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APMU · ActivePassive Intermediate Municipal Bond ETF ETF

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$24.61 -0.01 (-0.02%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 22
Total Value: $244,303,999
Total Shares: 9,815,348

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 22 13F filers · Δ vs Dec 31, 2025
Top Holder
51.1%
Jun 2023 → Mar 2026 · range 44.9% – 86.8%
+2.7 pts
Top 5
93.4%
Jun 2023 → Mar 2026 · range 93.4% – 100.0%
−2.2 pts
Top 10
99.1%
Jun 2023 → Mar 2026 · range 98.5% – 100.0%
+0.1 pts
HHI
3,651
Jun 2023 → Mar 2026 · range 3,651 – 7,608
Highly concentrated−71

Quarterly Activity

vs Dec 31, 2025
New
4
Increased
9
Decreased
7
Sold Out
3
Unchanged
2
Holder count: +1
Institutional value: +8.6%
Shares held: +9.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
ENVESTNET ASSET MANAGEMENT INC +672,972 5,013,814
&PARTNERS +62,921 165,646
MML INVESTORS SERVICES, LLC +54,500 182,239
Cetera Investment Advisers +25,967 80,366
PRINCIPAL SECURITIES, INC. +20,857 411,841

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Envestnet Portfolio Solutions, Inc. −183,671 3,089,868
SUSQUEHANNA INTERNATIONAL GROUP, LLP −3,036 11,477
Allworth Financial LP −1,842 11,236
OSAIC HOLDINGS, INC. −1,521 8,839
B. Riley Wealth Advisors, Inc. −381 93,857

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
PARK AVENUE SECURITIES LLC 195,719 $4,871,445
RESOLUTE WEALTH ADVISOR, INC. 12,517 $311,548
Farther Finance Advisors, LLC 5,325 $132,539
PNC FINANCIAL SERVICES GROUP, INC. 3,637 $90,524

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 19,334 $485,090
GOLDMAN SACHS GROUP INC 11,942 $299,624
ROYAL BANK OF CANADA 1,169 $29,330
Filter: New 4 Increased 9 Reduced 7 Sold out 3 Unchanged 2
Showing 22 of 22
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
ENVESTNET ASSET MANAGEMENT INC APMU $124,793,830 51.08% 5,013,814
Envestnet Portfolio Solutions, Inc. APMU $76,906,814 31.48% 3,089,868
LPL Financial LLC APMU $11,254,859 4.61% 452,184
PRINCIPAL SECURITIES, INC. APMU $10,250,722 4.20% 411,841
PARK AVENUE SECURITIES LLC APMU $4,871,445 1.99% 195,719
MML INVESTORS SERVICES, LLC APMU $4,535,928 1.86% 182,239
&PARTNERS APMU $4,122,928 1.69% 165,646
B. Riley Wealth Advisors, Inc. APMU $2,336,100 0.96% 93,857
Cetera Investment Advisers APMU $2,000,309 0.82% 80,366
PRINCIPAL FINANCIAL GROUP INC APMU $1,070,120 0.44% 42,994
COMMONWEALTH EQUITY SERVICES, LLC APMU $342,237 0.14% 13,750
RESOLUTE WEALTH ADVISOR, INC. APMU $311,548 0.13% 12,517
SUSQUEHANNA INTERNATIONAL GROUP, LLP APMU $285,662 0.12% 11,477
Financial Sense Advisors, Inc. APMU $282,576 0.12% 11,353
Allworth Financial LP APMU $279,664 0.11% 11,236
OSAIC HOLDINGS, INC. APMU $220,002 0.09% 8,839
Spire Wealth Management APMU $158,773 0.06% 6,379
Farther Finance Advisors, LLC APMU $132,539 0.05% 5,325
PNC FINANCIAL SERVICES GROUP, INC. APMU $90,524 0.04% 3,637
Sound Income Strategies, LLC APMU $49,605 0.02% 1,993
UBS Group AG APMU $7,790 0.00% 313
MORGAN STANLEY APMU $24 0.00% 1