TRUST FOR PROFESSIONAL MANAG (APIE)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
42
Reporting holders
$1.1B
Reported value
0.0%
Held as options
+3
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 ASSET MANAGEMENT INC | $512.9M | 13,231,884 | 0.12% | 13q | +5.3%+$25.8M |
| Envestnet Portfolio Solutions, Inc. | $471.1M | 12,154,559 | 2.26% | 12q | HELD |
| LPL Financial LLC | $41.1M | 1,060,478 | 0.01% | 10q | +5.9%+$2.3M |
| PRINCIPAL SECURITIES, INC. | $29.3M | 756,249 | 0.35% | 11q | +8.8%+$2.4M |
| MML INVESTORS SERVICES, LLC | $18.4M | 474,951 | 0.04% | 10q | +8.0%+$1.4M |
| B. Riley Wealth Advisors, Inc. | $9.7M | 252,940 | 0.52% | 12q | +19.6%+$1.6M |
| Cetera Investment Advisers | $9.6M | 247,724 | 0.01% | 6q | +49.1%+$3.2M |
| &PARTNERS | $9.1M | 231,306 | 0.04% | 8q | +1.2%+$107.5K |
| OSAIC HOLDINGS, INC. | $8.3M | 214,856 | 0.01% | 12q | HELD |
| RESOLUTE WEALTH ADVISOR, INC. | $4.7M | 132,128 | 2.65% | 3q | HELD |
| Spire Wealth Management | $3.7M | 94,332 | 0.11% | 7q | +14.9%+$474.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 53,615 | 0.00% | 6q | +49.3%+$686.0K |
| Farther Finance Advisors, LLC | $2.1M | 53,283 | 0.02% | 2q | -5.6%-$122.1K |
| World Investment Advisors | $1.6M | 44,843 | 0.03% | 9q | -1.1%-$19.1K |
| Mariner, LLC | $714.7K | 18,439 | 0.00% | 8q | -9.8%-$77.6K |
| Founders Financial Alliance, LLC | $711.2K | 18,349 | 0.09% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $709.9K | 18,315 | 0.00% | 7q | +2.5%+$17.3K |
| JANE STREET GROUP, LLC | $703.4K | 18,148 | 0.00% | 2q | +108.4%+$365.8K |
| Financial Sense Advisors, Inc. | $698.8K | 18,029 | 0.14% | 10q | -1.3%-$9.4K |
| PRINCIPAL FINANCIAL GROUP INC | $689.7K | 17,795 | 0.00% | 8q | -4.8%-$35.0K |
| NewEdge Advisors, LLC | $622.5K | 16,060 | 0.00% | 3q | HELD |
| Sigma Planning Corp | $471.2K | 12,157 | 0.01% | 5q | HELD |
| Diversify Advisory Services, LLC | $401.8K | 10,478 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $401.8K | 10,478 | 0.01% | 3q | +59.0%+$149.1K |
| ASSETMARK, INC | $390.7K | 10,080 | 0.00% | 7q | +70.6%+$161.7K |
| FSA WEALTH PARTNERS, INC. | $328.8K | 8,482 | 0.08% | 2q | +43.9%+$100.3K |
| QRG CAPITAL MANAGEMENT, INC. | $220.5K | 5,689 | 0.00% | 2q | -21.5%-$60.4K |
| MORGAN STANLEY | $164.3K | 4,239 | 0.00% | 9q | +45.5%+$51.4K |
| Allworth Financial LP | $138.6K | 3,577 | 0.00% | 7q | -26.1%-$48.9K |
| Pinnacle Bancorp, Inc. | $118.8K | 3,066 | 0.03% | 9q | +43.7%+$36.1K |
| UBS Group AG | $85.7K | 2,210 | 0.00% | 9q | +171.2%+$54.1K |
| Pioneer Family Office, LLC | $73.5K | 1,896 | 0.04% | 3q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $62.9K | 1,624 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $43.9K | 1,133 | 0.00% | 7q | -37.7%-$26.6K |
| Wellington Grp LLC | $28.9K | 821 | 0.01% | 2q | HELD |
| Golden State Wealth Management, LLC | $25.5K | 658 | 0.00% | new | NEW |
| Signature Resources Capital Management, LLC | $18.0K | 464 | 0.01% | 3q | HELD |
| Crews Bank & Trust | $12.0K | 310 | 0.00% | new | NEW |
| IFP Advisors, Inc | $11.7K | 301 | 0.00% | 9q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $7.9K | 205 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $6.4K | 164,507 | 0.04% | new | NEW |
| Integrated Wealth Concepts LLC | $6.2K | 160 | 0.00% | new | NEW |
| WEDBUSH SECURITIES INC | $1.8K | 45,684 | 0.05% | 7q | +1.4% |
| Signature Equity Partners, LLC | $1.1K | 28 | 0.00% | 3q | HELD |
| HRT FINANCIAL LP | $888 | 22,925 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $786 | 20,287 | 0.00% | 7q | -3.6% |
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 | 42 | $1.1B | 29,206,339 | 7 | 17 | 8 | 0.0% |
| Q1 2026 | 39 | $995.2M | 28,237,557 | 7 | 15 | 10 | 0.0% |
| Q4 2025 | 38 | $1.0B | 28,473,512 | 5 | 13 | 10 | 0.0% |
| Q3 2025 | 34 | $961.7M | 27,097,053 | 4 | 9 | 18 | 0.0% |
| Q2 2025 | 38 | $989.4M | 29,686,448 | 9 | 10 | 15 | 0.0% |
| Q1 2025 | 32 | $879.5M | 29,279,615 | 6 | 8 | 14 | 0.0% |
| Q4 2024 | 32 | $887.7M | 31,677,631 | 10 | 11 | 8 | 0.0% |
| Q3 2024 | 24 | $862.5M | 28,060,249 | 7 | 14 | 2 | 0.0% |
| Q2 2024 | 23 | $739.4M | 25,978,756 | 12 | 10 | 1 | 0.0% |
| Q1 2024 | 13 | $300.3M | 10,618,848 | 3 | 7 | 2 | 0.0% |
| Q4 2023 | 11 | $207.9M | 7,795,149 | 1 | 6 | 1 | 0.0% |
| Q3 2023 | 10 | $96.0M | 3,942,048 | 5 | 2 | 1 | 0.0% |
| Q2 2023 | 5 | $87.7M | 3,434,705 | 5 | 0 | 0 | 0.0% |