Institutional Ownership
Trust For Professional Manag
CUSIP 89834G570PERFORMANCE TR SSTBFQ1 2026
Institutional Holders
17
13F filers
Shares Held
914.9K
Aggregate institutional
Institutional Value
$20.40M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased13
Decreased0
Sold out1
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Rothschild Investment LLC | 243.9K | $6.18M | +73.1K | Added |
| 2 | Dkm Wealth Management, Inc. | 182.7K | $4.63M | +58.7K | Added |
| 3 | Blue Jean Financial LLC | 99.4K | $2.52M | +4.0K | Added |
| 4 | Winebrenner Capital Management LLC | 86.4K | $2.19M | +8.3K | Added |
| 5 | Private Advisor Group, LLC | 36.9K | $934.9K | +9.4K | Added |
| 6 | Lpl Financial LLC | 35.4K | $897.0K | +35.4K | New |
| 7 | Chicago Wealth Management, Inc. | 29.1K | $737.5K | +19 | Added |
| 8 | Acorn Wealth Advisors, LLC | 20.8K | $526.9K | +6.9K | Added |
| 9 | Royal Bank Of Canada | 16.4K | $415.0K | +13.1K | Added |
| 10 | Summit Financial, LLC | 15.4K | $390.8K | +1.9K | Added |
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