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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. 15 - 2023-12-31 11,922,116 $346,814,000 5,782,070
   ENVESTNET ASSET MANAGEMENT INC 685 - 2023-12-31 1,426,423 $41,495,000 746,920
   Atria Wealth Solutions Inc. 41 - 2023-12-31 1,111,005 $32,429,000 -310,381
   HIGHTOWER ADVISORS, LLC 844 - 2023-12-31 226,762 $6,594,000 28,148
   NATIONAL ASSET MANAGEMENT, INC. 163 - 2023-12-31 184,019 $5,353,000 142,288
   LINCOLN NATIONAL CORP - 2024-03-31 99,526 $3,212,000 82,997
   PUPLAVA FINANCIAL SERVICES INC 49 - 2024-03-31 39,571 $1,277,000 25,470
   Advisor Group Holdings Inc. 2275 - 2023-12-31 43,080 $1,253,000 40,488
   PRINCIPAL SECURITIES INC. 576 - 2023-12-31 17,834 $519,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3057 *New 2024-03-31 11,264 $364,000 11,264
   MML INVESTORS SERVICES LLC 2028 *New 2023-12-31 10,429 $303,000 10,429
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2768 - 2024-03-31 8,371 $270,000 -25
   PROEQUITIES INC. - 2024-03-31 7,921 $256,000 1,091
   Sigma Planning Corp *New 2024-03-31 6,478 $209,000 6,478
   FTB Advisors Inc. 674 - 2024-03-31 3,280 $106,000 0
   COMERICA BANK 2830 - 2023-12-31 1,056 $31,000 0
   UBS Group AG 7532 - 2023-12-31 17 $0 -4,984
  17 Records found
  1    
  Page 1 of 1
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