Tr For Professional Manager Activepassive Mn · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.03% | #8 | $137.2M | 5.5M | $124.8M | 5.0M | +464,885+9.27% | Add | |
| Envestnet Portfolio Solutions, Inc. | 0.39% | 0.43% | #2 | $80.4M | 3.2M | $76.9M | 3.1M | +120,221+3.89% | Add | |
| PRINCIPAL SECURITIES, INC. | 0.14% | 0.15% | #3 | $11.7M | 468,687 | $10.3M | 411,841 | +56,846+13.80% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #13 | $10.8M | 430,092 | $11.3M | 452,184 | -22,092-4.89% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #10 | $6.1M | 242,342 | $4.5M | 182,239 | +60,103+32.98% | Add | |
| PARK AVENUE SECURITIES LLC | 0.03% | 0.04% | #7 | $5.2M | 207,484 | $4.9M | 195,719 | +11,765+6.01% | Add | |
| &PARTNERS | 0.02% | 0.02% | #9 | $4.6M | 185,158 | $4.1M | 165,646 | +19,512+11.78% | Add | |
| Cetera Investment Advisers | <0.01% | <0.01% | #12 | $3.6M | 145,249 | $2.0M | 80,366 | +64,883+80.73% | Add | |
| B. Riley Wealth Advisors, Inc. | 0.13% | 0.15% | #4 | $2.4M | 97,585 | $2.3M | 93,857 | +3,728+3.97% | Add | |
| JANE STREET GROUP, LLC | <0.01% | — | #20 | $1.2M | 49,518 | $0 | 0 | +49,518 | New Buy | |
| PRINCIPAL FINANCIAL GROUP INC | <0.01% | <0.01% | #17 | $1.1M | 45,560 | $1.1M | 42,994 | +2,566+5.97% | Add | |
| Founders Financial Alliance, LLC | 0.05% | — | #6 | $387,415 | 15,466 | $0 | 0 | +15,466 | New Buy | |
| RESOLUTE WEALTH ADVISOR, INC. | 0.5% | 0.18% | #1 | $311,554 | 12,517 | $311,554 | 12,517 | 00.00% | Unchanged | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | <0.01% | #18 | $308,590 | 12,319 | $342,240 | 13,750 | -1,431-10.41% | Reduce | |
| Allworth Financial LP | <0.01% | <0.01% | #15 | $281,456 | 11,236 | $279,669 | 11,236 | 00.00% | Unchanged | |
| Financial Sense Advisors, Inc. | 0.06% | 0.06% | #5 | $279,827 | 11,171 | $282,581 | 11,353 | -182-1.60% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #19 | $236,592 | 9,444 | $220,014 | 8,839 | +605+6.84% | Add | |
| Spire Wealth Management | 0.01% | 0.01% | #11 | $169,760 | 6,777 | $158,776 | 6,379 | +398+6.24% | Add | |
| Farther Finance Advisors, LLC | <0.01% | <0.01% | #16 | $133,388 | 5,325 | $132,433 | 5,325 | 00.00% | Unchanged | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #21 | $72,894 | 2,910 | $90,526 | 3,637 | -727-19.99% | Reduce | |
| Crews Bank & Trust | <0.01% | — | #14 | $10,270 | 410 | $0 | 0 | +410 | New Buy | |
| ASSETMARK, INC | <0.01% | — | #22 | $3,307 | 132 | $0 | 0 | +132 | New Buy | |
| UBS Group AG | <0.01% | <0.01% | #23 | $1,102 | 44 | $7,791 | 313 | -269-85.94% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #24 | $25 | 1 | $25 | 1 | 00.00% | Unchanged |