13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
APIE

TRUST FOR PROFESSIONAL MANAG

47 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 89834G737·47 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.3%
vs prior quarter
13F value held
$993M
71.0% inst. owned
of float
Holders
47
+25 QoQ
filers reporting
Activity
+61 / −100
+1,005 added · −846 reduced
this quarter
Concentration
44.62%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported APIE in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 44.6% of the visible book. +25 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$443M12.6M0.12%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$428M12.1M2.37%Q1 202603
LPL Financial LLC
CIK 0001403438
$35M1.0M0.01%Q1 202604
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$24M695K0.36%Q1 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$16M440K0.04%Q1 202606
&PARTNERS
CIK 0000107136
$8M229K0.04%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M215K0.01%Q1 202608
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$7M211K0.46%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$6M166K0.01%Q1 202610
RESOLUTE WEALTH ADVISOR, INC.
CIK 0002005292
$5M132K2.65%Q1 202611
Spire Wealth Management
CIK 0001858740
$3M82K0.10%Q1 202612
Farther Finance Advisors, LLC
CIK 0001992825
$2M56K0.02%Q1 202613
World Investment Advisors
CIK 0001652594
$2M45K0.03%Q1 202614
Atria Wealth Solutions, Inc.
CIK 0001927543
$2M46K0.03%Q2 202515
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M36K0.00%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$891,26525K0.00%Q4 202517
Mariner, LLC
CIK 0001373442
$720,51020K0.00%Q1 202618
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$659,14019K0.00%Q1 202619
Financial Sense Advisors, Inc.
CIK 0001358828
$644,05318K0.13%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$629,85018K0.00%Q1 2026
Page 1 of 3
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