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

TRUST FOR PROFESSIONAL MANAG

APCB
Institutions
39
Combined AUM (Q2 2026)
$1.00B
Combined Shares (Q2 2026)
34.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.3M
32 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-200,868
10 · 6 Exit · ≈
⚖️ Net
+1.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.00B
Institutions
39
New Buys
6
Adds
26
Reduces
4
Exits
6
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Envestnet Portfolio Solutions, Inc.
2.18%2.5%#1$455.2M15.5M$451.0M15.3M+154,020+1.01%Add
ENVESTNET ASSET MANAGEMENT INC
0.1%0.11%#8$421.2M14.3M$400.1M13.6M+725,351+5.34%Add
LPL Financial LLC
0.01%0.01%#21$36.4M1.2M$35.8M1.2M+22,696+1.87%Add
PRINCIPAL SECURITIES, INC.
0.26%0.28%#5$21.3M725,014$19.4M659,492+65,522+9.94%Add
MML INVESTORS SERVICES, LLC
0.03%0.03%#15$14.4M488,149$12.3M419,046+69,103+16.49%Add
Cetera Investment Advisers
0.01%0.01%#20$9.3M316,054$6.2M209,782+106,272+50.66%Add
&PARTNERS
0.03%0.03%#16$6.3M213,551$6.0M202,984+10,567+5.21%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#22$6.3M212,379$6.1M207,165+5,214+2.52%Add
Spire Wealth Management
0.18%0.18%#6$6.0M204,021$5.1M174,338+29,683+17.03%Add
B. Riley Wealth Advisors, Inc.
0.32%0.29%#4$5.9M199,369$4.5M154,186+45,183+29.30%Add
PARK AVENUE SECURITIES LLC
0.02%0.02%#17$2.8M94,627$2.4M81,201+13,426+16.53%Add
World Investment Advisors
0.04%0.04%#12$2.5M85,608$2.5M85,412+196+0.23%Add
WEDBUSH SECURITIES INC
0.06%0.07%#11$2.3M76,856$2.2M75,853+1,003+1.32%Add
Farther Finance Advisors, LLC
0.02%0.02%#18$2.0M68,962$2.1M72,912-3,950-5.42%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#34$1.9M64,182$1.4M47,304+16,878+35.68%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#35$1.4M47,356$500,82717,006+30,350+178.47%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#36$665,49622,615$1.3M43,666-21,051-48.21%Reduce
Financial Sense Advisors, Inc.
0.13%0.13%#7$646,81021,980$636,79821,623+357+1.65%Add
Mariner, LLC
<0.01%<0.01%#32$623,62121,192$675,67122,943-1,751-7.63%Reduce
Capital Asset Managemnet, LLC
1.29%0.49%#2$572,29419,448$432,34014,680+4,768+32.48%Add
RESOLUTE WEALTH ADVISOR, INC.
0.86%2.55%#3$536,60918,221$4.5M152,046-133,825-88.02%Reduce
DIVERSIFY WEALTH MANAGEMENT, LLC
<0.01%<0.01%#24$380,82313,125$204,4586,931+6,194+89.37%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#33$301,59010,249$300,14010,191+58+0.57%Add
Pathstone Holdings, LLC
<0.01%<0.01%#28$297,56810,112$256,7168,717+1,395+16.00%Add
FSA WEALTH PARTNERS, INC.
0.07%#9$293,0669,959$00+9,959New Buy
NewEdge Advisors, LLC
<0.01%<0.01%#29$273,2619,286$273,4739,28600.00%Unchanged
Founders Financial Alliance, LLC
0.03%#13$254,0748,634$00+8,634New Buy
Pioneer Family Office, LLC
0.06%0.07%#10$115,9433,940$116,0323,94000.00%Unchanged
Pinnacle Bancorp, Inc.
0.03%0.02%#14$114,9433,906$73,4192,493+1,413+56.68%Add
HARBOR INVESTMENT ADVISORY, LLC
0.01%#23$93,3143,171$00+3,171New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#37$92,1073,130$19,879675+2,455+363.70%Add
IFP Advisors, Inc
<0.01%<0.01%#30$42,8171,455$39,7871,351+104+7.70%Add
Wellington Grp LLC
0.01%0.01%#19$37,7551,282$21,378721+561+77.81%Add
MORGAN STANLEY
<0.01%<0.01%#39$36,6661,246$19,870666+580+87.09%Add
Golden State Wealth Management, LLC
<0.01%#26$24,071818$00+818New Buy
FIDUCIARY FINANCIAL ADVISORS
<0.01%#31$7,003238$00+238New Buy
Signature Resources Capital Management, LLC
<0.01%<0.01%#25$6,592224$6,59722400.00%Unchanged
Signature Equity Partners, LLC
<0.01%<0.01%#27$3,387115$1,74659+56+94.92%Add
Integrated Wealth Concepts LLC
<0.01%#38$1,84363$00+63New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow