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

TRUST FOR PROFESSIONAL MANAG

APIE
Institutions
45
Combined AUM (Q2 2026)
$1.14B
Combined Shares (Q2 2026)
29.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
28 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-227,128
15 · 5 Exit · ≈
⚖️ Net
+991,012
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.14B
Institutions
45
New Buys
8
Adds
20
Reduces
10
Exits
5
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ENVESTNET ASSET MANAGEMENT INC
0.12%0.12%#6$512.9M13.2M$442.9M12.6M+666,448+5.30%Add
Envestnet Portfolio Solutions, Inc.
2.26%2.37%#1$471.1M12.2M$428.2M12.1M+6,569+0.05%Add
LPL Financial LLC
0.01%0.01%#20$41.1M1.1M$35.3M1.0M+58,766+5.87%Add
PRINCIPAL SECURITIES, INC.
0.35%0.36%#4$29.3M756,249$24.5M694,896+61,353+8.83%Add
MML INVESTORS SERVICES, LLC
0.04%0.04%#13$18.4M474,951$15.5M439,764+35,187+8.00%Add
B. Riley Wealth Advisors, Inc.
0.52%0.46%#3$9.7M252,940$7.2M211,473+41,467+19.61%Add
Cetera Investment Advisers
0.01%0.01%#22$9.6M247,724$5.9M166,098+81,626+49.14%Add
&PARTNERS
0.04%0.04%#14$9.1M231,306$8.1M228,561+2,745+1.20%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#19$8.3M214,856$7.6M215,217-361-0.17%Reduce
PARK AVENUE SECURITIES LLC
0.04%#11$6.4M164,507$00+164,507New Buy
Spire Wealth Management
0.11%0.1%#7$3.7M94,332$2.9M82,079+12,253+14.93%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#40$2.1M53,615$1.3M35,916+17,699+49.28%Add
Farther Finance Advisors, LLC
0.02%0.02%#17$2.1M53,283$2.0M56,432-3,149-5.58%Reduce
WEDBUSH SECURITIES INC
0.05%0.05%#10$1.8M45,684$1.6M45,054+630+1.40%Add
World Investment Advisors
0.03%0.03%#16$1.6M44,843$1.6M45,362-519-1.14%Reduce
HRT FINANCIAL LP
<0.01%#29$888,57322,925$00+22,925New Buy
Mariner, LLC
<0.01%<0.01%#33$714,69618,439$720,51020,440-2,001-9.79%Reduce
Founders Financial Alliance, LLC
0.09%#8$711,20818,349$00+18,349New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#31$709,87018,315$629,85017,868+447+2.50%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#41$703,41618,148$307,0288,710+9,438+108.36%Add
Financial Sense Advisors, Inc.
0.14%0.13%#5$698,80518,029$644,05318,271-242-1.32%Reduce
PRINCIPAL FINANCIAL GROUP INC
<0.01%<0.01%#37$689,73417,795$659,14018,699-904-4.83%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#27$622,48616,060$566,11516,06000.00%Unchanged
Sigma Planning Corp
0.01%0.01%#18$471,21312,157$428,54112,15700.00%Unchanged
RESOLUTE WEALTH ADVISOR, INC.
0.75%2.65%#2$470,41213,345$4.7M132,128-118,783-89.90%Reduce
DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#24$401,84610,478$242,8926,591+3,887+58.97%Add
ASSETMARK, INC
<0.01%<0.01%#34$390,70110,080$208,2225,907+4,173+70.64%Add
FSA WEALTH PARTNERS, INC.
0.08%0.1%#9$328,7628,482$207,7645,894+2,588+43.91%Add
QRG CAPITAL MANAGEMENT, INC.
<0.01%<0.01%#28$220,5065,689$255,4577,247-1,558-21.50%Reduce
MORGAN STANLEY
<0.01%<0.01%#45$164,3044,239$103,4182,914+1,325+45.47%Add
Allworth Financial LP
<0.01%<0.01%#35$138,6453,577$170,5404,838-1,261-26.06%Reduce
Pinnacle Bancorp, Inc.
0.03%0.02%#15$118,8383,066$75,2242,134+932+43.67%Add
UBS Group AG
<0.01%<0.01%#44$85,6602,210$28,729815+1,395+171.17%Add
Pioneer Family Office, LLC
0.04%0.04%#12$73,4891,896$66,8351,89600.00%Unchanged
HARBOR INVESTMENT ADVISORY, LLC
<0.01%#25$62,9461,624$00+1,624New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#43$43,9151,133$64,1551,820-687-37.75%Reduce
Wellington Grp LLC
0.01%<0.01%#21$28,940821$12,322347+474+136.60%Add
Golden State Wealth Management, LLC
<0.01%#26$25,504658$00+658New Buy
Signature Resources Capital Management, LLC
0.01%0.01%#23$17,985464$16,35646400.00%Unchanged
Crews Bank & Trust
<0.01%#30$12,016310$00+310New Buy
IFP Advisors, Inc
<0.01%<0.01%#39$11,667301$10,61030100.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
<0.01%#32$7,945205$00+205New Buy
Integrated Wealth Concepts LLC
<0.01%#42$6,189160$00+160New Buy
Ascentis Independent Advisors
<0.01%<0.01%#38$2,36167$2,3616700.00%Unchanged
Signature Equity Partners, LLC
<0.01%<0.01%#36$1,08528$9872800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow