TRUST FOR PROFESSIONAL MANAGERS - APCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | History | Added to | 16,305,253 | 483,450 | 1.7% | 1.78% | 1 | +157,781 | 0.98% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 12,313,849 | 365,105 | 0.11% | 0.1% | 2 | +1,053,330 | 9.35% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 1,334,937 | 39,580 | 0.01% | 0.01% | 3 | -43,504 | -3.16% | Q4 2025 | Feb 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 648,211 | 19,219 | 0.3% | 0.29% | 4 | +49,742 | 8.31% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 394,683 | 11,702 | 0.03% | 0.03% | 5 | +49,184 | 14.24% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 193,809 | 5,746 | 0.19% | 0.18% | 6 | +11,974 | 6.59% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 193,703 | 5,743 | 0.01% | 0.01% | 7 | +1,006 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 190,100 | 5,636 | 0.01% | 0.01% | 8 | +29,375 | 18.28% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 165,100 | 4,900 | 0.03% | 0.02% | 9 | +80,664 | 95.53% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 162,252 | 4,810 | 0.22% | 0.2% | 10 | +14,450 | 9.78% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 85,134 | 2,524 | 0.04% | 0.04% | 11 | +26,928 | 46.26% | Q4 2025 | Mar 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 74,579 | 2,211 | 0.02% | 0.01% | 12 | +10,997 | 17.3% | Q4 2025 | Jan 05, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 63,827 | 1,892 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 41,299 | 1,225 | 0.04% | 0.06% | 14 | -9,039 | -17.96% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Reduced | 36,824 | 1,091 | 0.0% | 0.0% | 15 | -15,563 | -29.71% | Q4 2025 | Feb 13, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 21,494 | 637 | 0.12% | 0.1% | 16 | +2,559 | 13.51% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,129 | 626 | 0.0% | 0.0% | 17 | -59,484 | -73.79% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,612 | 522 | 0.0% | 0.0% | 18 | -598 | -3.28% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 14,810 | 439 | 0.0% | — | 19 | +14,810 | New | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,840 | 380 | 0.0% | 0.01% | 20 | -121,511 | -90.44% | Q4 2025 | Feb 12, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 9,542 | 282 | 0.02% | 0.02% | 21 | -850 | -8.18% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | New | 9,286 | 275 | 0.0% | — | 22 | +9,286 | New | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 8,717 | 258 | 0.0% | — | 23 | +8,717 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,367 | 159 | 0.0% | — | 24 | +5,367 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,081 | 91 | 0.0% | — | 25 | +3,081 | New | Q4 2025 | Feb 05, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,493 | 73 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,850 | 55 | 0.0% | — | 27 | +1,850 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,351 | 40 | 0.0% | 0.0% | 28 | -2,749 | -67.05% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | No change | 666 | 19 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Resources Capital Management, LLC | History | New | 622 | 18 | 0.01% | — | 30 | +622 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | New | 450 | 13 | 0.0% | — | 31 | +450 | New | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | New | 59 | 1 | 0.0% | — | 33 | +59 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 46 | 1 | 0.0% | 0.0% | 32 | -38 | -45.24% | Q4 2025 | Feb 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,603 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,475 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -909 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -476 | -100.0% | Q3 2025 | Nov 05, 2025 |