TRUST FOR PROFESSIONAL MANAGERS - MINN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAIRS & POWER INC | History | Added to | 410,865 | 9,090 | 0.09% | 0.07% | 1 | +86,129 | 26.52% | Q1 2026 | May 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 79,951 | 1,768 | 0.13% | 0.08% | 2 | +33,358 | 71.59% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Added to | 56,858 | 1,257 | 0.07% | 0.11% | 3 | +3,573 | 6.71% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 45,186 | 999 | 0.0% | 0.0% | 4 | +23,325 | 106.7% | Q1 2026 | May 12, 2026 |
| BAYBAN | History | Added to | 35,298 | 780 | 0.68% | 0.65% | 5 | +2,644 | 8.1% | Q1 2026 | Apr 24, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 17,689 | 391 | 0.03% | 0.03% | 6 | +128 | 0.73% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,393 | 385 | 0.0% | 0.0% | 7 | +1,000 | 6.1% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 16,555 | 366 | 0.0% | 0.0% | 8 | -766 | -4.42% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,205 | 336 | 0.0% | 0.0% | 9 | +483 | 3.28% | Q1 2026 | Apr 27, 2026 |
| Winter & Associates, Inc. | History | Reduced | 14,971 | 332 | 0.29% | 0.36% | 10 | -2,350 | -13.57% | Q1 2026 | Apr 08, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 14,396 | 319 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CPA Asset Management Group, LLC | History | No change | 13,112 | 290 | 0.1% | 0.1% | 12 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Trust Point Inc. | History | No change | 12,000 | 265 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Fisher Asset Management, LLC | History | No change | 10,385 | 229 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,036 | 222 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,473 | 165 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 4,001 | 88 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,576 | 79 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,529 | 34 | 0.01% | — | 19 | +1,529 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 398 | 8 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,669 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Management Associates, Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -11,504 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,896 | -100.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 05, 2026 |