APCB institutional holders

TRUST FOR PROFESSIONAL MANAG · 13F, 2026Q2

Managers holding40
Shares held34,161,196
Reported value$1.0bn
Quarter flows8 new, 25 added, 4 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Envestnet Portfolio Solutions, Inc.15,469,678$455.2m2.2%
ENVESTNET ASSET MANAGEMENT INC14,312,035$421.2m0.1%
LPL Financial LLC1,237,101$36.4m0.0%
PRINCIPAL SECURITIES, INC.725,014$21.3m0.3%
MML INVESTORS SERVICES, LLC488,149$14.4m0.0%
Cetera Investment Advisers316,054$9.3m0.0%
&PARTNERS213,551$6.3m0.0%
OSAIC HOLDINGS, INC.212,379$6.3m0.0%
Spire Wealth Management204,021$6.0m0.2%
B. Riley Wealth Advisors, Inc.199,369$5.9m0.3%
RESOLUTE WEALTH ADVISOR, INC.152,046$4.5m2.5%
PARK AVENUE SECURITIES LLC94,627$2.8m0.0%
World Investment Advisors85,608$2.5m0.0%
WEDBUSH SECURITIES INC76,856$2.3m0.1%
Farther Finance Advisors, LLC68,962$2.0m0.0%
CITADEL ADVISORS LLC64,182$1.9m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP47,356$1.4m0.0%
JANE STREET GROUP, LLC22,615$665,4960.0%
Financial Sense Advisors, Inc.21,980$646,8100.1%
Mariner, LLC21,192$623,6210.0%
Capital Asset Managemnet, LLC19,448$572,2941.3%
Cambridge Investment Research Advisors, Inc.16,177$476,0000.0%
Diversify Advisory Services, LLC13,125$380,8230.0%
DIVERSIFY WEALTH MANAGEMENT, LLC13,125$380,8230.0%
COMMONWEALTH EQUITY SERVICES, LLC10,249$301,5900.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("APCB"). APCB price history · All 13F data

Get a free API keySee history bundlesDownload free samples