13FBOX
TRUST FOR PROFESSIONAL MANAG · 13F Institutional Holdings
Options Calculator Rankings
T

TRUST FOR PROFESSIONAL MANAG

APUE
Institutions
61
Combined AUM (Q2 2026)
$2.71B
Combined Shares (Q2 2026)
58.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
34 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-533,533
22 · 5 Exit · ≈
⚖️ Net
+1.4M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.71B
Institutions
61
New Buys
13
Adds
21
Reduces
17
Exits
5
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.29%0.27%#7$1.22B26.3M$1.02B25.4M+926,506+3.65%Add
Envestnet Portfolio Solutions, Inc.
5.48%5.53%#1$1.14B24.7M$998.7M24.9M-173,298-0.70%Reduce
LPL Financial LLC
0.02%0.02%#25$95.3M2.1M$78.5M2.0M+103,665+5.29%Add
PRINCIPAL SECURITIES, INC.
0.83%0.8%#5$68.6M1.5M$54.9M1.4M+114,954+8.40%Add
MML INVESTORS SERVICES, LLC
0.09%0.1%#15$42.6M921,857$35.2M878,324+43,533+4.96%Add
B. Riley Wealth Advisors, Inc.
1.26%1.06%#4$23.4M510,969$16.7M430,240+80,729+18.76%Add
Cetera Investment Advisers
0.02%0.01%#27$22.4M485,560$13.6M338,970+146,590+43.25%Add
&PARTNERS
0.08%0.09%#16$20.6M440,357$18.0M448,666-8,309-1.85%Reduce
OSAIC HOLDINGS, INC.
0.02%0.02%#24$18.7M404,246$16.1M402,444+1,802+0.45%Add
PARK AVENUE SECURITIES LLC
0.09%#14$15.1M327,312$00+327,312New Buy
Spire Wealth Management
0.27%0.23%#8$8.8M190,401$6.7M167,768+22,633+13.49%Add
Farther Finance Advisors, LLC
0.04%0.05%#20$5.3M115,006$4.9M121,488-6,482-5.34%Reduce
WEDBUSH SECURITIES INC
0.11%0.11%#12$4.3M92,140$3.7M91,223+917+1.01%Add
World Investment Advisors
0.06%0.06%#18$3.8M89,234$3.7M92,599-3,365-3.63%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#54$1.9M42,012$789,33619,694+22,318+113.32%Add
Founders Financial Alliance, LLC
0.23%#9$1.7M37,229$00+37,229New Buy
Financial Sense Advisors, Inc.
0.33%0.31%#6$1.7M36,205$1.5M37,608-1,403-3.73%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#36$1.4M29,221$1.2M29,22100.00%Unchanged
Mariner, LLC
<0.01%<0.01%#47$1.3M27,747$1.3M31,413-3,666-11.67%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#45$1.2M25,935$971,78024,246+1,689+6.97%Add
RESOLUTE WEALTH ADVISOR, INC.
1.76%6.19%#2$1.1M27,499$10.9M271,164-243,665-89.86%Reduce
Sigma Planning Corp
0.03%0.02%#22$1.0M22,118$861,45421,493+625+2.91%Add
MORGAN STANLEY
<0.01%<0.01%#58$1.0M22,090$493,72312,107+9,983+82.46%Add
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.01%#30$924,37120,243$587,37213,447+6,796+50.54%Add
ASSETMARK, INC
<0.01%<0.01%#46$818,80317,723$333,3858,318+9,405+113.07%Add
FSA WEALTH PARTNERS, INC.
0.2%0.24%#10$790,66717,114$504,00612,575+4,539+36.10%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#56$779,80916,879$243,5266,076+10,803+177.80%Add
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#52$694,70915,037$645,32816,101-1,064-6.61%Reduce
Capital Asset Managemnet, LLC
1.46%0.67%#3$649,76114,064$597,05114,896-832-5.59%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#59$613,09413,363$392,54010,091+3,272+32.42%Add
QRG CAPITAL MANAGEMENT, INC.
<0.01%0.01%#34$595,28712,885$606,13015,123-2,238-14.80%Reduce
Merit Financial Group, LLC
<0.01%<0.01%#40$584,79912,658$538,59513,438-780-5.80%Reduce
Allworth Financial LP
<0.01%<0.01%#42$531,25411,499$553,90613,820-2,321-16.79%Reduce
COURIER CAPITAL LLC
0.02%0.02%#23$492,76910,666$427,49310,66600.00%Unchanged
FLAGSTAR SECURITIES, INC
0.14%0.15%#11$464,69310,058$403,13710,05800.00%Unchanged
Modern Wealth Management, LLC
<0.01%0.01%#35$412,9368,938$454,61511,264-2,326-20.65%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#31$326,7737,073$00+7,073New Buy
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
0.01%0.01%#32$303,3956,567$249,0976,215+352+5.66%Add
Brookstone Capital Management
<0.01%#41$285,9786,190$00+6,190New Buy
Pinnacle Bancorp, Inc.
0.07%0.05%#17$277,2466,001$175,0694,368+1,633+37.39%Add
ABSOLUTE CAPITAL MANAGEMENT, LLC
0.06%0.07%#19$242,6425,252$210,5005,25200.00%Unchanged
MGO ONE SEVEN LLC
<0.01%<0.01%#38$233,0795,045$202,2045,04500.00%Unchanged
TRUIST FINANCIAL CORP
<0.01%#53$226,6114,905$00+4,905New Buy
Spinnaker Investment Group, LLC
0.04%#21$224,7614,865$00+4,865New Buy
BROWN ADVISORY INC
<0.01%#51$223,8854,846$00+4,846New Buy
Pioneer Family Office, LLC
0.1%0.1%#13$186,8794,045$162,1244,04500.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
0.01%#29$175,9763,809$00+3,809New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#60$140,0003,029$121,0003,02900.00%Unchanged
Ameritas Advisory Services, LLC
<0.01%#43$109,5402,371$00+2,371New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#57$109,4942,370$153,2663,824-1,454-38.02%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow