TRY=X institutional holders

TRUST FOR PROFESSIONAL MANAG · 13F, 2026Q2

Managers holding61
Shares held58,994,702
Reported value$2.7bn
Quarter flows13 new, 19 added, 19 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC26,302,868$1.2bn0.3%
Envestnet Portfolio Solutions, Inc.24,743,201$1.1bn5.5%
LPL Financial LLC2,063,015$95.3m0.0%
PRINCIPAL SECURITIES, INC.1,483,929$68.6m0.8%
MML INVESTORS SERVICES, LLC921,857$42.6m0.1%
B. Riley Wealth Advisors, Inc.510,969$23.4m1.3%
Cetera Investment Advisers485,560$22.4m0.0%
&PARTNERS440,357$20.6m0.1%
OSAIC HOLDINGS, INC.404,246$18.7m0.0%
PARK AVENUE SECURITIES LLC327,312$15.1m0.1%
RESOLUTE WEALTH ADVISOR, INC.271,164$10.9m6.2%
Spire Wealth Management190,401$8.8m0.3%
Farther Finance Advisors, LLC115,006$5.3m0.0%
WEDBUSH SECURITIES INC92,140$4.3m0.1%
World Investment Advisors89,234$3.8m0.1%
CITADEL ADVISORS LLC42,012$1.9m0.0%
Cambridge Investment Research Advisors, Inc.38,034$1.8m0.0%
Founders Financial Alliance, LLC37,229$1.7m0.2%
Financial Sense Advisors, Inc.36,205$1.7m0.3%
NewEdge Advisors, LLC29,221$1.4m0.0%
Mariner, LLC27,747$1.3m0.0%
COMMONWEALTH EQUITY SERVICES, LLC25,935$1.2m0.0%
Sigma Planning Corp22,118$1.0m0.0%
MORGAN STANLEY22,090$1.0m0.0%
Diversify Advisory Services, LLC20,243$924,3710.0%

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

Get a free API keySee history bundlesDownload free samples