TRUST FOR PROFESSIONAL MANAG (APCB)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
38
Reporting holders
$999.8M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | $455.2M | 15,469,678 | 2.18% | 12q | +1.0%+$4.5M |
| ENVESTNET ASSET MANAGEMENT INC | $421.2M | 14,312,035 | 0.10% | 13q | +5.3%+$21.3M |
| LPL Financial LLC | $36.4M | 1,237,101 | 0.01% | 9q | +1.9%+$667.9K |
| PRINCIPAL SECURITIES, INC. | $21.3M | 725,014 | 0.26% | 11q | +9.9%+$1.9M |
| MML INVESTORS SERVICES, LLC | $14.4M | 488,149 | 0.03% | 10q | +16.5%+$2.0M |
| Cetera Investment Advisers | $9.3M | 316,054 | 0.01% | 6q | +50.7%+$3.1M |
| &PARTNERS | $6.3M | 213,551 | 0.03% | 8q | +5.2%+$313.2K |
| OSAIC HOLDINGS, INC. | $6.3M | 212,379 | 0.01% | 11q | +2.5%+$153.5K |
| Spire Wealth Management | $6.0M | 204,021 | 0.18% | 7q | +17.0%+$873.5K |
| B. Riley Wealth Advisors, Inc. | $5.9M | 199,369 | 0.32% | 11q | +29.3%+$1.3M |
| RESOLUTE WEALTH ADVISOR, INC. | $4.5M | 152,046 | 2.55% | 3q | HELD |
| World Investment Advisors | $2.5M | 85,608 | 0.04% | 9q | HELD |
| Farther Finance Advisors, LLC | $2.0M | 68,962 | 0.02% | 2q | -5.4%-$116.2K |
| CITADEL ADVISORS LLC | $1.9M | 64,182 | 0.00% | 6q | +35.7%+$496.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 47,356 | 0.00% | 2q | +178.5%+$893.1K |
| JANE STREET GROUP, LLC | $665.5K | 22,615 | 0.00% | 2q | -48.2%-$619.5K |
| Financial Sense Advisors, Inc. | $646.8K | 21,980 | 0.13% | 10q | +1.7%+$10.5K |
| Mariner, LLC | $623.6K | 21,192 | 0.00% | 7q | -7.6%-$51.5K |
| Capital Asset Managemnet, LLC | $572.3K | 19,448 | 1.29% | 3q | +32.5%+$140.3K |
| Diversify Advisory Services, LLC | $380.8K | 13,125 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $380.8K | 13,125 | 0.01% | 2q | +89.4%+$179.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $301.6K | 10,249 | 0.00% | 7q | +0.6%+$1.7K |
| Pathstone Holdings, LLC | $297.6K | 10,112 | 0.00% | 5q | +16.0%+$41.1K |
| FSA WEALTH PARTNERS, INC. | $293.1K | 9,959 | 0.07% | new | NEW |
| NewEdge Advisors, LLC | $273.3K | 9,286 | 0.00% | 3q | HELD |
| Founders Financial Alliance, LLC | $254.1K | 8,634 | 0.03% | new | NEW |
| Pioneer Family Office, LLC | $115.9K | 3,940 | 0.06% | 3q | HELD |
| Pinnacle Bancorp, Inc. | $114.9K | 3,906 | 0.03% | 9q | +56.7%+$41.6K |
| HARBOR INVESTMENT ADVISORY, LLC | $93.3K | 3,171 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $92.1K | 3,130 | 0.00% | 7q | +363.7%+$72.2K |
| IFP Advisors, Inc | $42.8K | 1,455 | 0.00% | 9q | +7.7%+$3.1K |
| Wellington Grp LLC | $37.8K | 1,282 | 0.01% | 3q | HELD |
| MORGAN STANLEY | $36.7K | 1,246 | 0.00% | 9q | +87.1%+$17.1K |
| Golden State Wealth Management, LLC | $24.1K | 818 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $7.0K | 238 | 0.00% | new | NEW |
| Signature Resources Capital Management, LLC | $6.6K | 224 | 0.00% | 3q | HELD |
| Signature Equity Partners, LLC | $3.4K | 115 | 0.00% | 3q | +94.9%+$1.6K |
| PARK AVENUE SECURITIES LLC | $2.8K | 94,627 | 0.02% | 7q | +16.5% |
| WEDBUSH SECURITIES INC | $2.3K | 76,856 | 0.06% | 7q | +1.3% |
| Integrated Wealth Concepts LLC | $1.8K | 63 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $476 | 16,177 | 0.00% | 6q | -9.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 38 | $999.8M | 33,974,818 | 7 | 22 | 3 | 0.0% |
| Q1 2026 | 34 | $962.1M | 32,670,724 | 7 | 10 | 7 | 0.0% |
| Q4 2025 | 31 | $953.0M | 32,142,123 | 4 | 11 | 8 | 0.0% |
| Q3 2025 | 26 | $919.1M | 30,799,534 | 4 | 12 | 7 | 0.0% |
| Q2 2025 | 34 | $867.3M | 29,262,050 | 9 | 10 | 11 | 0.0% |
| Q1 2025 | 29 | $822.6M | 27,852,929 | 8 | 7 | 8 | 0.0% |
| Q4 2024 | 29 | $828.8M | 28,598,449 | 9 | 9 | 8 | 0.0% |
| Q3 2024 | 20 | $779.2M | 25,666,141 | 3 | 10 | 5 | 0.0% |
| Q2 2024 | 25 | $729.8M | 24,917,183 | 15 | 10 | 0 | 0.0% |
| Q1 2024 | 11 | $284.5M | 9,645,136 | 1 | 6 | 3 | 0.0% |
| Q4 2023 | 12 | $220.9M | 7,378,908 | 2 | 6 | 1 | 0.0% |
| Q3 2023 | 10 | $127.1M | 4,471,046 | 5 | 2 | 1 | 0.0% |
| Q2 2023 | 4 | $116.1M | 3,920,211 | 4 | 0 | 0 | 0.0% |