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

TRUST FOR PROFESSIONAL MANAG

24 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 89834G745·24 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$266M
visible holders
Holders
24
filers reporting
Concentration
51.64%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

24 institutions reported APMU in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 51.6% 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
$137M5.5M0.03%Q2 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$80M3.2M0.39%Q2 202603
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$12M469K0.14%Q2 202604
LPL Financial LLC
CIK 0001403438
$11M430K0.00%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M242K0.01%Q2 202606
PARK AVENUE SECURITIES LLC
CIK 0001071640
$5M196K0.04%Q1 202607
&PARTNERS
CIK 0000107136
$5M185K0.02%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$4M145K0.00%Q2 202609
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$2M98K0.13%Q2 202610
PRINCIPAL FINANCIAL GROUP INC
CIK 0001126328
$1M46K0.00%Q2 202611
Atria Wealth Solutions, Inc.
CIK 0001927543
$692K28K0.02%Q2 202512
Founders Financial Alliance, LLC
CIK 0001832190
$387K15K0.05%Q2 202613
RESOLUTE WEALTH ADVISOR, INC.
CIK 0002005292
$312K13K0.18%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$309K12K0.00%Q2 202615
Allworth Financial LP
CIK 0001555170
$281K11K0.00%Q2 202616
Financial Sense Advisors, Inc.
CIK 0001358828
$280K11K0.06%Q2 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$237K9K0.00%Q2 202618
Spire Wealth Management
CIK 0001858740
$170K7K0.01%Q2 202619
Farther Finance Advisors, LLC
CIK 0001992825
$133K5K0.00%Q2 202620
Crews Bank & Trust
CIK 0002052279
$10K4100.00%Q2 2026
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