13F Insight
DOSSIER · 13F Holders · Q2 2026

TRUST FOR PROFESSIONAL MANAG

10 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 89834G778·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$4M
visible holders
Holders
10
filers reporting
Concentration
47.67%
Prepared Retirement Institute LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported TRUST FOR PROFESSIONAL MANAG in Q2 2026. Prepared Retirement Institute LLC leads at 47.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Prepared Retirement Institute LLC
CIK 0002056037
$2M92K0.76%Q2 202602
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M65K0.00%Q2 202603
Westmount Partners, LLC
CIK 0002051491
$338K17K0.07%Q2 202604
Compass Ion Advisors, LLC
CIK 0001621100
$318K16K0.03%Q2 202605
MORGAN STANLEY
CIK 0000895421
$25K1K0.00%Q2 202606
UBS Group AG
CIK 0001610520
$9K4420.00%Q2 202607
JPMORGAN CHASE & CO
CIK 0000019617
$2K1000.00%Q2 202608
Westbourne Investment Advisors, Inc.
CIK 0001650092
$2K30K0.00%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$1K630.00%Q2 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025