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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%
 
            Charting Not Avaliable

  Page 1 of 1  
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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
   NATIONAL ASSET MANAGEMENT, INC. 497 - 2024-03-31 41,731 $1,089,000 -142,288
   LPL FINANCIAL CORP 3529 *New 2024-03-31 19,287 $622,000 19,287
   HIGHTOWER ADVISORS, LLC 2228 - 2024-03-31 15,896 $514,000 -210,866
   COMMONWEALTH EQUITY SERVICES LLC. 3057 *New 2024-03-31 11,264 $364,000 11,264
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2768 - 2024-03-31 8,371 $270,000 -25
   PROEQUITIES INC. 602 - 2024-03-31 7,921 $256,000 1,091
   CITADEL ADVISORS LLC 4366 *New 2024-03-31 7,777 $251,000 7,777
   Sigma Planning Corp 1108 *New 2024-03-31 6,478 $209,000 6,478
   FTB Advisors Inc. 674 - 2024-03-31 3,280 $106,000 0
   COMERICA BANK 3663 *Closed 2024-03-31 0 $0 -1,056
   UBS Group AG 7892 *Closed 2024-03-31 0 $0 -17
  19 Records found
  1    
  Page 1 of 1
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