13F Insight
DOSSIER · 13F Holders · Q2 2026

TRUST FOR PROFESSIONAL MANAG

26 institutions still hold TRUST FOR PROFESSIONAL MANAG as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89834G570·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$36M
visible holders
Holders
26
filers reporting
Concentration
23.91%
ROTHSCHILD INVESTMENT LLC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported TRUST FOR PROFESSIONAL MANAG in Q2 2026. ROTHSCHILD INVESTMENT LLC leads at 23.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ROTHSCHILD INVESTMENT LLC
CIK 0000085338
$9M336K0.32%Q2 202602
LPL Financial LLC
CIK 0001403438
$6M238K0.00%Q2 202603
DKM Wealth Management, Inc.
CIK 0002055833
$5M207K3.43%Q2 202604
BLUE JEAN FINANCIAL LLC
CIK 0002047089
$3M113K2.00%Q2 202605
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M109K0.01%Q1 202606
WINEBRENNER CAPITAL MANAGEMENT LLC
CIK 0002047728
$2M83K1.28%Q2 202607
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$1M43K0.02%Q2 202608
Private Advisor Group, LLC
CIK 0001567755
$1M41K0.00%Q2 202609
BELLEVUE ASSET MANAGEMENT, LLC
CIK 0001801619
$888K35K0.41%Q2 202610
Chicago Wealth Management, Inc.
CIK 0001592178
$740K29K0.26%Q2 202611
Convergence Financial, LLC
CIK 0002034001
$703K28K0.06%Q2 202612
Sanctuary Advisors, LLC
CIK 0001777271
$588K23K0.00%Q2 202613
Acorn Wealth Advisors, LLC
CIK 0001730610
$534K21K0.13%Q2 202614
Summit Financial, LLC
CIK 0001765536
$522K21K0.01%Q2 202615
ROBERTS GLORE & CO INC /IL/
CIK 0001017115
$431K17K0.11%Q2 202616
D.A. DAVIDSON & CO.
CIK 0001080107
$419K17K0.00%Q2 202617
Arax Advisory Partners
CIK 0001586767
$286K11K0.00%Q2 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$284K11K0.00%Q2 202619
Kellett Wealth Advisors, LLC
CIK 0001910381
$266K10K0.12%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$264K10K0.00%Q2 2026
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