MML Investors Services
APUE icon

MML Investors Services’s ActivePassive US Equity ETF APUE Stock Holding History

MML Investors Services’s Portfolio APUE Stock Details APUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.2M Buy
878,324
+89,488
+11% +$3.73M 0.1% 199
2025
Q4 		$32.9M Buy
788,836
+108,776
+16% +$4.5M 0.08% 243
2025
Q3 		$27.7M Buy
680,060
+73,606
+12% +$2.88M 0.07% 256
2025
Q2 		$22.8M Buy
606,454
+165,700
+38% +$5.75M 0.07% 289
2025
Q1 		$15M Buy
440,754
+57,989
+15% +$2.08M 0.05% 364
2024
Q4 		$13.7M Buy
382,765
+55,642
+17% +$2.01M 0.05% 376
2024
Q3 		$11.5M Buy
327,123
+73,330
+29% +$2.49M 0.04% 390
2024
Q2 		$8.46M Buy
253,793
+153,183
+152% +$4.91M 0.03% 453
2024
Q1 		$3.25M Buy
100,610
+90,181
+865% +$2.75M 0.01% 825
2023
Q4 		$303K Buy
+10,429
New +$284K ﹤0.01% 2037

Other funds holding APUE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RWA
Resolute Wealth Advisor Findlay, Ohio $176M AUM
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MML Investors Services's APUE Position: Q1 2026 in Review

MML Investors Services increased its ActivePassive US Equity ETF (APUE) stake by 11% in Q1 2026, buying an estimated $3.73M and bringing the position to 878,324 shares worth $35.2M. The position accounts for 0.1% of the portfolio, ranked #199.

MML Investors Services first reported a position in APUE in Q4 2023 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold APUE as of Q1 2026.

  • MML Investors Services held 878,324 shares of ActivePassive US Equity ETF worth $35.2M as of Q1 2026.
  • MML Investors Services bought 89,488 ActivePassive US Equity ETF shares in Q1 2026, an estimated $3.73M.
  • ActivePassive US Equity ETF made up 0.1% of MML Investors Services's portfolio in Q1 2026, its #199 holding.
  • MML Investors Services first reported a position in ActivePassive US Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held ActivePassive US Equity ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.