Institutional Ownership
Trust For Professional Manag
CUSIP 89834G752ACTIVEPASSIVE CRAPCBQ1 2026
Institutional Holders
38
13F filers
Shares Held
32.86M
Aggregate institutional
Institutional Value
$962.03M
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
Increased15
Decreased8
Sold out6
Institutional Holders
38 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 15.32M | $451.05M | −989.6K | Reduced |
| 2 | Envestnet Asset Management Inc | 13.59M | $400.13M | +1.27M | Added |
| 3 | Lpl Financial LLC | 1.21M | $35.76M | −120.5K | Reduced |
| 4 | Principal Securities, Inc. | 659.5K | $19.42M | +11.3K | Added |
| 5 | Mml Investors Services, LLC | 419.0K | $12.34M | +24.4K | Added |
| 6 | Cetera Investment Advisers | 209.8K | $6.18M | +19.7K | Added |
| 7 | Osaic Holdings, Inc. | 207.2K | $6.10M | +13.5K | Added |
| 8 | &Partners | 203.0K | $5.98M | +37.9K | Added |
| 9 | Spire Wealth Management | 174.3K | $5.13M | −19.5K | Reduced |
| 10 | B. Riley Wealth Advisors, Inc. | 154.2K | $4.53M | −8.1K | Reduced |
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