CUSD — Trust For Professional Manag Institutional Holders · Q2 2026
Who owns Trust For Professional Manag (CUSD)? 11 institutions reported holding $3.74M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Prepared Retirement Institute LLC ($1.8M), Susquehanna International Group, LLP ($1.3M), Westmount Partners, LLC ($337,694).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Prepared Retirement Institute LLC | $1.8M | 91,765 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 64,967 | Trimmed |
| 3 | Westmount Partners, LLC | $337,694 | 17,402 | Trimmed |
| 4 | Compass Ion Advisors, LLC | $318,107 | 16,393 | Trimmed |
| 5 | MORGAN STANLEY | $25,227 | 1,300 | Hold |
| 6 | UBS Group AG | $8,577 | 442 | Trimmed |
| 7 | JPMORGAN CHASE & CO | $1,900 | 100 | Hold |
| 8 | Westbourne Investment Advisors, Inc. | $1,522 | 29,839 | Hold |
| 9 | OSAIC HOLDINGS, INC. | $1,234 | 63 | Hold |
| 10 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 11 | FAS Wealth Partners, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30