TRUST FOR PROFESSIONAL MANAGERS - 89834G778
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prepared Retirement Institute LLC | History | No change | 91,765 | 1,780 | 0.76% | 0.76% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 64,967 | 1,260 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Westmount Partners, LLC | History | No change | 17,402 | 337 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MORGAN STANLEY | History | No change | 1,300 | 25 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 442 | 8 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 100 | 1 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 29,839 | 1 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63 | 1 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Ion Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,393 | -100.0% | Q3 2026 | Oct 23, 2026 |