Institutional Ownership
Trust For Professional Manag
CUSIP 89834G737ACTIVEPASSIVE EQAPIEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
42
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 | 12.57M | $442.93M |
| 2 | Envestnet Portfolio Solutions, Inc. | 12.15M | $428.22M |
| 3 | Lpl Financial LLC | 1.00M | $35.31M |
| 4 | Principal Securities, Inc. | 694.9K | $24.50M |
| 5 | Mml Investors Services, LLC | 439.8K | $15.50M |
| 6 | &Partners | 228.6K | $8.06M |
| 7 | Osaic Holdings, Inc. | 215.2K | $7.59M |
| 8 | B. Riley Wealth Advisors, Inc. | 211.5K | $7.22M |
| 9 | Cetera Investment Advisers | 166.1K | $5.85M |
| 10 | Resolute Wealth Advisor, Inc. | 132.1K | $4.66M |