Security Name: ACTIVEPASSIVE US EQUITY ETF
Ticker: APUE
Security Type: OTHER
Exchange: US
CUSIP: 89834G729

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $1.61B - 30 -
2024-09-30 $1.69B +4.8% 30 0.0%
2024-12-31 $1.91B +13.0% 36 +20.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ENVESTNET PORTFOLIO SOLUTIONS, INC. $1151.0M 32,186K 3.8%
FINANCIAL SENSE ADVISORS, INC. $2.0M 56K 0.7%
LION STREET ADVISORS, LLC $1.7M 48K 0.6%
PRINCIPAL SECURITIES, INC. $18.6M 519K 0.4%
B. RILEY WEALTH ADVISORS, INC. $11.7M 326K 0.4%
ATRIA WEALTH SOLUTIONS, INC. $34.9M 975K 0.4%
ENVESTNET ASSET MANAGEMENT INC $601.2M 16,813K 0.2%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. $2.2M 60K 0.1%
FLAGSTAR ADVISORS INC $0.3M 9K 0.1%
WORLD INVESTMENT ADVISORS $2.2M 60K 0.1%
&PARTNERS $4.8M 131K 0.1%
MML INVESTORS SERVICES, LLC $13.7M 382K 0.1%
WEDBUSH SECURITIES INC $1.1M 31K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $11.5M 320K 0.0%
FIRST HORIZON ADVISORS, INC. $0.6M 15K 0.0%
OSAIC HOLDINGS, INC. $6.8M 191K 0.0%
ALLWORTH FINANCIAL LP $1.0M 28K 0.0%
FINANCIAL GRAVITY COMPANIES, INC. $0.0M 1K 0.0%
MARINER, LLC $7.1M 199K 0.0%
LPL FINANCIAL LLC $29.9M 835K 0.0%
OLD MISSION CAPITAL LLC $0.4M 10K 0.0%
INVESTORS RESEARCH CORP $0.0M 1K 0.0%
SIGMA PLANNING CORP $0.4M 12K 0.0%
GLOBAL RETIREMENT PARTNERS, LLC $0.0M 1K 0.0%
ROYAL BANK OF CANADA $0.6M 18K 0.0%

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