IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Activepassive Interm Muni BD (APMU)

CUSIP: 89834G745 | NYSE | 42 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC425,885
0.0% of portfolio›$10.2M
Park Avenue Securities LLC226,319
0.0% of portfolio›$5.4K
B. Riley Wealth Advisors, Inc.104,657
0.1% of portfolio›$2.5M
Principal Financial Group Inc49,430
0.0% of portfolio›$1.2M
Allworth Financial LP11,236
0.0% of portfolio›$281.5K
Commonwealth Equity Services, LLC10,300
0.0% of portfolio›$246.8K
Signature Equity Partners, LLC7,536
0.1% of portfolio›$180.6K
Spire Wealth Management6,713
0.0% of portfolio›$160.8K
Farther Finance Advisors, LLC5,325
0.0% of portfolio›$127.6K
PNC Financial Services Group, Inc.2,910
0.0% of portfolio›$69.7K
StyleTurnoverLocationFiled
LPL Financial LLC
425,885$10.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Park Avenue Securities LLC
226,319$5.4K0.0%ETFMediumNew York, NY2026-10-26
B. Riley Wealth Advisors, Inc.
104,657$2.5M0.1%GrowthLowMemphis, TN2026-10-13
Principal Financial Group Inc
49,430$1.2M0.0%CoreLowDes Moines, IA2026-11-02
Allworth Financial LP
11,236$281.5K0.0%ETFLowFolsom, CA2026-11-06
Commonwealth Equity Services, LLC
10,300$246.8K0.0%ETFLowWaltham, MA2026-11-02
Signature Equity Partners, LLC
7,536$180.6K0.1%GrowthMediumColumbus, OH2026-10-29
Spire Wealth Management
6,713$160.8K0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
5,325$127.6K0.0%IndexLowSan Francisco, CA2026-10-08
PNC Financial Services Group, Inc.
2,910$69.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06