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

67 institutions reported holding $2.72B of TRUST FOR PROFESSIONAL MANAG (APUE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.22B), Envestnet Portfolio Solutions, Inc. ($1.14B), LPL Financial LLC ($95.3M), PRINCIPAL SECURITIES, INC. ($68.6M), MML INVESTORS SERVICES, LLC ($42.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$1.22B26.3MAdded
2Envestnet Portfolio Solutions, Inc.$1.14B24.7MTrimmed
3LPL Financial LLC$95.3M2.1MAdded
4PRINCIPAL SECURITIES, INC.$68.6M1.5MAdded
5MML INVESTORS SERVICES, LLC$42.6M921,857Added
6B. Riley Wealth Advisors, Inc.$23.4M510,969Added
7Cetera Investment Advisers$22.4M485,560Added
8&PARTNERS$20.6M440,357Trimmed
9OSAIC HOLDINGS, INC.$18.7M404,246Added
10PARK AVENUE SECURITIES LLC$15.1M327,312New
11RESOLUTE WEALTH ADVISOR, INC.$10.9M271,164Hold
12Spire Wealth Management$8.8M190,401Added
13Farther Finance Advisors, LLC$5.3M115,006Trimmed
14WEDBUSH SECURITIES INC$4.3M92,140Added
15World Investment Advisors$3.8M89,234Trimmed
16CITADEL ADVISORS LLC$1.9M42,012Added
17Cambridge Investment Research Advisors, Inc.$1.8M38,034Trimmed
18Founders Financial Alliance, LLC$1.7M37,229New
19Financial Sense Advisors, Inc.$1.7M36,205Trimmed
20NewEdge Advisors, LLC$1.4M29,221Hold
21Mariner, LLC$1.3M27,747Trimmed
22COMMONWEALTH EQUITY SERVICES, LLC$1.2M25,935Added
23Sigma Planning Corp$1.0M22,118Added
24MORGAN STANLEY$1.0M22,090Trimmed
25Diversify Advisory Services, LLC$924,37120,243New

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