13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
APUE

TRUST FOR PROFESSIONAL MANAG

59 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 89834G729·59 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.7%
vs prior quarter
13F value held
$2.3B
47.0% inst. owned
of float
Holders
59
-140 QoQ
filers reporting
Activity
+80 / −106
+1,000 added · −960 reduced
this quarter
Concentration
44.51%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

59 institutions reported APUE in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 44.5% of the visible book. -140 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1.0B25.4M0.27%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$999M24.9M5.53%Q1 202603
LPL Financial LLC
CIK 0001403438
$79M2.0M0.02%Q1 202604
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$55M1.4M0.80%Q1 202605
MML INVESTORS SERVICES, LLC
CIK 0000701059
$35M878K0.10%Q1 202606
&PARTNERS
CIK 0000107136
$18M449K0.09%Q1 202607
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$17M430K1.06%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
$7M168K0.23%Q1 202612
Farther Finance Advisors, LLC
CIK 0001992825
$5M121K0.05%Q1 202613
World Investment Advisors
CIK 0001652594
$4M93K0.06%Q1 202614
Atria Wealth Solutions, Inc.
CIK 0001927543
$3M78K0.07%Q2 202515
Financial Sense Advisors, Inc.
CIK 0001358828
$2M38K0.31%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$1M36K0.00%Q4 202517
Mariner, LLC
CIK 0001373442
$1M31K0.00%Q1 202618
NewEdge Advisors, LLC
CIK 0001633516
$1M29K0.00%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$971,78024K0.00%Q1 202620
MORGAN STANLEY
CIK 0000895421
$929,85623K0.00%Q1 2026
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