ETF Holders

Who owns APCB?

Bond

ActivePassive Core Bond ETF · ActivePassive

40 institutions reported holding APCB, worth $1.0B, in Form 13F filings for June 30, 2026.

13F holders
40
Institutional value
$1.0B
Change from prior quarter
+3.9%
+$37.9M, with price moves
New and sold-out firms
8 / 6
25 added, 4 trimmed

Top 10 institutional holders of APCB

FirmLocationValueSharesChange
Envestnet Portfolio Solutions, Inc.Berwyn, PA$455.2M15,469,678+154,020 shares
Envestnet Asset Management Inc.Berwyn, PA$421.2M14,312,035+725,351 shares
LPL Financial LLCFort Mill, SC$36.4M1,237,101+22,696 shares
Principal Securities, Inc.Des Moines, IA$21.3M725,014+65,522 shares
MML Investors Services, LLCSpringfield, MA$14.4M488,149+69,103 shares
Cetera Investment AdvisersSchaumburg, IL$9.3M316,054+106,272 shares
&PartnersNashville, TN$6.3M213,551+10,567 shares
Osaic Holdings, Inc.Scottsdale, AZ$6.3M212,379+5,214 shares
Spire Wealth ManagementMclean, VA$6.0M204,021+29,683 shares
B. Riley Wealth Advisors, Inc.Memphis, TN$5.9M199,369+45,183 shares
30 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns APCB?

40 institutional managers reported holding APCB in Form 13F filings for June 30, 2026, worth $1.0B in total. The largest reported position was held by Envestnet Portfolio Solutions, Inc., at $455.2M.

Did institutions buy or sell APCB last quarter?

Reported 13F value rose 3.9% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 6 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is APCB ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.