13F Insight
DOSSIER · 13F Holders · Q2 2026
APCB

TRUST FOR PROFESSIONAL MANAG

46 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 89834G752·46 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
46
filers reporting
Concentration
45.37%
Envestnet Portfolio Solutions, Inc. #1
top holder share
AI Holders Summary · Q2 2026

46 institutions reported APCB in Q2 2026. Envestnet Portfolio Solutions, Inc. leads at 45.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$455M15.5M2.18%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$421M14.3M0.10%Q2 202603
LPL Financial LLC
CIK 0001403438
$36M1.3M0.01%Q3 202604
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$21M725K0.26%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$14M488K0.03%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$9M316K0.01%Q2 202607
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$7M256K0.28%Q3 202608
&PARTNERS
CIK 0000107136
$6M214K0.03%Q2 202609
Spire Wealth Management
CIK 0001858740
$6M223K0.19%Q3 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M212K0.01%Q2 202611
RESOLUTE WEALTH ADVISOR, INC.
CIK 0002005292
$4M152K2.55%Q2 202612
PARK AVENUE SECURITIES LLC
CIK 0001071640
$3M100K0.02%Q3 202613
World Investment Advisors
CIK 0001652594
$3M85K0.04%Q1 202614
WEDBUSH SECURITIES INC
CIK 0001142495
$2M76K0.07%Q1 202615
CITADEL ADVISORS LLC
CIK 0001423053
$2M64K0.00%Q2 202616
Farther Finance Advisors, LLC
CIK 0001992825
$2M66K0.01%Q3 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M47K0.00%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M44K0.00%Q1 202619
BFC Planning, Inc.
CIK 0002160654
$1M34K0.04%Q2 202620
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CIK 0000717799
$658K22K0.09%Q2 2026
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