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

26 institutions reported holding $266.7M of TRUST FOR PROFESSIONAL MANAG (APMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($137.2M), Envestnet Portfolio Solutions, Inc. ($80.4M), PRINCIPAL SECURITIES, INC. ($11.7M), LPL Financial LLC ($10.8M), MML INVESTORS SERVICES, LLC ($6.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$137.2M5.5MAdded
2Envestnet Portfolio Solutions, Inc.$80.4M3.2MAdded
3PRINCIPAL SECURITIES, INC.$11.7M468,687Added
4LPL Financial LLC$10.8M430,092Trimmed
5MML INVESTORS SERVICES, LLC$6.1M242,342Added
6PARK AVENUE SECURITIES LLC$5.2M207,484Added
7&PARTNERS$4.6M185,158Added
8Cetera Investment Advisers$3.6M145,249Added
9B. Riley Wealth Advisors, Inc.$2.4M97,585Added
10JANE STREET GROUP, LLC$1.2M49,518New
11PRINCIPAL FINANCIAL GROUP INC$1.1M45,560Added
12Founders Financial Alliance, LLC$387,41515,466New
13RESOLUTE WEALTH ADVISOR, INC.$311,55412,517Hold
14COMMONWEALTH EQUITY SERVICES, LLC$308,59012,319Trimmed
15Allworth Financial LP$281,45611,236Hold
16Financial Sense Advisors, Inc.$279,82711,171Trimmed
17OSAIC HOLDINGS, INC.$236,5929,444Added
18Spire Wealth Management$169,7606,777Added
19Farther Finance Advisors, LLC$133,3885,325Hold
20PNC Financial Services Group, Inc.$72,8942,910Trimmed
21Crews Bank & Trust$10,270410New
22ASSETMARK, INC$3,307132New
23UBS Group AG$1,10244Trimmed
24MORGAN STANLEY$251Hold
25SUSQUEHANNA INTERNATIONAL GROUP, LLP$00Exited

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