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

TRUST FOR PROFESSIONAL MANAG

66 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 89834G729·66 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.7B
visible holders
Holders
66
filers reporting
Concentration
45.36%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

66 institutions reported APUE in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 45.4% 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
$1.1B24.7M5.48%Q2 202603
LPL Financial LLC
CIK 0001403438
$95M2.1M0.02%Q2 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
$23M511K1.26%Q2 202607
&PARTNERS
CIK 0000107136
$18M449K0.09%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$16M402K0.02%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$14M339K0.01%Q1 202610
RESOLUTE WEALTH ADVISOR, INC.
CIK 0002005292
$11M271K6.19%Q1 202611
Spire Wealth Management
CIK 0001858740
$9M190K0.27%Q2 202612
Farther Finance Advisors, LLC
CIK 0001992825
$5M115K0.04%Q2 202613
World Investment Advisors
CIK 0001652594
$4M93K0.06%Q1 202614
WEDBUSH SECURITIES INC
CIK 0001142495
$4M91K0.11%Q1 202615
Atria Wealth Solutions, Inc.
CIK 0001927543
$3M78K0.07%Q2 202516
Founders Financial Alliance, LLC
CIK 0001832190
$2M37K0.23%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M40K0.00%Q1 202618
Financial Sense Advisors, Inc.
CIK 0001358828
$2M38K0.31%Q1 202619
CITADEL ADVISORS LLC
CIK 0001423053
$1M36K0.00%Q4 202520
Mariner, LLC
CIK 0001373442
$1M31K0.00%Q1 2026
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