13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
APCB

TRUST FOR PROFESSIONAL MANAG

42 institutions still hold TRUST FOR PROFESSIONAL MANAG as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89834G752·42 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.6%
vs prior quarter
13F value held
$960M
61.0% inst. owned
of float
Holders
42
-16 QoQ
filers reporting
Activity
+65 / −40
+926 added · −740 reduced
this quarter
Concentration
46.96%
Envestnet Portfolio Solutions, Inc. #1
top holder share
AI Holders Summary · Q1 2026

42 institutions reported APCB in Q1 2026. Envestnet Portfolio Solutions, Inc. leads at 47.0% of the visible book. -16 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$451M15.3M2.50%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$400M13.6M0.11%Q1 202603
LPL Financial LLC
CIK 0001403438
$36M1.2M0.01%Q1 202604
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$19M659K0.28%Q1 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$12M419K0.03%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$6M210K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M207K0.01%Q1 202608
&PARTNERS
CIK 0000107136
$6M203K0.03%Q1 202609
Spire Wealth Management
CIK 0001858740
$5M174K0.18%Q1 202610
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$5M154K0.29%Q1 202611
RESOLUTE WEALTH ADVISOR, INC.
CIK 0002005292
$4M152K2.55%Q1 202612
World Investment Advisors
CIK 0001652594
$3M85K0.04%Q1 202613
Farther Finance Advisors, LLC
CIK 0001992825
$2M73K0.02%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M44K0.00%Q1 202615
Mariner, LLC
CIK 0001373442
$675,67123K0.00%Q1 202616
Financial Sense Advisors, Inc.
CIK 0001358828
$636,79822K0.13%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$626,47521K0.00%Q4 202518
Atria Wealth Solutions, Inc.
CIK 0001927543
$537,57018K0.01%Q2 202519
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$500,82717K0.00%Q1 202620
HRT FINANCIAL LP
CIK 0001475597
$439,00015K0.00%Q4 2025
Page 1 of 3
22 more holders available. Log in →