Institutional Ownership
Trust For Professional Manag
CUSIP 89834G778CROSSINGBRDG PRECUSDQ1 2026
Institutional Holders
10
13F filers
Shares Held
228.8K
Aggregate institutional
Institutional Value
$3.89M
Q1 2026
Net New Holders
-2
2 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased0
Decreased4
Sold out4
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Prepared Retirement Institute LLC | 91.7K | $1.79M | −29.2K | Reduced |
| 2 | Susquehanna International Group, LLP | 70.4K | $1.38M | −5.1K | Reduced |
| 3 | Westmount Partners, LLC | 17.8K | $348.8K | −7.1K | Reduced |
| 4 | Compass Ion Advisors, LLC | 17.0K | $333.1K | −1.0K | Reduced |
| 5 | Morgan Stanley | 1.3K | $25.4K | 0 | Held |
| 6 | Ubs Group AG | 555 | $10.9K | +555 | New |
| 7 | Jpmorgan Chase & Co | 100 | $1.9K | 0 | Held |
| 8 | Osaic Holdings, Inc. | 63 | $1.2K | 0 | Held |
| 9 | Westbourne Investment Advisors, Inc. | 29.8K | $522 | 0 | Held |
| 10 | Tower Research Capital LLC (Trc) | 11 | $215 | +11 | New |