Institutional Ownership
Trust For Professional Manag
CUSIP 89834G745ACTIVEPASSIVE MNAPMUQ1 2026
Institutional Holders
22
13F filers
Shares Held
9.82M
Aggregate institutional
Institutional Value
$239.43M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased9
Decreased7
Sold out3
Institutional Holders
22 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 5.01M | $124.80M | +673.0K | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | 3.09M | $76.91M | −183.7K | Reduced |
| 3 | Lpl Financial LLC | 452.2K | $11.26M | +14.6K | Added |
| 4 | Principal Securities, Inc. | 411.8K | $10.25M | +20.9K | Added |
| 5 | Mml Investors Services, LLC | 182.2K | $4.54M | +54.5K | Added |
| 6 | &Partners | 165.6K | $4.12M | +62.9K | Added |
| 7 | B. Riley Wealth Advisors, Inc. | 93.9K | $2.33M | −381 | Reduced |
| 8 | Cetera Investment Advisers | 80.4K | $2.00M | +26.0K | Added |
| 9 | Principal Financial Group Inc | 43.0K | $1.07M | +556 | Added |
| 10 | Commonwealth Equity Services, LLC | 13.8K | $342.2K | −318 | Reduced |
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