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Get Institutions for : 
Activepassive Us Equity Etf (APUE)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    4
Total shares held : 
14,807,858  
% of shares held : 
16.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
6,335,952  
% of shares held change : 
  7.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 49,455
 0.33%
 
Increased Positions :
5
 6,601,862
 44.58%
 
Unchanged Positions :
3
 22,170
 0.15%
 
Decreased Positions :
2
-315,365
-2.13%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Envestnet Portfolio Solutions Inc. 10 - 2024-03-31 16,127,747 $520,442,000 4,205,631
   ENVESTNET ASSET MANAGEMENT INC 467 - 2024-03-31 2,772,976 $89,484,000 1,346,553
   Atria Wealth Solutions Inc. 36 - 2024-03-31 1,164,399 $37,575,000 53,394
   MML INVESTORS SERVICES LLC 824 - 2024-03-31 100,610 $3,247,000 90,181
   LINCOLN NATIONAL CORP 232 - 2024-03-31 99,526 $3,212,000 82,997
   PRINCIPAL SECURITIES INC. 241 - 2024-03-31 76,694 $2,475,000 58,860
   Advisor Group Holdings Inc. 1765 - 2024-03-31 56,394 $1,820,000 13,314
   PUPLAVA FINANCIAL SERVICES INC 49 - 2024-03-31 39,571 $1,277,000 25,470
   PROEQUITIES INC. 602 - 2024-03-31 7,921 $256,000 1,091

  9 Records found
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