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Activepassive Core Bond ETF (APCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
B. Riley Wealth Advisors, Inc.
INCREASED
Shares255,619 from 199,369
Change+56,250 (+28%)
Value$7.2M (+$1.3M)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares222,979 from 204,021
Change+18,958 (+9%)
Value$6.3M (+$261.9K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares99,556 from 94,627
Change+4,929 (+5%)
Value$2.8K (-$2.8M)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares86,219 from 76,856
Change+9,363 (+12%)
Value$2.4K (-$2.3M)
Filed 2026-10-22
Farther Finance Advisors, LLC
DECREASED
Shares65,858 from 68,962
Change-3,104 (-4%)
Value$1.9M (-$178.7K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares21,347 from 16,177
Change+5,170 (+32%)
Value$600 (-$475.4K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares13,306 from 13,125
Change+181 (+1%)
Value$378.1K (-$2.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares13,306 from 13,125
Change+181 (+1%)
Value$378.1K (-$2.7K)
Filed 2026-10-20
Kestra Advisory Services, LLC
NEW
Shares12,708
Change+12,708
Value$357.1K
Filed 2026-11-02
FSA Wealth Partners, Inc.
INCREASED
Shares10,917 from 9,959
Change+958 (+10%)
Value$306.8K (+$13.7K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares10,349 from 10,249
Change+100 (+1%)
Value$290.8K (-$10.8K)
Filed 2026-11-02
Pioneer Family Office, LLC
UNCHANGED
Shares3,940 from 3,940
Change0 (0%)
Value$110.7K (-$5.2K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$109.8K (-$5.2K)
Filed 2026-10-21
IFP Advisors, Inc
UNCHANGED
Shares1,455 from 1,455
Change0 (0%)
Value$40.9K (-$1.9K)
Filed 2026-10-16
Trust Co of Vermont
NEW
Shares485
Change+485
Value$13.6K
Filed 2026-10-21
Signature Equity Partners, LLC
INCREASED
Shares457 from 115
Change+342 (+297%)
Value$12.8K (+$9.5K)
Filed 2026-10-29
Retirement Wealth Solutions LLC
NEW
Shares42
Change+42
Value$1.2K
Filed 2026-10-07
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 3,171
Change-3,171 (-100%)
Value$0 (-$93.3K)
Filed 2026-10-13
Golden State Wealth Management, LLC
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$24.1K)
Filed 2026-11-02
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$6.6K)
Filed 2026-10-16
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 15,469,678
Change-15,469,678 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,312,035
Change-14,312,035 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,237,101
Change-1,237,101 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 725,014
Change-725,014 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 488,149
Change-488,149 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 316,054
Change-316,054 (-100%)
Value—
&partners
N/A
Shares— from 213,551
Change-213,551 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 212,379
Change-212,379 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 152,046
Change-152,046 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 85,608
Change-85,608 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,182
Change-64,182 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 47,356
Change-47,356 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 34,497
Change-34,497 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 22,615
Change-22,615 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 22,367
Change-22,367 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 21,980
Change-21,980 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 21,192
Change-21,192 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 19,448
Change-19,448 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 9,286
Change-9,286 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,634
Change-8,634 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,130
Change-3,130 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,282
Change-1,282 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,246
Change-1,246 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 238
Change-238 (-100%)
Value—
Status
B. Riley Wealth Advisors, Inc.
INCREASED255,619199,369+56,250+28%$5.9M$7.2M+$1.3M2026-10-13
Spire Wealth Management
INCREASED222,979204,021+18,958+9%$6.0M$6.3M+$261.9K2026-10-30
Park Avenue Securities LLC
INCREASED99,55694,627+4,929+5%$2.8M$2.8K-$2.8M2026-10-26
Wedbush Securities Inc
INCREASED86,21976,856+9,363+12%$2.3M$2.4K-$2.3M2026-10-22
Farther Finance Advisors, LLC
DECREASED65,85868,962-3,104-4%$2.0M$1.9M-$178.7K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED21,34716,177+5,170+32%$476.0K$600-$475.4K2026-11-02
Diversify Advisory Services, LLC
INCREASED13,30613,125+181+1%$380.8K$378.1K-$2.7K2026-10-20
Diversify Wealth Management, LLC
INCREASED13,30613,125+181+1%$380.8K$378.1K-$2.7K2026-10-20
Kestra Advisory Services, LLC
NEW12,708—+12,708——$357.1K—2026-11-02
FSA Wealth Partners, Inc.
INCREASED10,9179,959+958+10%$293.1K$306.8K+$13.7K2026-10-26
Commonwealth Equity Services, LLC
INCREASED10,34910,249+100+1%$301.6K$290.8K-$10.8K2026-11-02
Pioneer Family Office, LLC
UNCHANGED3,9403,94000%$115.9K$110.7K-$5.2K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED3,9063,90600%$114.9K$109.8K-$5.2K2026-10-21
IFP Advisors, Inc
UNCHANGED1,4551,45500%$42.8K$40.9K-$1.9K2026-10-16
Trust Co of Vermont
NEW485—+485——$13.6K—2026-10-21
Signature Equity Partners, LLC
INCREASED457115+342+297%$3.4K$12.8K+$9.5K2026-10-29
Retirement Wealth Solutions LLC
NEW42—+42——$1.2K—2026-10-07
Harbor Investment Advisory, LLC
CLOSED03,171-3,171-100%$93.3K$0-$93.3K2026-10-13
Golden State Wealth Management, LLC
CLOSED0818-818-100%$24.1K$0-$24.1K2026-11-02
Signature Resources Capital Management, LLC
CLOSED0224-224-100%$6.6K$0-$6.6K2026-10-16
Envestnet Portfolio Solutions, Inc.
N/A—15,469,678-15,469,678-100%$455.2M———
Envestnet Asset Management Inc
N/A—14,312,035-14,312,035-100%$421.2M———
LPL Financial LLC
N/A—1,237,101-1,237,101-100%$36.4M———
Principal Securities, Inc.
N/A—725,014-725,014-100%$21.3M———
MML Investors Services, LLC
N/A—488,149-488,149-100%$14.4M———
Cetera Investment Advisers
N/A—316,054-316,054-100%$9.3M———
&partners
N/A—213,551-213,551-100%$6.3M———
Osaic Holdings, Inc.
N/A—212,379-212,379-100%$6.3M———
Resolute Wealth Advisor, Inc.
N/A—152,046-152,046-100%$4.5M———
World Investment Advisors
N/A—85,608-85,608-100%$2.5M———
Citadel Advisors LLC
N/A—64,182-64,182-100%$1.9M———
Susquehanna International Group, LLP
N/A—47,356-47,356-100%$1.4M———
BFC Planning, Inc.
N/A—34,497-34,497-100%$1.0M———
Jane Street Group, LLC
N/A—22,615-22,615-100%$665.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—22,367-22,367-100%$658.2K———
Financial Sense Advisors, Inc.
N/A—21,980-21,980-100%$646.8K———
Mariner, LLC
N/A—21,192-21,192-100%$623.6K———
Capital Asset Managemnet, LLC
N/A—19,448-19,448-100%$572.3K———
Pathstone Holdings, LLC
N/A—10,112-10,112-100%$297.6K———
NewEdge Advisors, LLC
N/A—9,286-9,286-100%$273.3K———
Founders Financial Alliance, LLC
N/A—8,634-8,634-100%$254.1K———
PNC Financial Services Group, Inc.
N/A—3,130-3,130-100%$92.1K———
Wellington Grp LLC
N/A—1,282-1,282-100%$37.8K———
Morgan Stanley
N/A—1,246-1,246-100%$36.7K———
Fiduciary Financial Advisors
N/A—238-238-100%$7.0K———
Showing 45 of 45 institutions