TRUST FOR PROFESSIONAL MANAG JGRW
JENSEN QUALITY · ETP · CUSIP 89834G562
19
institutional holders
-1 vs Q1 2025
624.8k
shares reported held*
$16.6mreported value*
1 new
8 added
6 reduced
2 sold out
net sold ≈ $41.0m (-1.5m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.49.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 3 |
| Q4 2024 | 16 |
| Q1 2025 | 20 |
| Q2 2025 | 19 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2024 | 14 | 0 |
| Q1 2025 | 15 | 6 |
| Q2 2025 | 9 | 8 |
Biggest buyers
| SOL Capital Management CO | Added | +80.2k |
| Bill Few Associates, Inc. | New | +18.1k |
| OneAscent Financial Services LLC | Added | +14.5k |
| DMKC Advisory Services, LLC | Added | +11.9k |
| KELLEHER FINANCIAL ADVISORS | Added | +9.7k |
| Snowden Capital Advisors LLC | Added | +5.5k |
| HighTower Advisors, LLC | Added | +4.5k |
| Blake Schutter Theil Wealth Advisors, LLC | Added | +3.8k |
| Clearstead Trust, LLC | Added | +23 |
Biggest sellers
| Legacy Advisors, LLC | Sold out | -1.7m |
| CITADEL ADVISORS LLC | Sold out | -17.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -3.5k |
| Capital Investment Advisory Services, LLC | Reduced | -1.1k |
| CAPTRUST FINANCIAL ADVISORS | Reduced | -750 |
| Hamilton Point Investment Advisors, LLC | Reduced | -637 |
| OSAIC HOLDINGS, INC. | Reduced | -499 |
| United Advisor Group, LLC | Reduced | -150 |
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| SOL Capital Management CO 0.58% of their portfolio | 224.8k $6.0m | Added +80.2k |
| DMKC Advisory Services, LLC 1.27% of their portfolio | 92.1k $2.4m | Added +11.9k |
| KELLEHER FINANCIAL ADVISORS 0.59% of their portfolio | 64.0k $1.7m | Added +9.7k |
| Hamilton Point Investment Advisors, LLC 0.22% of their portfolio | 50.4k $1.3m | Reduced -637 |
| HighTower Advisors, LLC 0.00% of their portfolio | 48.2k $1.3m | Added +4.5k |
| Snowden Capital Advisors LLC 0.02% of their portfolio | 29.7k $786.4k | Added +5.5k |
| OneAscent Financial Services LLC 0.05% of their portfolio | 24.7k $656.0k | Added +14.5k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 18.7k $496.5k | Reduced -750 |
| Clearstead Trust, LLC 0.09% of their portfolio | 18.4k $487.2k | Added +23 |
| Bill Few Associates, Inc. 0.14% of their portfolio | 18.1k $479.5k | New |
| Blake Schutter Theil Wealth Advisors, LLC 0.39% of their portfolio | 12.8k $340.0k | Added +3.8k |
| Capital Investment Advisory Services, LLC 0.02% of their portfolio | 10.5k $279.7k | Reduced -1.1k |
| United Advisor Group, LLC 0.05% of their portfolio | 9.8k $260.7k | Reduced -150 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2k $32.7k | Reduced -3.5k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 502 $13.3k | Reduced -499 |
| Capital Advisors, Ltd. LLC 0.00% of their portfolio | 482 $13.0k | Unchanged |
| Accredited Wealth Management, LLC 0.00% of their portfolio | 200 $5.3k | Unchanged |
| DHJJ Financial Advisors, Ltd. 0.00% of their portfolio | 55 $1.5k | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |