APMU institutional holders

TRUST FOR PROFESSIONAL MANAG · 13F, 2026Q2

Managers holding24
Shares held10,648,215
Reported value$266.7m
Quarter flows4 new, 11 added, 5 trimmed, 2 exited

Top 24 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC5,478,699$137.2m0.0%
Envestnet Portfolio Solutions, Inc.3,210,089$80.4m0.4%
PRINCIPAL SECURITIES, INC.468,687$11.7m0.1%
LPL Financial LLC430,092$10.8m0.0%
MML INVESTORS SERVICES, LLC242,342$6.1m0.0%
PARK AVENUE SECURITIES LLC207,484$5.2m0.0%
&PARTNERS185,158$4.6m0.0%
Cetera Investment Advisers145,249$3.6m0.0%
B. Riley Wealth Advisors, Inc.97,585$2.4m0.1%
JANE STREET GROUP, LLC49,518$1.2m0.0%
PRINCIPAL FINANCIAL GROUP INC45,560$1.1m0.0%
Founders Financial Alliance, LLC15,466$387,4150.1%
RESOLUTE WEALTH ADVISOR, INC.12,517$311,5540.2%
COMMONWEALTH EQUITY SERVICES, LLC12,319$308,5900.0%
Allworth Financial LP11,236$281,4560.0%
Financial Sense Advisors, Inc.11,171$279,8270.1%
OSAIC HOLDINGS, INC.9,444$236,5920.0%
Spire Wealth Management6,777$169,7600.0%
Farther Finance Advisors, LLC5,325$133,3880.0%
PNC Financial Services Group, Inc.2,910$72,8940.0%
Crews Bank & Trust410$10,2700.0%
ASSETMARK, INC132$3,3070.0%
UBS Group AG44$1,1020.0%
MORGAN STANLEY1$250.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("APMU"). APMU price history · All 13F data

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