TRUST FOR PROFESSIONAL MANAGERS - APIE

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$997.5M

QoQ value delta ($000)

-$16.15M (-1.59%)

Implied price effect (QoQ)

-0.81%

Total shares

28,318,969

QoQ shares delta

-225,373 (-0.79%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 41 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
ENVESTNET ASSET MANAGEMENT INC	442,931	12,565,436	0.12%
Envestnet Portfolio Solutions, Inc.	428,216	12,147,990	2.37%
LPL Financial LLC	35,310	1,001,712	0.01%
PRINCIPAL SECURITIES, INC.	24,495	694,896	0.36%
MML INVESTORS SERVICES, LLC	15,501	439,764	0.04%
&PARTNERS	8,055	228,561	0.04%
OSAIC HOLDINGS, INC.	7,586	215,217	0.01%
B. Riley Wealth Advisors, Inc.	7,217	211,473	0.46%
Cetera Investment Advisers	5,854	166,098	0.01%
RESOLUTE WEALTH ADVISOR, INC.	4,657	132,128	2.65%
Spire Wealth Management	2,893	82,079	0.1%
Farther Finance Advisors, LLC	2,014	56,432	0.02%
CITADEL ADVISORS LLC	1,939	55,009	0.0%
World Investment Advisors	1,599	45,362	0.03%
WEDBUSH SECURITIES INC	1,588	45,054	0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,266	35,916	0.0%
Cambridge Investment Research Advisors, Inc.	742	21,052	0.0%
Mariner, LLC	720	20,440	0.0%
PRINCIPAL FINANCIAL GROUP INC	659	18,699	0.0%
Financial Sense Advisors, Inc.	644	18,271	0.13%
COMMONWEALTH EQUITY SERVICES, LLC	629	17,868	0.0%
Kestra Advisory Services, LLC	494	14,034	0.0%
Sigma Planning Corp	428	12,157	0.01%
JANE STREET GROUP, LLC	307	8,710	0.0%
QRG CAPITAL MANAGEMENT, INC.	255	7,247	0.0%