APIE institutional holders

TRUST FOR PROFESSIONAL MANAG · 13F, 2026Q2

Managers holding45
Shares held29,458,921
Reported value$1.1bn
Quarter flows9 new, 19 added, 10 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC13,231,884$512.9m0.1%
Envestnet Portfolio Solutions, Inc.12,154,559$471.1m2.3%
LPL Financial LLC1,060,478$41.1m0.0%
PRINCIPAL SECURITIES, INC.756,249$29.3m0.4%
MML INVESTORS SERVICES, LLC474,951$18.4m0.0%
B. Riley Wealth Advisors, Inc.252,940$9.7m0.5%
Cetera Investment Advisers247,724$9.6m0.0%
&PARTNERS231,306$9.1m0.0%
OSAIC HOLDINGS, INC.214,856$8.3m0.0%
PARK AVENUE SECURITIES LLC164,507$6.4m0.0%
RESOLUTE WEALTH ADVISOR, INC.132,128$4.7m2.7%
Spire Wealth Management94,332$3.7m0.1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP53,615$2.1m0.0%
Farther Finance Advisors, LLC53,283$2.1m0.0%
WEDBUSH SECURITIES INC45,684$1.8m0.0%
World Investment Advisors44,843$1.6m0.0%
HRT FINANCIAL LP22,925$888,0000.0%
Cambridge Investment Research Advisors, Inc.20,287$786,0000.0%
Mariner, LLC18,439$714,6960.0%
Founders Financial Alliance, LLC18,349$711,2080.1%
COMMONWEALTH EQUITY SERVICES, LLC18,315$709,8700.0%
JANE STREET GROUP, LLC18,148$703,4160.0%
Financial Sense Advisors, Inc.18,029$698,8050.1%
PRINCIPAL FINANCIAL GROUP INC17,795$689,7340.0%
NewEdge Advisors, LLC16,060$622,4860.0%

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

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