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Activepassive Core Bond ETF (APCB)

CUSIP: 89834G752 | NYSE | 83 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

B. Riley Wealth Advisors, Inc.255,619
0.3% of portfolio›$7.2M
Spire Wealth Management222,979
0.2% of portfolio›$6.3M
Park Avenue Securities LLC99,556
0.0% of portfolio›$2.8K
Wedbush Securities Inc86,219
0.0% of portfolio›$2.4K
Farther Finance Advisors, LLC65,858
0.0% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.21,347
0.0% of portfolio›$600
Diversify Wealth Management, LLC13,306
0.0% of portfolio›$378.1K
Diversify Advisory Services, LLC13,306
0.0% of portfolio›$378.1K
Kestra Advisory Services, LLC12,708
0.0% of portfolio›$357.1K
FSA Wealth Partners, Inc.10,917
0.1% of portfolio›$306.8K
Commonwealth Equity Services, LLC10,349
0.0% of portfolio›$290.8K
Pioneer Family Office, LLC3,940
0.1% of portfolio›$110.7K
Pinnacle Bancorp, Inc.3,906
0.0% of portfolio›$109.8K
IFP Advisors, Inc1,455
0.0% of portfolio›$40.9K
Trust Co of Vermont485
0.0% of portfolio›$13.6K
Signature Equity Partners, LLC457
0.0% of portfolio›$12.8K
Retirement Wealth Solutions LLC42
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
B. Riley Wealth Advisors, Inc.
255,619$7.2M0.3%GrowthLowMemphis, TN2026-10-13
Spire Wealth Management
222,979$6.3M0.2%GrowthMediumMclean, VA2026-10-30
Park Avenue Securities LLC
99,556$2.8K0.0%ETFMediumNew York, NY2026-10-26
Wedbush Securities Inc
86,219$2.4K0.0%CoreLowPasadena, CA2026-10-22
Farther Finance Advisors, LLC
65,858$1.9M0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
21,347$6000.0%ETFLowFairfield, IA2026-11-02
Diversify Wealth Management, LLC
13,306$378.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
13,306$378.1K0.0%GrowthLowSandy, UT2026-10-20
Kestra Advisory Services, LLC
12,708$357.1K0.0%CoreLowAustin, TX2026-11-02
FSA Wealth Partners, Inc.
10,917$306.8K0.1%ETFHighRockville, MD2026-10-26
Commonwealth Equity Services, LLC
10,349$290.8K0.0%ETFLowWaltham, MA2026-11-02
Pioneer Family Office, LLC
3,940$110.7K0.1%ETFMediumNorth Miami Beach, FL2026-10-30
Pinnacle Bancorp, Inc.
3,906$109.8K0.0%CoreVery LowBeatrice, NE2026-10-21
IFP Advisors, Inc
1,455$40.9K0.0%GrowthLowTampa, FL2026-10-16
Trust Co of Vermont
485$13.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Signature Equity Partners, LLC
457$12.8K0.0%GrowthMediumColumbus, OH2026-10-29
Retirement Wealth Solutions LLC
42$1.2K0.0%ETFLowMarshfield, WI2026-10-07