TRUST FOR PROFESSIONAL MANAGERS - 89834G778
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VERUS CAPITAL PARTNERS, LLC | History | New | 187,779 | 3,568 | 0.22% | — | 1 | +187,779 | New | Q4 2025 | Feb 11, 2026 |
| Prepared Retirement Institute LLC | History | Reduced | 120,847 | 2,296 | 1.16% | 1.7% | 2 | -29,526 | -19.64% | Q4 2025 | Jan 29, 2026 |
| Balance Wealth, LLC | History | Added to | 83,861 | 1,593 | 0.51% | 0.42% | 3 | +5,667 | 7.25% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 75,526 | 1,435 | 0.0% | 0.0% | 4 | -15,851 | -17.35% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 44,855 | 852 | 0.02% | 0.02% | 5 | -6,094 | -11.96% | Q4 2025 | Feb 12, 2026 |
| Westmount Partners, LLC | History | Reduced | 24,925 | 473 | 0.12% | 0.43% | 6 | -51,850 | -67.54% | Q4 2025 | Jan 15, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 18,069 | 343 | 0.03% | 0.04% | 7 | -93 | -0.51% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 10,771 | 204 | 0.01% | 0.01% | 8 | +1,292 | 13.63% | Q4 2025 | Feb 18, 2026 |
| MORGAN STANLEY | History | No change | 1,300 | 24 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 147 | 2 | 0.0% | 0.0% | 10 | -3,908 | -96.37% | Q4 2025 | Feb 17, 2026 |
| Westbourne Investment Advisors, Inc. | History | No change | 29,839 | 2 | 0.0% | — | 11 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 100 | 1 | 0.0% | — | 12 | +100 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63 | 1 | 0.0% | 0.0% | 13 | +7 | 12.5% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -15,869 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ellsworth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -10,239 | -100.0% | Q3 2025 | Oct 16, 2025 |