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APIE

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolAPIE

CUSIP89834G737

Type

etf

ClassACTIVEPASSIVE EQ

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$971.5M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 18)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
Envestnet Portfolio Solutions, Inc.	Increased	13.4M(+0.4%)	$474.4M	1.7%	+36.93%	49
ENVESTNET ASSET MANAGEMENT INC	Increased	11.6M(+11.1%)	$412.6M	0.1%	+27.58%	41
LPL Financial LLC	Decreased	1.1M(-9.7%)	$39.7M	0.0%	+16.88%	0
MML INVESTORS SERVICES, LLC	Increased	417,682(+18.3%)	$14.8M	0.0%	+20.43%	33
OSAIC HOLDINGS, INC.	Decreased	252,582(-0.1%)	$9M	0.0%	+13.79%	0

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