Who owns APMU?
ActivePassive Intermediate Municipal Bond ETF · ActivePassive
24 institutions reported holding APMU, worth $266.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of APMU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $137.2M | 5,478,699 | +464,885 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $80.4M | 3,210,089 | +120,221 shares |
| Principal Securities, Inc. | Des Moines, IA | $11.7M | 468,687 | +56,846 shares |
| LPL Financial LLC | Fort Mill, SC | $10.8M | 430,092 | −22,092 shares |
| MML Investors Services, LLC | Springfield, MA | $6.1M | 242,342 | +60,103 shares |
| Park Avenue Securities LLC | New York, NY | $5.2M | 207,484 | +11,765 shares |
| &Partners | Nashville, TN | $4.6M | 185,158 | +19,512 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.6M | 145,249 | +64,883 shares |
| B. Riley Wealth Advisors, Inc. | Memphis, TN | $2.4M | 97,585 | +3,728 shares |
| Jane Street Group, LLC | New York, NY | $1.2M | 49,518 | New position |
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 APMU?
24 institutional managers reported holding APMU in Form 13F filings for June 30, 2026, worth $266.7M in total. The largest reported position was held by Envestnet Asset Management Inc., at $137.2M.
Did institutions buy or sell APMU last quarter?
Reported 13F value rose 9.2% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 2 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 APMU 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.