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

50 institutions reported holding $1.14B of ACTIVEPASSIVE (APIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($512.9M), Envestnet Portfolio Solutions, Inc. ($471.1M), LPL Financial LLC ($41.1M), PRINCIPAL SECURITIES, INC. ($29.3M), MML INVESTORS SERVICES, LLC ($18.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$512.9M	13.2M	Added
2	Envestnet Portfolio Solutions, Inc.	$471.1M	12.2M	Added
3	LPL Financial LLC	$41.1M	1.1M	Added
4	PRINCIPAL SECURITIES, INC.	$29.3M	756,249	Added
5	MML INVESTORS SERVICES, LLC	$18.4M	474,951	Added
6	B. Riley Wealth Advisors, Inc.	$9.7M	252,940	Added
7	Cetera Investment Advisers	$9.6M	247,724	Added
8	&PARTNERS	$9.1M	231,306	Added
9	OSAIC HOLDINGS, INC.	$8.3M	214,856	Trimmed
10	PARK AVENUE SECURITIES LLC	$6.4M	164,507	New
11	RESOLUTE WEALTH ADVISOR, INC.	$4.7M	132,128	Hold
12	Spire Wealth Management	$3.7M	94,332	Added
13	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.1M	53,615	Added
14	Farther Finance Advisors, LLC	$2.1M	53,283	Trimmed
15	WEDBUSH SECURITIES INC	$1.8M	45,684	Added
16	World Investment Advisors	$1.6M	44,843	Trimmed
17	HRT FINANCIAL LP	$888,000	22,925	New
18	Cambridge Investment Research Advisors, Inc.	$786,000	20,287	Trimmed
19	Mariner, LLC	$714,696	18,439	Trimmed
20	Founders Financial Alliance, LLC	$711,208	18,349	New
21	COMMONWEALTH EQUITY SERVICES, LLC	$709,870	18,315	Added
22	JANE STREET GROUP, LLC	$703,416	18,148	Added
23	Financial Sense Advisors, Inc.	$698,805	18,029	Trimmed
24	PRINCIPAL FINANCIAL GROUP INC	$689,734	17,795	Trimmed
25	NewEdge Advisors, LLC	$622,486	16,060	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30