Who Owns TRUST FOR PROFESSIONAL MANAG (MINN)? -- Institutional Holders (2026-06-30)
23 institutions reported holding $19.1M of TRUST FOR PROFESSIONAL MANAG (MINN) in SEC 13F filings for 2026-06-30. Largest institutional holders: MAIRS & POWER INC ($10.5M), Tradition Wealth Management, LLC ($2.4M), OneAscent Financial Services LLC ($1.4M), TRUST POINT INC. ($904,647), BAYBAN ($665,535). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MAIRS & POWER INC | $10.5M | 470,668 | Added |
| 2 | Tradition Wealth Management, LLC | $2.4M | 104,966 | Added |
| 3 | OneAscent Financial Services LLC | $1.4M | 62,746 | Added |
| 4 | TRUST POINT INC. | $904,647 | 40,395 | Added |
| 5 | BAYBAN | $665,535 | 29,718 | Trimmed |
| 6 | First Heartland Consultants, Inc. | $445,160 | 19,878 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $358,000 | 15,977 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $351,630 | 15,701 | Added |
| 9 | CPA Asset Management Group, LLC | $293,644 | 13,112 | Hold |
| 10 | CITADEL ADVISORS LLC | $269,613 | 12,039 | New |
| 11 | Fisher Asset Management, LLC | $232,572 | 10,385 | Hold |
| 12 | Focus Partners Advisor Solutions, LLC | $231,318 | 10,329 | Trimmed |
| 13 | Winter & Associates, Inc. | $231,316 | 10,329 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $224,752 | 10,036 | Hold |
| 15 | Bond & Devick Financial Network, Inc. | $203,593 | 9,091 | New |
| 16 | OSAIC HOLDINGS, INC. | $184,065 | 8,217 | Added |
| 17 | MORGAN STANLEY | $89,635 | 4,002 | Added |
| 18 | Farther Finance Advisors, LLC | $80,085 | 3,576 | Hold |
| 19 | Geneos Wealth Management Inc. | $8,915 | 398 | Hold |
| 20 | UBS Group AG | $3,247 | 145 | New |
| 21 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 22 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
| 23 | BALLAST ADVISORS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30