Institutional Ownership
Trust For Professional Manag
CUSIP 89834G729ACTIVEPASSIVE USAPUEQ1 2026
Institutional Holders
53
13F filers
Shares Held
57.30M
Aggregate institutional
Institutional Value
$2.29B
Q1 2026
Net New Holders
-1
5 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased23
Decreased16
Sold out6
Institutional Holders
53 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 25.38M | $1.02B | +2.81M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | 24.92M | $998.65M | −1.88M | Reduced |
| 3 | Lpl Financial LLC | 1.96M | $78.53M | −213.1K | Reduced |
| 4 | Principal Securities, Inc. | 1.37M | $54.87M | +67.1K | Added |
| 5 | Mml Investors Services, LLC | 878.3K | $35.20M | +89.5K | Added |
| 6 | &Partners | 448.7K | $17.98M | +48.1K | Added |
| 7 | B. Riley Wealth Advisors, Inc. | 430.2K | $16.74M | −18.8K | Reduced |
| 8 | Osaic Holdings, Inc. | 402.4K | $16.13M | −34.3K | Reduced |
| 9 | Cetera Investment Advisers | 339.0K | $13.59M | +45.5K | Added |
| 10 | Resolute Wealth Advisor, Inc. | 271.2K | $10.87M | +271.2K | First Filing |
43 more institutional holders on Premium
See every fund holding Trust For Professional Manag, with full quarter-over-quarter share changes.
Unlock all holders