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APCB · ActivePassive Core Bond ETF · Holdings ETF

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$28.10 -0.04 (-0.14%)
Volume · Oct 2 48.13K Avg daily vol (3M) 104.18K

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 39
Total Value: $1,005,259,639
Total Shares: 34,161,133

Institutional Ownership Trend

13 quarters

Holder Concentration

Across 39 13F filers · Δ vs Mar 31, 2026
Top Holder
45.3%
Sep 2023 → Jun 2026 · range 45.3% – 80.1%
−1.3 pts
Top 5
94.4%
Sep 2023 → Jun 2026 · range 94.4% – 99.7%
−0.6 pts
Top 10
97.7%
Sep 2023 → Jun 2026 · range 97.5% – 100.0%
−0.1 pts
HHI
3,828
Sep 2023 → Jun 2026 · range 3,828 – 6,579
Highly concentrated−74

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
25
Decreased
4
Sold Out
6
Unchanged
4
Holder count: 0
Institutional value: +3.9%
Shares held: +3.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
ENVESTNET ASSET MANAGEMENT INC +725,351 14,312,035
Envestnet Portfolio Solutions, Inc. +154,020 15,469,678
Cetera Investment Advisers +106,272 316,054
MML INVESTORS SERVICES, LLC +69,103 488,149
PRINCIPAL SECURITIES, INC. +65,522 725,014

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
JANE STREET GROUP, LLC −21,051 22,615
Farther Finance Advisors, LLC −3,950 68,962
Mariner, LLC −1,751 21,192
Cambridge Investment Research Advisors, Inc. −1,725 16,177

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Diversify Advisory Services, LLC 13,125 $386,229
FSA WEALTH PARTNERS, INC. 9,959 $293,063
Founders Financial Alliance, LLC 8,634 $254,072
HARBOR INVESTMENT ADVISORY, LLC 3,171 $93,313
Golden State Wealth Management, LLC 818 $24,071

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
FLOW TRADERS U.S. LLC 9,526 $280,540
ASSETMARK, INC 8,432 $248,322
Allworth Financial LP 3,081 $90,735
MAI Capital Management 1,296 $38,167
Wellington Grp LLC 1,282 $37,754
Filter: New 6 Increased 25 Reduced 4 Sold out 6 Unchanged 4
Showing 39 of 39
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Envestnet Portfolio Solutions, Inc. $455,226,214 45.28% 15,469,678
ENVESTNET ASSET MANAGEMENT INC $421,160,253 41.90% 14,312,035
LPL Financial LLC $36,404,171 3.62% 1,237,101
PRINCIPAL SECURITIES, INC. $21,334,986 2.12% 725,014
MML INVESTORS SERVICES, LLC $14,364,760 1.43% 488,149
Cetera Investment Advisers $9,300,521 0.93% 316,054
&PARTNERS $6,284,165 0.63% 213,551
OSAIC HOLDINGS, INC. $6,249,676 0.62% 212,379
Spire Wealth Management $6,003,725 0.60% 204,021
B. Riley Wealth Advisors, Inc. $5,866,831 0.58% 199,369
RESOLUTE WEALTH ADVISOR, INC. $4,474,257 0.45% 152,046
PARK AVENUE SECURITIES LLC $2,784,588 0.28% 94,627
World Investment Advisors $2,519,186 0.25% 85,608
WEDBUSH SECURITIES INC $2,261,641 0.22% 76,856
Farther Finance Advisors, LLC $2,029,344 0.20% 68,962
CITADEL ADVISORS LLC $1,888,683 0.19% 64,182
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,393,545 0.14% 47,356
JANE STREET GROUP, LLC $665,491 0.07% 22,615
Financial Sense Advisors, Inc. $646,805 0.06% 21,980
Mariner, LLC $623,616 0.06% 21,192
Capital Asset Managemnet, LLC $572,296 0.06% 19,448
Cambridge Investment Research Advisors, Inc. $476,040 0.05% 16,177
Diversify Advisory Services, LLC $386,229 0.04% 13,125
DIVERSIFY WEALTH MANAGEMENT, LLC $386,229 0.04% 13,125
COMMONWEALTH EQUITY SERVICES, LLC $301,597 0.03% 10,249
Pathstone Holdings, LLC $297,565 0.03% 10,112
FSA WEALTH PARTNERS, INC. $293,063 0.03% 9,959
NewEdge Advisors, LLC $273,259 0.03% 9,286
Founders Financial Alliance, LLC $254,072 0.03% 8,634
Pioneer Family Office, LLC $115,942 0.01% 3,940
Pinnacle Bancorp, Inc. $114,941 0.01% 3,906
HARBOR INVESTMENT ADVISORY, LLC $93,313 0.01% 3,171
PNC FINANCIAL SERVICES GROUP, INC. $92,106 0.01% 3,130
IFP Advisors, Inc $42,816 0.00% 1,455
MORGAN STANLEY $36,665 0.00% 1,246
Golden State Wealth Management, LLC $24,071 0.00% 818
ACTION POINT FINANCIAL PLANNING, LLC $7,002 0.00% 238
Signature Resources Capital Management, LLC $6,591 0.00% 224
Signature Equity Partners, LLC $3,384 0.00% 115