DaveManuel.com · Institutional Ownership · Who Owns It
TRUST FOR PROFESSIONAL MANAG (APCB)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
40
Reporting holders
$1.0B
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | $455.2M | 15,469,678 | 2.18% | 12q | +1.0%+$4.5M |
| ENVESTNET ASSET MANAGEMENT INC | $421.2M | 14,312,035 | 0.10% | 13q | +5.3%+$21.3M |
| LPL Financial LLC | $36.4M | 1,237,101 | 0.01% | 9q | +1.9%+$667.9K |
| PRINCIPAL SECURITIES, INC. | $21.3M | 725,014 | 0.26% | 11q | +9.9%+$1.9M |
| MML INVESTORS SERVICES, LLC | $14.4M | 488,149 | 0.03% | 10q | +16.5%+$2.0M |
| Cetera Investment Advisers | $9.3M | 316,054 | 0.01% | 6q | +50.7%+$3.1M |
| &PARTNERS | $6.3M | 213,551 | 0.03% | 8q | +5.2%+$313.2K |
| OSAIC HOLDINGS, INC. | $6.3M | 212,379 | 0.01% | 11q | +2.5%+$153.5K |
| Spire Wealth Management | $6.0M | 204,021 | 0.18% | 7q | +17.0%+$873.5K |
| B. Riley Wealth Advisors, Inc. | $5.9M | 199,369 | 0.32% | 12q | +29.3%+$1.3M |
| RESOLUTE WEALTH ADVISOR, INC. | $4.5M | 152,046 | 2.55% | 3q | HELD |
| PARK AVENUE SECURITIES LLC | $2.8M | 94,627 | 0.02% | 7q | +16.5%+$395.1K |
| World Investment Advisors | $2.5M | 85,608 | 0.04% | 9q | HELD |
| WEDBUSH SECURITIES INC | $2.3M | 76,856 | 0.06% | 7q | +1.3%+$29.5K |
| Farther Finance Advisors, LLC | $2.0M | 68,962 | 0.02% | 2q | -5.4%-$116.2K |
| CITADEL ADVISORS LLC | $1.9M | 64,182 | 0.00% | 6q | +35.7%+$496.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 47,356 | 0.00% | 2q | +178.5%+$893.1K |
| BFC Planning, Inc. | $1.0M | 34,497 | 0.04% | 7q | +83.1%+$460.7K |
| JANE STREET GROUP, LLC | $665.5K | 22,615 | 0.00% | 2q | -48.2%-$619.5K |
| Financial Sense Advisors, Inc. | $646.8K | 21,980 | 0.13% | 10q | +1.7%+$10.5K |
| Mariner, LLC | $623.6K | 21,192 | 0.00% | 7q | -7.6%-$51.5K |
| Capital Asset Managemnet, LLC | $572.3K | 19,448 | 1.29% | 3q | +32.5%+$140.3K |
| Cambridge Investment Research Advisors, Inc. | $476.0K | 16,177 | 0.00% | 6q | -9.6%-$50.8K |
| Diversify Advisory Services, LLC | $380.8K | 13,125 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $380.8K | 13,125 | 0.01% | 2q | +89.4%+$179.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $301.6K | 10,249 | 0.00% | 7q | +0.6%+$1.7K |
| Pathstone Holdings, LLC | $297.6K | 10,112 | 0.00% | 5q | +16.0%+$41.1K |
| FSA WEALTH PARTNERS, INC. | $293.1K | 9,959 | 0.07% | new | NEW |
| NewEdge Advisors, LLC | $273.3K | 9,286 | 0.00% | 3q | HELD |
| Founders Financial Alliance, LLC | $254.1K | 8,634 | 0.03% | new | NEW |
| Pioneer Family Office, LLC | $115.9K | 3,940 | 0.06% | 3q | HELD |
| Pinnacle Bancorp, Inc. | $114.9K | 3,906 | 0.03% | 9q | +56.7%+$41.6K |
| HARBOR INVESTMENT ADVISORY, LLC | $93.3K | 3,171 | 0.01% | new | NEW |
| PNC Financial Services Group, Inc. | $92.1K | 3,130 | 0.00% | 7q | +363.7%+$72.2K |
| IFP Advisors, Inc | $42.8K | 1,455 | 0.00% | 9q | +7.7%+$3.1K |
| MORGAN STANLEY | $36.7K | 1,246 | 0.00% | 9q | +87.1%+$17.1K |
| Golden State Wealth Management, LLC | $24.1K | 818 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $7.0K | 238 | 0.00% | new | NEW |
| Signature Resources Capital Management, LLC | $6.6K | 224 | 0.00% | 3q | HELD |
| Signature Equity Partners, LLC | $3.4K | 115 | 0.00% | 3q | +94.9%+$1.6K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 12 | $15.5M | 551,126 | 2 | 7 | 1 | 0.0% |
| Q2 2026 | 40 | $1.0B | 34,195,630 | 6 | 25 | 4 | 0.0% |
| Q1 2026 | 40 | $968.4M | 32,883,332 | 7 | 14 | 8 | 0.0% |
| Q4 2025 | 37 | $959.7M | 32,367,901 | 5 | 13 | 10 | 0.0% |
| Q3 2025 | 32 | $929.2M | 31,138,293 | 5 | 15 | 8 | 0.0% |
| Q2 2025 | 40 | $884.8M | 29,853,678 | 9 | 15 | 12 | 0.0% |
| Q1 2025 | 37 | $841.0M | 28,474,518 | 9 | 13 | 9 | 0.0% |
| Q4 2024 | 35 | $841.7M | 29,042,712 | 13 | 10 | 8 | 0.0% |
| Q3 2024 | 21 | $784.8M | 25,850,750 | 3 | 11 | 5 | 0.0% |
| Q2 2024 | 27 | $733.8M | 25,051,799 | 16 | 11 | 0 | 0.0% |
| Q1 2024 | 12 | $285.4M | 9,675,404 | 2 | 6 | 3 | 0.0% |
| Q4 2023 | 12 | $220.9M | 7,378,908 | 2 | 6 | 1 | 0.0% |
| Q3 2023 | 10 | $127.1M | 4,471,046 | 5 | 2 | 1 | 0.0% |
| Q2 2023 | 4 | $116.1M | 3,920,211 | 4 | 0 | 0 | 0.0% |