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

TRUST FOR PROFESSIONAL MANAG

47 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 89834G752·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$996M
visible holders
Holders
47
filers reporting
Concentration
45.70%
Envestnet Portfolio Solutions, Inc. #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported APCB in Q2 2026. Envestnet Portfolio Solutions, Inc. leads at 45.7% 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
$36M1.2M0.01%Q2 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
$6M210K0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$6M207K0.01%Q1 202608
Spire Wealth Management
CIK 0001858740
$6M204K0.18%Q2 202609
&PARTNERS
CIK 0000107136
$6M203K0.03%Q1 202610
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$6M199K0.32%Q2 202611
RESOLUTE WEALTH ADVISOR, INC.
CIK 0002005292
$4M152K2.55%Q1 202612
World Investment Advisors
CIK 0001652594
$3M85K0.04%Q1 202613
PARK AVENUE SECURITIES LLC
CIK 0001071640
$2M81K0.02%Q1 202614
WEDBUSH SECURITIES INC
CIK 0001142495
$2M76K0.07%Q1 202615
Farther Finance Advisors, LLC
CIK 0001992825
$2M69K0.02%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M44K0.00%Q1 202617
Mariner, LLC
CIK 0001373442
$676K23K0.00%Q1 202618
Financial Sense Advisors, Inc.
CIK 0001358828
$637K22K0.13%Q1 202619
CITADEL ADVISORS LLC
CIK 0001423053
$626K21K0.00%Q4 202520
Capital Asset Managemnet, LLC
CIK 0002123739
$572K19K1.29%Q2 2026
Page 1 of 3
27 more holders available. Log in →