# TRUST FOR PROFESSIONAL MANAG (CUSD)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CUSD/

- Reporting holders: 8
- Reported value: $3.7M
- 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 |
|---|---|---|---|---|
| [Prepared Retirement Institute LLC](https://holderbook.com/funds/2056037-prepared-retirement-institute-llc/) | $1.8M | 91,765 | 0.8% | 11 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $1.3M | 64,967 | 0.0% | 7 |
| [Westmount Partners, LLC](https://holderbook.com/funds/2051491-westmount-partners-llc/) | $337.7K | 17,402 | 0.1% | 15 |
| [Compass Ion Advisors, LLC](https://holderbook.com/funds/1621100-compass-ion-advisors-llc/) | $318.1K | 16,393 | 0.0% | 16 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $25.2K | 1,300 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $8.6K | 442 | 0.0% | 2 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $1.9K | 100 | 0.0% | 3 |
| [Westbourne Investment Advisors, Inc.](https://holderbook.com/funds/1650092-westbourne-investment-advisors-inc/) | $1.5K | 29,839 | 0.0% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.2K | 63 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $3.7M |
| Q1 2026 | 9 | $3.9M |
| Q4 2025 | 12 | $14.4M |
| Q3 2025 | 12 | $11.0M |
| Q2 2025 | 14 | $14.8M |
| Q1 2025 | 11 | $14.4M |
| Q4 2024 | 11 | $47.4M |
| Q3 2024 | 11 | $50.1M |
| Q2 2024 | 10 | $48.8M |
| Q1 2024 | 11 | $48.0M |
| Q4 2023 | 12 | $44.0M |
| Q3 2023 | 12 | $35.0M |