ETF Holders

Who owns APIE?

International

ActivePassive International Equity ETF · ActivePassive

45 institutions reported holding APIE, worth $1.1B, in Form 13F filings for June 30, 2026.

13F holders
45
Institutional value
$1.1B
Change from prior quarter
+14.4%
+$143.7M, with price moves
New and sold-out firms
9 / 6
19 added, 10 trimmed

Top 10 institutional holders of APIE

FirmLocationValueSharesChange
Envestnet Asset Management Inc.Berwyn, PA$512.9M13,231,884+666,448 shares
Envestnet Portfolio Solutions, Inc.Berwyn, PA$471.1M12,154,559+6,569 shares
LPL Financial LLCFort Mill, SC$41.1M1,060,478+58,766 shares
Principal Securities, Inc.Des Moines, IA$29.3M756,249+61,353 shares
MML Investors Services, LLCSpringfield, MA$18.4M474,951+35,187 shares
B. Riley Wealth Advisors, Inc.Memphis, TN$9.7M252,940+41,467 shares
Cetera Investment AdvisersSchaumburg, IL$9.6M247,724+81,626 shares
&PartnersNashville, TN$9.1M231,306+2,745 shares
Osaic Holdings, Inc.Scottsdale, AZ$8.3M214,856−361 shares
Park Avenue Securities LLCNew York, NY$6.4M164,507New position
35 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 APIE?

45 institutional managers reported holding APIE in Form 13F filings for June 30, 2026, worth $1.1B in total. The largest reported position was held by Envestnet Asset Management Inc., at $512.9M.

Did institutions buy or sell APIE last quarter?

Reported 13F value rose 14.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 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 APIE 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.