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

TRUST FOR PROFESSIONAL MANAG

50 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 89834G737·50 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
50
filers reporting
Concentration
45.65%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

50 institutions reported APIE in Q2 2026. ENVESTNET ASSET MANAGEMENT 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 ASSET MANAGEMENT INC
CIK 0001407543
$513M13.2M0.12%Q2 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$471M12.2M2.26%Q2 202603
LPL Financial LLC
CIK 0001403438
$41M1.1M0.01%Q2 202604
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$29M756K0.35%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$18M475K0.04%Q2 202606
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$10M253K0.52%Q2 202607
&PARTNERS
CIK 0000107136
$8M229K0.04%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M215K0.01%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
$4M94K0.11%Q2 202612
Farther Finance Advisors, LLC
CIK 0001992825
$2M53K0.02%Q2 202613
World Investment Advisors
CIK 0001652594
$2M45K0.03%Q1 202614
WEDBUSH SECURITIES INC
CIK 0001142495
$2M45K0.05%Q1 202615
Atria Wealth Solutions, Inc.
CIK 0001927543
$2M46K0.03%Q2 202516
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M36K0.00%Q1 202617
CITADEL ADVISORS LLC
CIK 0001423053
$891K25K0.00%Q4 202518
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$742K21K0.00%Q1 202619
Mariner, LLC
CIK 0001373442
$721K20K0.00%Q1 202620
Founders Financial Alliance, LLC
CIK 0001832190
$711K18K0.09%Q2 2026
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