Institutional Ownership
Trust For Professional Manag
CUSIP 89834G752ACTIVEPASSIVE CRAPCBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
38
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 Portfolio Solutions, Inc. | 15.32M | $451.05M |
| 2 | Envestnet Asset Management Inc | 13.59M | $400.13M |
| 3 | Lpl Financial LLC | 1.21M | $35.76M |
| 4 | Principal Securities, Inc. | 659.5K | $19.42M |
| 5 | Mml Investors Services, LLC | 419.0K | $12.34M |
| 6 | Cetera Investment Advisers | 209.8K | $6.18M |
| 7 | Osaic Holdings, Inc. | 207.2K | $6.10M |
| 8 | &Partners | 203.0K | $5.98M |
| 9 | Spire Wealth Management | 174.3K | $5.13M |
| 10 | B. Riley Wealth Advisors, Inc. | 154.2K | $4.53M |