TRUST FOR PROFESSIONAL MANAGERS - JGRW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JENSEN INVESTMENT MANAGEMENT INC | History | New | 517,847 | 14,015 | 0.22% | — | 1 | +517,847 | New | Q4 2025 | Feb 11, 2026 |
| SOL Capital Management CO | History | Added to | 384,506 | 10,407 | 0.93% | 0.57% | 2 | +150,616 | 64.4% | Q4 2025 | Jan 30, 2026 |
| Bill Few Associates, Inc. | History | Added to | 157,541 | 4,263 | 1.05% | 0.13% | 3 | +138,704 | 736.34% | Q4 2025 | Jan 12, 2026 |
| DMKC Advisory Services, LLC | History | Added to | 119,204 | 3,226 | 1.42% | 1.43% | 4 | +15,716 | 15.19% | Q4 2025 | Jan 30, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 52,518 | 1,421 | 0.22% | 0.21% | 5 | +2,994 | 6.05% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 44,764 | 1,211 | 0.0% | 0.0% | 6 | -27,770 | -38.29% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 28,058 | 759 | 0.02% | 0.02% | 7 | +490 | 1.78% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 24,818 | 671 | 0.06% | — | 8 | +24,818 | New | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | Added to | 15,913 | 430 | 0.07% | 0.05% | 9 | +5,669 | 55.34% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,112 | 409 | 0.0% | 0.0% | 10 | -3,497 | -18.79% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | New | 14,122 | 382 | 0.02% | — | 11 | +14,122 | New | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 12,498 | 338 | 0.0% | — | 12 | +12,498 | New | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,400 | 310 | 0.0% | — | 13 | +11,400 | New | Q4 2025 | Jan 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 8,349 | 225 | 0.02% | 0.02% | 14 | -1,600 | -16.08% | Q4 2025 | Jan 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,662 | 207 | 0.0% | 0.0% | 15 | -9,929 | -56.44% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | New | 843 | 22 | 0.01% | — | 16 | +843 | New | Q4 2025 | Jan 15, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 502 | 13 | 0.01% | — | 19 | +502 | New | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 482 | 13 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 502 | 13 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | New | 200 | 5 | 0.0% | — | 20 | +200 | New | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 55 | 1 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.51% | — | -75,043 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -12,824 | -100.0% | Q3 2025 | Nov 04, 2025 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,835 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q3 2025 | Feb 03, 2026 |