TRUST FOR PROFESSIONAL MANAG (APMU)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
23
Reporting holders
$261.5M
Reported value
0.0%
Held as options
+2
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 | $137.2M | 5,478,699 | 0.03% | 13q | +9.3%+$11.6M |
| Envestnet Portfolio Solutions, Inc. | $80.4M | 3,210,089 | 0.39% | 12q | +3.9%+$3.0M |
| PRINCIPAL SECURITIES, INC. | $11.7M | 468,687 | 0.14% | 11q | +13.8%+$1.4M |
| LPL Financial LLC | $10.8M | 430,092 | 0.00% | 9q | -4.9%-$553.4K |
| MML INVESTORS SERVICES, LLC | $6.1M | 242,342 | 0.01% | 9q | +33.0%+$1.5M |
| &PARTNERS | $4.6M | 185,158 | 0.02% | 8q | +11.8%+$488.8K |
| Cetera Investment Advisers | $3.6M | 145,249 | 0.00% | 6q | +80.7%+$1.6M |
| B. Riley Wealth Advisors, Inc. | $2.4M | 97,585 | 0.13% | 8q | +4.0%+$93.3K |
| JANE STREET GROUP, LLC | $1.2M | 49,518 | 0.00% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $1.1M | 45,560 | 0.00% | 8q | +6.0%+$64.3K |
| Founders Financial Alliance, LLC | $387.4K | 15,466 | 0.05% | new | NEW |
| RESOLUTE WEALTH ADVISOR, INC. | $311.6K | 12,517 | 0.18% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $308.6K | 12,319 | 0.00% | 7q | -10.4%-$35.8K |
| Allworth Financial LP | $281.5K | 11,236 | 0.00% | 7q | HELD |
| Financial Sense Advisors, Inc. | $279.8K | 11,171 | 0.06% | 10q | -1.6%-$4.6K |
| OSAIC HOLDINGS, INC. | $236.6K | 9,444 | 0.00% | 10q | +6.8%+$15.2K |
| Spire Wealth Management | $169.8K | 6,777 | 0.01% | 7q | +6.2%+$10.0K |
| Farther Finance Advisors, LLC | $133.4K | 5,325 | 0.00% | 2q | HELD |
| PNC Financial Services Group, Inc. | $72.9K | 2,910 | 0.00% | 2q | -20.0%-$18.2K |
| Crews Bank & Trust | $10.3K | 410 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $5.2K | 207,484 | 0.03% | 2q | +6.0% |
| ASSETMARK, INC | $3.3K | 132 | 0.00% | new | NEW |
| UBS Group AG | $1.1K | 44 | 0.00% | 5q | -85.9%-$6.7K |
| MORGAN STANLEY | $25 | 1 | 0.00% | 8q | HELD |
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 | 23 | $261.5M | 10,440,731 | 4 | 10 | 5 | 0.0% |
| Q1 2026 | 21 | $239.4M | 9,619,629 | 2 | 9 | 6 | 0.0% |
| Q4 2025 | 21 | $225.0M | 8,968,967 | 2 | 11 | 5 | 0.0% |
| Q3 2025 | 20 | $206.8M | 8,225,085 | 4 | 11 | 2 | 0.0% |
| Q2 2025 | 19 | $180.2M | 7,268,205 | 1 | 7 | 8 | 0.0% |
| Q1 2025 | 17 | $173.6M | 7,029,945 | 3 | 7 | 4 | 0.0% |
| Q4 2024 | 18 | $185.5M | 7,523,452 | 3 | 11 | 3 | 0.0% |
| Q3 2024 | 17 | $154.5M | 6,153,849 | 4 | 10 | 3 | 0.0% |
| Q2 2024 | 14 | $140.0M | 5,689,116 | 6 | 8 | 0 | 0.0% |
| Q1 2024 | 9 | $76.8M | 3,093,409 | 4 | 5 | 0 | 0.0% |
| Q4 2023 | 7 | $59.0M | 2,357,954 | 1 | 3 | 2 | 0.0% |
| Q3 2023 | 7 | $36.8M | 1,539,872 | 3 | 0 | 3 | 0.0% |
| Q2 2023 | 3 | $36.8M | 1,488,763 | 3 | 0 | 0 | 0.0% |