Institutional Ownership
Trust For Professional Manag
CUSIP 89834G570PERFORMANCE TR SSTBFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
17
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Rothschild Investment LLC | 243.9K | $6.18M |
| 2 | Dkm Wealth Management, Inc. | 182.7K | $4.63M |
| 3 | Blue Jean Financial LLC | 99.4K | $2.52M |
| 4 | Winebrenner Capital Management LLC | 86.4K | $2.19M |
| 5 | Private Advisor Group, LLC | 36.9K | $934.9K |
| 6 | Lpl Financial LLC | 35.4K | $897.0K |
| 7 | Chicago Wealth Management, Inc. | 29.1K | $737.5K |
| 8 | Acorn Wealth Advisors, LLC | 20.8K | $526.9K |
| 9 | Royal Bank Of Canada | 16.4K | $415.0K |
| 10 | Summit Financial, LLC | 15.4K | $390.8K |