $24.62 – $25.22
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data24.6224.9225.22
Oct 17, 2025 Jul 2, 2026
Institutional holders
24
+1 QoQ
13F value
$244.4M
+8.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns APMU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 5.0M | $124.8M | 0.0% | +15.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 3.1M | $76.9M | 0.4% | -5.6% |
| LPL Financial LLC | Bank broker | 452.2K | $11.3M | 0.0% | +3.3% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 411.8K | $10.3M | 0.2% | +5.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 195.7K | $4.9M | — | New |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 182.2K | $4.5M | 0.0% | +42.7% |
| &PARTNERS | Diversified mechanical | 165.6K | $4.1M | 0.0% | +61.3% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 93.9K | $2.3M | 0.2% | -0.4% |
| Cetera Investment Advisers | Wealth advisor | 80.4K | $2.0M | 0.0% | +47.7% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 43.0K | $1.1M | 0.0% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.8K | $342K | 0.0% | -2.3% |
| RESOLUTE WEALTH ADVISOR, INC. | Wealth advisor | 12.5K | $312K | 0.2% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 11.5K | $286K | 0.0% | -20.9% |
| Financial Sense Advisors, Inc. | Other | 11.4K | $283K | 0.1% | +0.6% |
| Allworth Financial LP | Wealth advisor | 11.2K | $280K | 0.0% | -14.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 8.8K | $220K | 0.0% | -14.7% |
| Spire Wealth Management | Wealth advisor | 6.4K | $159K | 0.0% | -4.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 5.3K | $132K | 0.0% | New |
| BFC Planning, Inc. | — | 4.1K | $102K | 0.0% | +5.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.6K | $91K | 0.0% | New |
| Sound Income Strategies, LLC | Diversified mechanical | 2.0K | $50K | 0.0% | Held |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | — | 521 | $13K | 0.0% | +0.4% |
| UBS Group AG | Bank broker | 313 | $8K | 0.0% | +439.7% |
| MORGAN STANLEY | Bank broker | 1 | $25 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.