Vault-13

TRUST FOR PROFESSIONAL MANAG APCB

ACTIVEPASSIVE CR · ETP · CUSIP 89834G752

40 institutional holders +1 vs Q1 2026
34,161,19634.2m shares reported held*
$1.0bnreported value*
8 new 25 added 4 reduced 7 sold out net bought ≈ $38.2m (+1.3m 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 ≈ $29.43.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q2 23: 5Q3 23: 10Q4 23: 12Q1 24: 12Q2 24: 27Q3 24: 21Q4 24: 34Q1 25: 37Q2 25: 40Q3 25: 31Q4 25: 36Q1 26: 39Q2 26: 4040Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 20235
Q3 202310
Q4 202312
Q1 202412
Q2 202427
Q3 202421
Q4 202434
Q1 202537
Q2 202540
Q3 202531
Q4 202536
Q1 202639
Q2 202640

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 15 bought or addedQ3 24: 14 cut or sold outQ4 24: 23 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 20 bought or addedQ1 25: 15 cut or sold outQ2 25: 23 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 20 bought or addedQ3 25: 18 cut or sold outQ4 25: 17 bought or addedQ4 25: 14 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 14 cut or sold outQ2 26: 33 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241514
Q4 2024239
Q1 20252015
Q2 20252318
Q3 20252018
Q4 20251714
Q1 20262314
Q2 20263311

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +725,351+725.4k
Envestnet Portfolio Solutions, Inc. Added +154,020+154.0k
Cetera Investment Advisers Added +106,272+106.3k
MML INVESTORS SERVICES, LLC Added +69,103+69.1k
PRINCIPAL SECURITIES, INC. Added +65,522+65.5k
B. Riley Wealth Advisors, Inc. Added +45,183+45.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +30,350+30.4k
Spire Wealth Management Added +29,683+29.7k
LPL Financial LLC Added +22,696+22.7k
CITADEL ADVISORS LLC Added +16,878+16.9k

Biggest sellers

JANE STREET GROUP, LLC Reduced -21,051-21.1k
FLOW TRADERS U.S. LLC Sold out -9,526-9.5k
ASSETMARK, INC Sold out -8,432-8.4k
Farther Finance Advisors, LLC Reduced -3,950-4.0k
Pioneer Family Office, LLC Sold out -3,940-3.9k
Allworth Financial LP Sold out -3,081-3.1k
Mariner, LLC Reduced -1,751-1.8k
Cambridge Investment Research Advisors, Inc. Reduced -1,725-1.7k
MAI Capital Management Sold out -1,296-1.3k
Wellington Grp LLC Sold out -1,282-1.3k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Envestnet Portfolio Solutions, Inc. 2.18% of their portfolio BERWYN, PA 15,469,67815.5m $455.2m $455.2m 2.18% Added +154.0k +154,020
2 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 14,312,03514.3m $421.2m $421.2m 0.10% Added +725.4k +725,351
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,237,1011.2m $36.4m $36.4m 0.01% Added +22.7k +22,696
4 PRINCIPAL SECURITIES, INC. 0.26% of their portfolio DES MOINES, IA 725,014725.0k $21.3m $21.3m 0.26% Added +65.5k +65,522
5 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 488,149488.1k $14.4m $14.4m 0.03% Added +69.1k +69,103
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 316,054316.1k $9.3m $9.3m 0.01% Added +106.3k +106,272
7 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 213,551213.6k $6.3m $6.3m 0.03% Added +10.6k +10,567
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 212,379212.4k $6.3m $6.3m 0.01% Added +5.2k +5,214
9 Spire Wealth Management 0.18% of their portfolio MCLEAN, VA 204,021204.0k $6.0m $6.0m 0.18% Added +29.7k +29,683
10 B. Riley Wealth Advisors, Inc. 0.32% of their portfolio MEMPHIS, TN 199,369199.4k $5.9m $5.9m 0.32% Added +45.2k +45,183
11 RESOLUTE WEALTH ADVISOR, INC. 2.55% of their portfolio FINDLAY, OH 152,046152.0k $4.5m $4.5m 2.55% Unchanged
12 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 94,62794.6k $2.8m $2.8m 0.02% Added +13.4k +13,426
13 World Investment Advisors 0.04% of their portfolio LINCROFT, NJ 85,60885.6k $2.5m $2.5m 0.04% Added +196 +196
14 WEDBUSH SECURITIES INC 0.06% of their portfolio PASADENA, CA 76,85676.9k $2.3m $2.3m 0.06% Added +1.0k +1,003
15 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 68,96269.0k $2.0m $2.0m 0.02% Reduced -4.0k -3,950
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 64,18264.2k $1.9m $1.9m 0.00% Added +16.9k +16,878
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,35647.4k $1.4m $1.4m 0.00% Added +30.4k +30,350
18 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,61522.6k $665.5k $665.5k 0.00% Reduced -21.1k -21,051
19 Financial Sense Advisors, Inc. 0.13% of their portfolio SAN DIEGO, CA 21,98022.0k $646.8k $646.8k 0.13% Added +357 +357
20 Mariner, LLC 0.00% of their portfolio Overland Park, KS 21,19221.2k $623.6k $623.6k 0.00% Reduced -1.8k -1,751
21 Capital Asset Managemnet, LLC 1.29% of their portfolio DENVER, CO 19,44819.4k $572.3k $572.3k 1.29% Added +4.8k +4,768
22 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,17716.2k $476.0k $476.0k 0.00% Reduced -1.7k -1,725
23 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 13,12513.1k $380.8k $380.8k 0.01% New
24 DIVERSIFY WEALTH MANAGEMENT, LLC 0.01% of their portfolio SANDY, UT 13,12513.1k $380.8k $380.8k 0.01% Added +6.2k +6,194
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 10,24910.2k $301.6k $301.6k 0.00% Added +58 +58
26 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 10,11210.1k $297.6k $297.6k 0.00% Added +1.4k +1,395
27 FSA WEALTH PARTNERS, INC. 0.07% of their portfolio Rockville, MD 9,95910.0k $293.1k $293.1k 0.07% New
28 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 9,2869.3k $273.3k $273.3k 0.00% Unchanged
29 Founders Financial Alliance, LLC 0.03% of their portfolio RALEIGH, NC 8,6348.6k $254.1k $254.1k 0.03% New
30 Pioneer Family Office, LLC 0.06% of their portfolio NORTH MIAMI BEACH, FL 3,9403.9k $115.9k $115.9k 0.06% New
31 Pinnacle Bancorp, Inc. 0.03% of their portfolio BEATRICE, NE 3,9063.9k $114.9k $114.9k 0.03% Added +1.4k +1,413
32 HARBOR INVESTMENT ADVISORY, LLC 0.01% of their portfolio LUTHERVILLE, MD 3,1713.2k $93.3k $93.3k 0.01% New
33 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,1303.1k $92.1k $92.1k 0.00% Added +2.5k +2,455
34 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,4551.5k $42.8k $42.8k 0.00% Added +104 +104
35 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,2461.2k $36.7k $36.7k 0.00% Added +580 +580
36 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 818818 $24.1k $24.1k 0.00% New
37 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 238238 $7.0k $7.0k 0.00% New
38 Signature Resources Capital Management, LLC 0.00% of their portfolio NEWPORT BEACH, CA 224224 $6.6k $6.6k 0.00% Unchanged
39 Signature Equity Partners, LLC 0.00% of their portfolio COLUMBUS, OH 115115 $3.4k $3.4k 0.00% Added +56 +56
40 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 6363 $1.8k $1.8k 0.00% New