TRUST FOR PROFESSIONAL MANAGERS - APUE

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$2.297B
QoQ value delta ($000)
-$38.12M (-1.63%)
Implied price effect (QoQ)
-3.84%
Shares
Total shares
57,333,024
QoQ shares delta
+1,284,043 (+2.29%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 59 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
ENVESTNET ASSET MANAGEMENT INC 1,017,084 25,376,362 0.27%
Envestnet Portfolio Solutions, Inc. 998,653 24,916,499 5.53%
LPL Financial LLC 78,530 1,959,350 0.02%
PRINCIPAL SECURITIES, INC. 54,868 1,368,975 0.8%
MML INVESTORS SERVICES, LLC 35,203 878,324 0.1%
&PARTNERS 17,982 448,666 0.09%
B. Riley Wealth Advisors, Inc. 16,736 430,240 1.06%
OSAIC HOLDINGS, INC. 16,130 402,444 0.02%
Cetera Investment Advisers 13,585 338,970 0.01%
RESOLUTE WEALTH ADVISOR, INC. 10,868 271,164 6.19%
Spire Wealth Management 6,724 167,768 0.23%
Farther Finance Advisors, LLC 4,903 121,488 0.05%
World Investment Advisors 3,711 92,599 0.06%
WEDBUSH SECURITIES INC 3,656 91,223 0.11%
Cambridge Investment Research Advisors, Inc. 1,599 39,906 0.0%
Financial Sense Advisors, Inc. 1,507 37,608 0.31%
Mariner, LLC 1,259 31,413 0.0%
NewEdge Advisors, LLC 1,171 29,221 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 971 24,246 0.0%
MORGAN STANLEY 929 23,200 0.0%
Kestra Advisory Services, LLC 862 21,507 0.0%
Sigma Planning Corp 861 21,493 0.02%
CITADEL ADVISORS LLC 789 19,694 0.0%
PRINCIPAL FINANCIAL GROUP INC 645 16,101 0.0%
QRG CAPITAL MANAGEMENT, INC. 606 15,123 0.01%