Who Owns TRUST FOR PROFESSIONAL MANAG (APIE)? -- Institutional Holders (2026-06-30)

51 institutions reported holding $1.14B of TRUST FOR PROFESSIONAL MANAG (APIE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($512.9M), Envestnet Portfolio Solutions, Inc. ($471.1M), LPL Financial LLC ($41.1M), PRINCIPAL SECURITIES, INC. ($29.3M), MML INVESTORS SERVICES, LLC ($18.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$512.9M13.2MAdded
2Envestnet Portfolio Solutions, Inc.$471.1M12.2MAdded
3LPL Financial LLC$41.1M1.1MAdded
4PRINCIPAL SECURITIES, INC.$29.3M756,249Added
5MML INVESTORS SERVICES, LLC$18.4M474,951Added
6B. Riley Wealth Advisors, Inc.$9.7M252,940Added
7Cetera Investment Advisers$9.6M247,724Added
8&PARTNERS$9.1M231,306Added
9OSAIC HOLDINGS, INC.$8.3M214,856Trimmed
10PARK AVENUE SECURITIES LLC$6.4M164,507New
11RESOLUTE WEALTH ADVISOR, INC.$4.7M132,128Hold
12Spire Wealth Management$3.7M94,332Added
13SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.1M53,615Added
14Farther Finance Advisors, LLC$2.1M53,283Trimmed
15WEDBUSH SECURITIES INC$1.8M45,684Added
16World Investment Advisors$1.6M44,843Trimmed
17HRT FINANCIAL LP$888,00022,925New
18Cambridge Investment Research Advisors, Inc.$786,00020,287Trimmed
19Mariner, LLC$714,69618,439Trimmed
20Founders Financial Alliance, LLC$711,20818,349New
21COMMONWEALTH EQUITY SERVICES, LLC$709,87018,315Added
22JANE STREET GROUP, LLC$703,41618,148Added
23Financial Sense Advisors, Inc.$698,80518,029Trimmed
24PRINCIPAL FINANCIAL GROUP INC$689,73417,795Trimmed
25NewEdge Advisors, LLC$622,48616,060Hold

Source: SEC Form 13F filings · as of 2026-06-30