Who Owns ACTIVEPASSIVE (APCB)? -- Institutional Holders (2026-06-30)

45 institutions reported holding $1.01B of ACTIVEPASSIVE (APCB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Envestnet Portfolio Solutions, Inc. ($455.2M), ENVESTNET ASSET MANAGEMENT INC ($421.2M), LPL Financial LLC ($36.4M), PRINCIPAL SECURITIES, INC. ($21.3M), MML INVESTORS SERVICES, LLC ($14.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Envestnet Portfolio Solutions, Inc.$455.2M15.5MAdded
2ENVESTNET ASSET MANAGEMENT INC$421.2M14.3MAdded
3LPL Financial LLC$36.4M1.2MAdded
4PRINCIPAL SECURITIES, INC.$21.3M725,014Added
5MML INVESTORS SERVICES, LLC$14.4M488,149Added
6Cetera Investment Advisers$9.3M316,054Added
7&PARTNERS$6.3M213,551Added
8OSAIC HOLDINGS, INC.$6.3M212,379Added
9Spire Wealth Management$6.0M204,021Added
10B. Riley Wealth Advisors, Inc.$5.9M199,369Added
11RESOLUTE WEALTH ADVISOR, INC.$4.5M152,046Hold
12PARK AVENUE SECURITIES LLC$2.8M94,627Added
13World Investment Advisors$2.5M85,608Added
14WEDBUSH SECURITIES INC$2.3M76,856Added
15Farther Finance Advisors, LLC$2.0M68,962Trimmed
16CITADEL ADVISORS LLC$1.9M64,182Added
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M47,356Added
18JANE STREET GROUP, LLC$665,49622,615Trimmed
19Financial Sense Advisors, Inc.$646,81021,980Added
20Mariner, LLC$623,62121,192Trimmed
21Capital Asset Managemnet, LLC$572,29419,448Added
22Cambridge Investment Research Advisors, Inc.$476,00016,177Trimmed
23Diversify Advisory Services, LLC$380,82313,125New
24DIVERSIFY WEALTH MANAGEMENT, LLC$380,82313,125Added
25COMMONWEALTH EQUITY SERVICES, LLC$301,59010,249Added

Source: SEC Form 13F filings · as of 2026-06-30