Institutional Ownership
Trust For Professional Manag
CUSIP 89834G737ACTIVEPASSIVE EQAPIEQ1 2026
Institutional Holders
42
13F filers
Shares Held
28.32M
Aggregate institutional
Institutional Value
$995.19M
Q1 2026
Net New Holders
+1
7 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased16
Decreased12
Sold out6
Institutional Holders
42 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 12.57M | $442.93M | +946.2K | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | 12.15M | $428.22M | −1.21M | Reduced |
| 3 | Lpl Financial LLC | 1.00M | $35.31M | −116.3K | Reduced |
| 4 | Principal Securities, Inc. | 694.9K | $24.50M | +27.2K | Added |
| 5 | Mml Investors Services, LLC | 439.8K | $15.50M | +22.1K | Added |
| 6 | &Partners | 228.6K | $8.06M | +13.2K | Added |
| 7 | Osaic Holdings, Inc. | 215.2K | $7.59M | −37.4K | Reduced |
| 8 | B. Riley Wealth Advisors, Inc. | 211.5K | $7.22M | −11.4K | Reduced |
| 9 | Cetera Investment Advisers | 166.1K | $5.85M | +16.4K | Added |
| 10 | Resolute Wealth Advisor, Inc. | 132.1K | $4.66M | +132.1K | First Filing |
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