11 institutions reported holding $3.7M of TRUST FOR PROFESSIONAL MANAG (SPC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Prepared Retirement Institute LLC ($1.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.3M), Westmount Partners, LLC ($337,694), Compass Ion Advisors, LLC ($318,107), MORGAN STANLEY ($25,227). Source: SEC Form 13F.
| 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