Institutional Ownership
Trust For Professional Manag
CUSIP 89834G729ACTIVEPASSIVE USAPUEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
53
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 | Envestnet Asset Management Inc | 25.38M | $1.02B |
| 2 | Envestnet Portfolio Solutions, Inc. | 24.92M | $998.65M |
| 3 | Lpl Financial LLC | 1.96M | $78.53M |
| 4 | Principal Securities, Inc. | 1.37M | $54.87M |
| 5 | Mml Investors Services, LLC | 878.3K | $35.20M |
| 6 | &Partners | 448.7K | $17.98M |
| 7 | B. Riley Wealth Advisors, Inc. | 430.2K | $16.74M |
| 8 | Osaic Holdings, Inc. | 402.4K | $16.13M |
| 9 | Cetera Investment Advisers | 339.0K | $13.59M |
| 10 | Resolute Wealth Advisor, Inc. | 271.2K | $10.87M |