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

TRUST FOR PROFESSIONAL MANAG

73 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 89834G729·73 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
73
filers reporting
Concentration
44.80%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

73 institutions reported APUE in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 44.8% 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
$1.2B26.3M0.29%Q2 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$1.1B24.7M5.47%Q2 202603
LPL Financial LLC
CIK 0001403438
$93M2.0M0.02%Q3 202604
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$69M1.5M0.83%Q2 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$43M922K0.09%Q2 202606
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$24M521K0.95%Q3 202607
Cetera Investment Advisers
CIK 0001666741
$22M486K0.02%Q2 202608
&PARTNERS
CIK 0000107136
$21M440K0.08%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M404K0.02%Q2 202610
PARK AVENUE SECURITIES LLC
CIK 0001071640
$18M378K0.11%Q3 202611
RESOLUTE WEALTH ADVISOR, INC.
CIK 0002005292
$11M271K6.19%Q2 202612
Spire Wealth Management
CIK 0001858740
$8M176K0.25%Q3 202613
Farther Finance Advisors, LLC
CIK 0001992825
$5M111K0.04%Q3 202614
BFC Planning, Inc.
CIK 0002160654
$4M93K0.17%Q2 202615
World Investment Advisors
CIK 0001652594
$4M93K0.06%Q1 202616
WEDBUSH SECURITIES INC
CIK 0001142495
$4M91K0.11%Q1 202617
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CIK 0000717799
$4M76K0.47%Q2 202618
Atria Wealth Solutions, Inc.
CIK 0001927543
$3M78K0.07%Q2 202519
CITADEL ADVISORS LLC
CIK 0001423053
$2M42K0.00%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M40K0.00%Q3 2026
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