TRUST FOR PROFESSIONAL MANAG (CUSD)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
8
Reporting holders
$3.7M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Prepared Retirement Institute LLC | $1.8M | 91,765 | 0.76% | 11q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 64,967 | 0.00% | 7q | -7.8%-$105.9K |
| Westmount Partners, LLC | $337.7K | 17,402 | 0.07% | 15q | -2.4%-$8.3K |
| Compass Ion Advisors, LLC | $318.1K | 16,393 | 0.03% | 16q | -3.7%-$12.4K |
| MORGAN STANLEY | $25.2K | 1,300 | 0.00% | 7q | HELD |
| UBS Group AG | $8.6K | 442 | 0.00% | 2q | -20.4%-$2.2K |
| JPMORGAN CHASE & CO | $1.9K | 100 | 0.00% | 3q | HELD |
| Westbourne Investment Advisors, Inc. | $1.5K | 29,839 | 0.00% | 6q | HELD |
| OSAIC HOLDINGS, INC. | $1.2K | 63 | 0.00% | 5q | 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 | 8 | $3.7M | 192,432 | 0 | 0 | 4 | 0.0% |
| Q1 2026 | 9 | $3.9M | 198,982 | 2 | 0 | 4 | 0.0% |
| Q4 2025 | 12 | $14.4M | 756,022 | 2 | 3 | 6 | 0.0% |
| Q3 2025 | 12 | $11.0M | 506,828 | 0 | 2 | 7 | 0.0% |
| Q2 2025 | 14 | $14.8M | 688,736 | 3 | 4 | 5 | 0.0% |
| Q1 2025 | 11 | $14.4M | 685,308 | 2 | 3 | 4 | 0.0% |
| Q4 2024 | 11 | $47.4M | 2,292,752 | 2 | 5 | 3 | 0.0% |
| Q3 2024 | 11 | $50.1M | 2,328,087 | 2 | 4 | 2 | 0.0% |
| Q2 2024 | 10 | $48.8M | 2,252,999 | 1 | 3 | 2 | 0.0% |
| Q1 2024 | 11 | $48.0M | 2,243,324 | 1 | 4 | 3 | 0.0% |
| Q4 2023 | 12 | $44.0M | 2,079,926 | 1 | 4 | 4 | 0.0% |
| Q3 2023 | 12 | $35.0M | 1,610,658 | 3 | 3 | 4 | 0.0% |
| Q2 2023 | 9 | $32.2M | 1,514,750 | 2 | 2 | 3 | 0.0% |
| Q1 2023 | 9 | $35.9M | 1,708,326 | 1 | 3 | 3 | 0.0% |
| Q4 2022 | 12 | $33.9M | 1,635,892 | 4 | 2 | 3 | 0.0% |
| Q3 2022 | 12 | $32.5M | 1,580,983 | 3 | 4 | 2 | 0.0% |
| Q2 2022 | 11 | $31.1M | 1,516,188 | 5 | 1 | 4 | 0.0% |
| Q1 2022 | 7 | $24.3M | 1,180,766 | 3 | 2 | 2 | 0.0% |
| Q4 2021 | 5 | $22.1M | 1,079,148 | 3 | 2 | 0 | 0.0% |
| Q3 2021 | 3 | $2.8M | 138,816 | 3 | 0 | 0 | 0.0% |