Security Name: ACTIVEPASSIVE CORE BOND ETF
Ticker: APCB
Security Type: OTHER
Exchange: US
CUSIP: 89834G752

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.73B - 27 -
2024-09-30 $0.78B +6.5% 20 -25.9%
2024-12-31 $0.84B +7.0% 28 +40.0%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
ENVESTNET PORTFOLIO SOLUTIONS, INC. $521.0M 17,978K 1.7%
FINANCIAL SENSE ADVISORS, INC. $0.9M 31K 0.3%
LION STREET ADVISORS, LLC $0.9M 29K 0.3%
ATRIA WEALTH SOLUTIONS, INC. $16.1M 555K 0.2%
PRINCIPAL SECURITIES, INC. $8.1M 279K 0.2%
B. RILEY WEALTH ADVISORS, INC. $3.1M 107K 0.1%
ENVESTNET ASSET MANAGEMENT INC $247.6M 8,545K 0.1%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. $1.1M 36K 0.1%
WORLD INVESTMENT ADVISORS $1.8M 63K 0.1%
FLOW TRADERS U.S. LLC $0.8M 28K 0.0%
&PARTNERS $1.4M 47K 0.0%
MML INVESTORS SERVICES, LLC $6.4M 219K 0.0%
WEDBUSH SECURITIES INC $0.6M 21K 0.0%
OLD MISSION CAPITAL LLC $1.5M 52K 0.0%
FINANCIAL GRAVITY COMPANIES, INC. $0.0M 1K 0.0%
COMMONWEALTH EQUITY SERVICES, LLC $4.4M 152K 0.0%
OSAIC HOLDINGS, INC. $2.7M 91K 0.0%
MARINER, LLC $4.0M 136K 0.0%
LPL FINANCIAL LLC $12.3M 425K 0.0%
FIRST HORIZON ADVISORS, INC. $0.2M 5K 0.0%
MORGAN STANLEY $0.1M 2K 0.0%
ALLWORTH FINANCIAL LP $0.4M 13K 0.0%
WELLS FARGO & COMPANY/MN $0.0M 0K 0.0%
UBS GROUP AG $0.1M 3K 0.0%
GLOBAL RETIREMENT PARTNERS, LLC $0.0M 0K 0.0%

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