We are live on ! Find out more
APUE icon

ActivePassive US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.15B -$46.8M -1,292,792 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$601M +$211M +5,816,259 +53%
AWS
3
Atria Wealth Solutions
New York
$34.9M -$5.07M -140,080 -13%
LPL Financial
4
LPL Financial
California
$29.9M -$787K -21,725 -3%
PS
5
Principal Securities
Iowa
$18.6M +$5.92M +163,634 +46%
MML Investors Services
6
MML Investors Services
Massachusetts
$13.7M +$2.01M +55,642 +17%
BRWA
7
B. Riley Wealth Advisors
Florida
$11.7M +$262K +7,226 +2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$11.5M +$11.3M +312,976 +3,944%
Mariner
9
Mariner
Kansas
$7.13M +$6.77M +187,033 +1,512%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.77M -$1.14M -31,604 -14%
SWM
11
Spire Wealth Management
Virginia
$6.73M +$6.81M +188,215 New
P
12
&Partners
Tennessee
$4.77M +$2.4M +66,352 +101%
CFGS
13
Concourse Financial Group Securities
Alabama
$2.24M +$1.02M +28,158 +87%
WIA
14
World Investment Advisors
California
$2.18M -$31.6K -874 -1%
FSA
15
Financial Sense Advisors
California
$2.01M -$40.5K -1,118 -2%
LSA
16
Lion Street Advisors
Texas
$1.75M +$774K +21,376 +78%
WS
17
Wedbush Securities
California
$1.13M +$1.14M +31,474 New
AF
18
Allworth Financial
California
$1.05M +$1.02M +28,232 New
PAS
19
Park Avenue Securities
New York
$781K +$790K +21,835 New
GWM
20
Geneos Wealth Management
Colorado
$750K +$759K +20,973 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$649K +$657K +18,135 New
FHA
22
First Horizon Advisors
Tennessee
$555K -$186K -5,131 -25%
Morgan Stanley
23
Morgan Stanley
New York
$448K
SPC
24
Sigma Planning Corp
Michigan
$439K +$32.3K +893 +8%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$417K +$95.3K +2,632 +29%