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Activepassive US Equity ETF (APUE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,970,552 from 2,063,015
Change-92,463 (-4%)
Value$92.6M (-$2.7M)
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED
Shares520,995 from 510,969
Change+10,026 (+2%)
Value$24.5M (+$1.0M)
Filed 2026-10-13
Park Avenue Securities LLC
INCREASED
Shares377,979 from 327,312
Change+50,667 (+15%)
Value$17.8K (-$15.1M)
Filed 2026-10-26
Spire Wealth Management
DECREASED
Shares176,285 from 190,401
Change-14,116 (-7%)
Value$8.3M (-$514.7K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares111,375 from 115,006
Change-3,631 (-3%)
Value$5.2M (-$80.9K)
Filed 2026-10-08
Wedbush Securities Inc
DECREASED
Shares85,392 from 92,140
Change-6,748 (-7%)
Value$4.0K (-$4.3M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares40,178 from 38,034
Change+2,144 (+6%)
Value$1.9K (-$1.8M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares25,860 from 25,935
Change-75 (0%)
Value$1.2M (+$16.7K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares21,124 from 20,243
Change+881 (+4%)
Value$1.0M (+$80.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares21,124 from 20,243
Change+881 (+4%)
Value$1.0M (+$80.7K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares20,958 from 22,118
Change-1,160 (-5%)
Value$984.6K (-$37.2K)
Filed 2026-10-23
Kestra Advisory Services, LLC
NEW
Shares20,115
Change+20,115
Value$945.0K
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares17,695 from 17,723
Change-28 (0%)
Value$831.3K (+$12.5K)
Filed 2026-10-21
FSA Wealth Partners, Inc.
DECREASED
Shares17,060 from 17,114
Change-54 (0%)
Value$801.5K (+$10.8K)
Filed 2026-10-26
Principal Financial Group Inc
UNCHANGED
Shares15,037 from 15,037
Change0 (0%)
Value$706.4K (+$11.7K)
Filed 2026-11-02
Bank of New York Mellon Corp
NEW
Shares12,317
Change+12,317
Value$578.7K
Filed 2026-11-05
Allworth Financial LP
UNCHANGED
Shares11,499 from 11,499
Change0 (0%)
Value$531.3K ($0)
Filed 2026-11-06
Merit Financial Group, LLC
DECREASED
Shares11,154 from 12,658
Change-1,504 (-12%)
Value$524.0K (-$60.8K)
Filed 2026-11-06
Courier Capital LLC
UNCHANGED
Shares10,666 from 10,666
Change0 (0%)
Value$501.1K (+$8.3K)
Filed 2026-10-19
Flagstar Securities, Inc
DECREASED
Shares9,551 from 10,058
Change-507 (-5%)
Value$448.7K (-$16.0K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares7,063 from 7,073
Change-10 (0%)
Value$331.8K (+$5.0K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares6,765 from 6,567
Change+198 (+3%)
Value$317.8K (+$14.4K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares6,285 from 6,190
Change+95 (+2%)
Value$295.3K (+$9.3K)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares6,182 from 2,370
Change+3,812 (+161%)
Value$290.4K (+$180.9K)
Filed 2026-11-06
Pinnacle Bancorp, Inc.
DECREASED
Shares5,816 from 6,001
Change-185 (-3%)
Value$273.2K (-$4.0K)
Filed 2026-10-21
MGO One Seven LLC
UNCHANGED
Shares5,045 from 5,045
Change0 (0%)
Value$237.0K (+$3.9K)
Filed 2026-10-28
Absolute Capital Management, LLC
DECREASED
Shares4,927 from 5,252
Change-325 (-6%)
Value$231.5K (-$11.2K)
Filed 2026-10-16
Truist Financial Corp
UNCHANGED
Shares4,905 from 4,905
Change0 (0%)
Value$230.4K (+$3.8K)
Filed 2026-10-30
Spinnaker Investment Group, LLC
DECREASED
Shares4,760 from 4,865
Change-105 (-2%)
Value$223.6K (-$1.1K)
Filed 2026-10-13
Simplicity Wealth,LLC
NEW
Shares4,543
Change+4,543
Value$213.4K
Filed 2026-10-23
Pioneer Family Office, LLC
UNCHANGED
Shares4,045 from 4,045
Change0 (0%)
Value$190.0K (+$3.2K)
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares3,086 from 58
Change+3,028 (+5221%)
Value$145.0K (+$142.3K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED
Shares947 from 947
Change0 (0%)
Value$44.5K (+$739)
Filed 2026-10-16
Trust Co of Vermont
NEW
Shares708
Change+708
Value$33.3K
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares567 from 589
Change-22 (-4%)
Value$26.6K (-$574)
Filed 2026-10-16
Investors Research Corp
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$20.3K (+$337)
Filed 2026-10-07
Ascentis Independent Advisors
NEW
Shares144
Change+144
Value$6.8K
Filed 2026-11-03
Retirement Wealth Solutions LLC
NEW
Shares126
Change+126
Value$5.9K
Filed 2026-10-07
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 3,809
Change-3,809 (-100%)
Value$0 (-$176.0K)
Filed 2026-10-13
Wellington Grp LLC
CLOSED
Shares0 from 1,675
Change-1,675 (-100%)
Value$0 (-$67.1K)
Filed 2026-11-06
Golden State Wealth Management, LLC
CLOSED
Shares0 from 1,286
Change-1,286 (-100%)
Value$0 (-$59.4K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 26,302,868
Change-26,302,868 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 24,743,201
Change-24,743,201 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 1,483,929
Change-1,483,929 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 921,857
Change-921,857 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 485,560
Change-485,560 (-100%)
Value—
&partners
N/A
Shares— from 440,357
Change-440,357 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 404,246
Change-404,246 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 271,164
Change-271,164 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 93,002
Change-93,002 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 89,234
Change-89,234 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 76,081
Change-76,081 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 42,012
Change-42,012 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 37,229
Change-37,229 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 36,205
Change-36,205 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 29,221
Change-29,221 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,747
Change-27,747 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 22,090
Change-22,090 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 16,879
Change-16,879 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 14,064
Change-14,064 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,363
Change-13,363 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 12,885
Change-12,885 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,846
Change-4,846 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,029
Change-3,029 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 648
Change-648 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 436
Change-436 (-100%)
Value—
UBS Group AG
N/A
Shares— from 432
Change-432 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,970,5522,063,015-92,463-4%$95.3M$92.6M-$2.7M2026-11-06
B. Riley Wealth Advisors, Inc.
INCREASED520,995510,969+10,026+2%$23.4M$24.5M+$1.0M2026-10-13
Park Avenue Securities LLC
INCREASED377,979327,312+50,667+15%$15.1M$17.8K-$15.1M2026-10-26
Spire Wealth Management
DECREASED176,285190,401-14,116-7%$8.8M$8.3M-$514.7K2026-10-30
Farther Finance Advisors, LLC
DECREASED111,375115,006-3,631-3%$5.3M$5.2M-$80.9K2026-10-08
Wedbush Securities Inc
DECREASED85,39292,140-6,748-7%$4.3M$4.0K-$4.3M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED40,17838,034+2,144+6%$1.8M$1.9K-$1.8M2026-11-02
Commonwealth Equity Services, LLC
DECREASED25,86025,935-750%$1.2M$1.2M+$16.7K2026-11-02
Diversify Advisory Services, LLC
INCREASED21,12420,243+881+4%$924.4K$1.0M+$80.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED21,12420,243+881+4%$924.4K$1.0M+$80.7K2026-10-20
Sigma Planning Corp
DECREASED20,95822,118-1,160-5%$1.0M$984.6K-$37.2K2026-10-23
Kestra Advisory Services, LLC
NEW20,115—+20,115——$945.0K—2026-11-02
Assetmark, Inc
DECREASED17,69517,723-280%$818.8K$831.3K+$12.5K2026-10-21
FSA Wealth Partners, Inc.
DECREASED17,06017,114-540%$790.7K$801.5K+$10.8K2026-10-26
Principal Financial Group Inc
UNCHANGED15,03715,03700%$694.7K$706.4K+$11.7K2026-11-02
Bank of New York Mellon Corp
NEW12,317—+12,317——$578.7K—2026-11-05
Allworth Financial LP
UNCHANGED11,49911,49900%$531.3K$531.3K$02026-11-06
Merit Financial Group, LLC
DECREASED11,15412,658-1,504-12%$584.8K$524.0K-$60.8K2026-11-06
Courier Capital LLC
UNCHANGED10,66610,66600%$492.8K$501.1K+$8.3K2026-10-19
Flagstar Securities, Inc
DECREASED9,55110,058-507-5%$464.7K$448.7K-$16.0K2026-10-15
Independent Financial Group, LLC
DECREASED7,0637,073-100%$326.8K$331.8K+$5.0K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED6,7656,567+198+3%$303.4K$317.8K+$14.4K2026-10-13
Brookstone Capital Management
INCREASED6,2856,190+95+2%$286.0K$295.3K+$9.3K2026-10-22
PNC Financial Services Group, Inc.
INCREASED6,1822,370+3,812+161%$109.5K$290.4K+$180.9K2026-11-06
Pinnacle Bancorp, Inc.
DECREASED5,8166,001-185-3%$277.2K$273.2K-$4.0K2026-10-21
MGO One Seven LLC
UNCHANGED5,0455,04500%$233.1K$237.0K+$3.9K2026-10-28
Absolute Capital Management, LLC
DECREASED4,9275,252-325-6%$242.6K$231.5K-$11.2K2026-10-16
Truist Financial Corp
UNCHANGED4,9054,90500%$226.6K$230.4K+$3.8K2026-10-30
Spinnaker Investment Group, LLC
DECREASED4,7604,865-105-2%$224.8K$223.6K-$1.1K2026-10-13
Simplicity Wealth,LLC
NEW4,543—+4,543——$213.4K—2026-10-23
Pioneer Family Office, LLC
UNCHANGED4,0454,04500%$186.9K$190.0K+$3.2K2026-10-30
Signature Equity Partners, LLC
INCREASED3,08658+3,028+5221%$2.7K$145.0K+$142.3K2026-10-29
Signature Resources Capital Management, LLC
UNCHANGED94794700%$43.8K$44.5K+$7392026-10-16
Trust Co of Vermont
NEW708—+708——$33.3K—2026-10-21
IFP Advisors, Inc
DECREASED567589-22-4%$27.2K$26.6K-$5742026-10-16
Investors Research Corp
UNCHANGED43243200%$20.0K$20.3K+$3372026-10-07
Ascentis Independent Advisors
NEW144—+144——$6.8K—2026-11-03
Retirement Wealth Solutions LLC
NEW126—+126——$5.9K—2026-10-07
Harbor Investment Advisory, LLC
CLOSED03,809-3,809-100%$176.0K$0-$176.0K2026-10-13
Wellington Grp LLC
CLOSED01,675-1,675-100%$67.1K$0-$67.1K2026-11-06
Golden State Wealth Management, LLC
CLOSED01,286-1,286-100%$59.4K$0-$59.4K2026-11-02
Envestnet Asset Management Inc
N/A—26,302,868-26,302,868-100%$1.2B———
Envestnet Portfolio Solutions, Inc.
N/A—24,743,201-24,743,201-100%$1.1B———
Principal Securities, Inc.
N/A—1,483,929-1,483,929-100%$68.6M———
MML Investors Services, LLC
N/A—921,857-921,857-100%$42.6M———
Cetera Investment Advisers
N/A—485,560-485,560-100%$22.4M———
&partners
N/A—440,357-440,357-100%$20.6M———
Osaic Holdings, Inc.
N/A—404,246-404,246-100%$18.7M———
Resolute Wealth Advisor, Inc.
N/A—271,164-271,164-100%$10.9M———
BFC Planning, Inc.
N/A—93,002-93,002-100%$4.3M———
World Investment Advisors
N/A—89,234-89,234-100%$3.8M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—76,081-76,081-100%$3.5M———
Citadel Advisors LLC
N/A—42,012-42,012-100%$1.9M———
Founders Financial Alliance, LLC
N/A—37,229-37,229-100%$1.7M———
Financial Sense Advisors, Inc.
N/A—36,205-36,205-100%$1.7M———
NewEdge Advisors, LLC
N/A—29,221-29,221-100%$1.4M———
Mariner, LLC
N/A—27,747-27,747-100%$1.3M———
Morgan Stanley
N/A—22,090-22,090-100%$1.0M———
Susquehanna International Group, LLP
N/A—16,879-16,879-100%$779.8K———
Capital Asset Managemnet, LLC
N/A—14,064-14,064-100%$649.8K———
JPMorgan Chase & Co
N/A—13,363-13,363-100%$613.1K———
QRG Capital Management, Inc.
N/A—12,885-12,885-100%$595.3K———
Modern Wealth Management, LLC
N/A—8,938-8,938-100%$412.9K———
Brown Advisory Inc
N/A—4,846-4,846-100%$223.9K———
Royal Bank of Canada
N/A—3,029-3,029-100%$140.0K———
Ameritas Advisory Services, LLC
N/A—2,371-2,371-100%$109.5K———
Crews Bank & Trust
N/A—648-648-100%$29.9K———
Fiduciary Financial Advisors
N/A—436-436-100%$20.1K———
UBS Group AG
N/A—432-432-100%$20.0K———
Showing 69 of 69 institutions