Public ownership evidence

ActivePassive Core Bond ETF (APCB) Ownership Disclosures

Read APCB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

ActivePassive Core Bond ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
110,391
Value (USD)
$3,260,940
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read APCB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read APCB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29110,391$3,260,940None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2018,221$536,609None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-20133,825$3,941,147None
Wellington Grp LLC2026-06-302026-08-151,282$37,755None
OSAIC HOLDINGS, INC.2026-06-302026-08-15212,379$6,250,555None
JANE STREET GROUP, LLC2026-06-302026-08-1522,615$665,496None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1547,356$1,393,554None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15131$3,855None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1578$2,295None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1529$853None
Financial Sense Advisors, Inc.2026-06-302026-08-1521,980$646,810None
&PARTNERS2026-06-302026-08-15213,551$6,329,947None
CITADEL ADVISORS LLC2026-06-302026-08-1564,182$1,888,697None
World Investment Advisors2026-06-302026-08-1585,608$2,520,514None
Pathstone Holdings, LLC2026-06-302026-08-1410,112$297,568None
Mariner, LLC2026-06-302026-08-1421,192$623,621None
RESOLUTE WEALTH ADVISOR, INC.2025-06-302026-08-1418,221$536,609None
RESOLUTE WEALTH ADVISOR, INC.2025-06-302026-08-14133,825$3,941,147None
MORGAN STANLEY2026-06-302026-08-141$29None
MORGAN STANLEY2026-06-302026-08-141,245$36,637None
Integrated Wealth Concepts LLC2026-06-302026-08-1363$1,843None
Cetera Investment Advisers2026-06-302026-08-13316,054$9,300,583None
NewEdge Advisors, LLC2026-06-302026-08-139,286$273,261None
Diversify Advisory Services, LLC2026-06-302026-08-1113,125$380,823None
LPL Financial LLC2026-06-302026-08-081,237,101$36,404,406None
PNC Financial Services Group, Inc.2026-06-302026-08-083,130$92,107None
MML INVESTORS SERVICES, LLC2026-06-302026-08-08488,149$14,364,846None
Founders Financial Alliance, LLC2026-06-302026-08-058,634$254,074None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-05725,014$21,335,131None
FSA WEALTH PARTNERS, INC.2026-06-302026-08-049,959$293,066None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0414,312,035$421,163,123None
Signature Equity Partners, LLC2026-06-302026-07-31115$3,387None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3113,125$380,823None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3116,177$476,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3010,249$301,590None
Pioneer Family Office, LLC2026-06-302026-07-293,940$115,943None
Pinnacle Bancorp, Inc.2026-06-302026-07-293,906$114,943None
WEDBUSH SECURITIES INC2026-06-302026-07-2976,856$2,262,000None
Capital Asset Managemnet, LLC2026-06-302026-07-2519,448$572,294None
Golden State Wealth Management, LLC2026-06-302026-07-23818$24,071None
IFP Advisors, Inc2026-06-302026-07-211,455$42,817None
Envestnet Portfolio Solutions, Inc.2026-06-302026-07-2115,469,678$455,229,300None
PARK AVENUE SECURITIES LLC2026-06-302026-07-2194,627$2,785,000None
Farther Finance Advisors, LLC2026-06-302026-07-1868,962$2,029,359None
Spire Wealth Management2026-06-302026-07-16204,021$6,003,767None
Signature Resources Capital Management, LLC2026-06-302026-07-15224$6,592None
B. Riley Wealth Advisors, Inc.2026-06-302026-07-15199,369$5,883,390None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗RESOLUTE WEALTH ADVISOR, INC. ↗RESOLUTE WEALTH ADVISOR, INC. ↗Wellington Grp LLC ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗FIDUCIARY FINANCIAL ADVISORS ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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