Activepassive Interm Muni BD (APMU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

DECREASED

Shares425,885 from 430,092

Change-4,207 (-1%)

Value$10.2M (-$569.5K)

Filed 2026-11-06

Park Avenue Securities LLC

INCREASED

Shares226,319 from 207,484

Change+18,835 (+9%)

Value$5.4K (-$5.2M)

Filed 2026-10-26

B. Riley Wealth Advisors, Inc.

INCREASED

Shares104,657 from 97,585

Change+7,072 (+7%)

Value$2.5M (+$65.5K)

Filed 2026-10-13

Principal Financial Group Inc

INCREASED

Shares49,430 from 45,560

Change+3,870 (+8%)

Value$1.2M (+$43.1K)

Filed 2026-11-02

Founders Financial Alliance, LLC

DECREASED

Shares14,345 from 15,466

Change-1,121 (-7%)

Value$343.7K (-$43.7K)

Filed 2026-11-10

Allworth Financial LP

UNCHANGED

Shares11,236 from 11,236

Change0 (0%)

Value$281.5K ($0)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares10,300 from 12,319

Change-2,019 (-16%)

Value$246.8K (-$61.8K)

Filed 2026-11-02

Signature Equity Partners, LLC

NEW

Shares7,536

Change+7,536

Value$180.6K

Filed 2026-10-29

Spire Wealth Management

DECREASED

Shares6,713 from 6,777

Change-64 (-1%)

Value$160.8K (-$8.9K)

Filed 2026-10-30

Farther Finance Advisors, LLC

UNCHANGED

Shares5,325 from 5,325

Change0 (0%)

Value$127.6K (-$5.8K)

Filed 2026-10-08

PNC Financial Services Group, Inc.

UNCHANGED

Shares2,910 from 2,910

Change0 (0%)

Value$69.7K (-$3.2K)

Filed 2026-11-06

Assetmark, Inc

CLOSED

Shares0 from 132

Change-132 (-100%)

Value$0 (-$3.3K)

Filed 2026-10-21

Envestnet Asset Management Inc

N/A

Shares— from 5,478,699

Change-5,478,699 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 3,210,089

Change-3,210,089 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 468,687

Change-468,687 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 242,342

Change-242,342 (-100%)

Value—

&partners

N/A

Shares— from 185,158

Change-185,158 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 145,249

Change-145,249 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 49,518

Change-49,518 (-100%)

Value—

Resolute Wealth Advisor, Inc.

N/A

Shares— from 12,517

Change-12,517 (-100%)

Value—

Financial Sense Advisors, Inc.

N/A

Shares— from 11,171

Change-11,171 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 9,444

Change-9,444 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 4,179

Change-4,179 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 610

Change-610 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 410

Change-410 (-100%)

Value—

UBS Group AG

N/A

Shares— from 44

Change-44 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	425,885	430,092	-4,207	-1%	$10.8M	$10.2M	-$569.5K	2026-11-06
Park Avenue Securities LLC	INCREASED	226,319	207,484	+18,835	+9%	$5.2M	$5.4K	-$5.2M	2026-10-26
B. Riley Wealth Advisors, Inc.	INCREASED	104,657	97,585	+7,072	+7%	$2.4M	$2.5M	+$65.5K	2026-10-13
Principal Financial Group Inc	INCREASED	49,430	45,560	+3,870	+8%	$1.1M	$1.2M	+$43.1K	2026-11-02
Founders Financial Alliance, LLC	DECREASED	14,345	15,466	-1,121	-7%	$387.4K	$343.7K	-$43.7K	2026-11-10
Allworth Financial LP	UNCHANGED	11,236	11,236	0	0%	$281.5K	$281.5K	$0	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	10,300	12,319	-2,019	-16%	$308.6K	$246.8K	-$61.8K	2026-11-02
Signature Equity Partners, LLC	NEW	7,536	—	+7,536	—	—	$180.6K	—	2026-10-29
Spire Wealth Management	DECREASED	6,713	6,777	-64	-1%	$169.8K	$160.8K	-$8.9K	2026-10-30
Farther Finance Advisors, LLC	UNCHANGED	5,325	5,325	0	0%	$133.4K	$127.6K	-$5.8K	2026-10-08
PNC Financial Services Group, Inc.	UNCHANGED	2,910	2,910	0	0%	$72.9K	$69.7K	-$3.2K	2026-11-06
Assetmark, Inc	CLOSED	0	132	-132	-100%	$3.3K	$0	-$3.3K	2026-10-21
Envestnet Asset Management Inc	N/A	—	5,478,699	-5,478,699	-100%	$137.2M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	3,210,089	-3,210,089	-100%	$80.4M	—	—	—
Principal Securities, Inc.	N/A	—	468,687	-468,687	-100%	$11.7M	—	—	—
MML Investors Services, LLC	N/A	—	242,342	-242,342	-100%	$6.1M	—	—	—
&partners	N/A	—	185,158	-185,158	-100%	$4.6M	—	—	—
Cetera Investment Advisers	N/A	—	145,249	-145,249	-100%	$3.6M	—	—	—
Jane Street Group, LLC	N/A	—	49,518	-49,518	-100%	$1.2M	—	—	—
Resolute Wealth Advisor, Inc.	N/A	—	12,517	-12,517	-100%	$311.6K	—	—	—
Financial Sense Advisors, Inc.	N/A	—	11,171	-11,171	-100%	$279.8K	—	—	—
Osaic Holdings, Inc.	N/A	—	9,444	-9,444	-100%	$236.6K	—	—	—
BFC Planning, Inc.	N/A	—	4,179	-4,179	-100%	$104.7K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	610	-610	-100%	$15.3K	—	—	—
Crews Bank & Trust	N/A	—	410	-410	-100%	$10.3K	—	—	—
UBS Group AG	N/A	—	44	-44	-100%	$1.1K	—	—	—
Morgan Stanley	N/A	—	1	-1	-100%	$25	—	—	—

Showing 27 of 27 institutions