# TRUST FOR PROFESSIONAL MANAG (APIE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/APIE/

- Reporting holders: 2
- Reported value: $2.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 51,599 | 0.0% | 3 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.5K | 65 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $2.0M |
| Q2 2026 | 46 | $2.1B |
| Q1 2026 | 41 | $997.5M |
| Q4 2025 | 41 | $1.0B |
| Q3 2025 | 39 | $971.5M |
| Q2 2025 | 43 | $1.0B |
| Q1 2025 | 38 | $902.0M |
| Q4 2024 | 37 | $901.2M |
| Q3 2024 | 25 | $868.7M |
| Q2 2024 | 24 | $743.5M |
| Q1 2024 | 14 | $301.8M |
| Q4 2023 | 11 | $207.9M |