Vault-13

TRUST FOR PROFESSIONAL MANAG MINN

MAIRS & PWR MINN · ETP · CUSIP 89834G836

24 institutional holders +6 vs Q3 2025
675,454675.5k shares reported held*
$15.2mreported value*
6 new 7 added 3 reduced 1 sold out net bought ≈ $4.1m (+181.6k 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 ($200.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.55.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 10Q4 22: 12Q1 23: 15Q2 23: 12Q3 23: 12Q4 23: 14Q1 24: 16Q2 24: 15Q3 24: 14Q4 24: 16Q1 25: 18Q2 25: 22Q3 25: 18Q4 25: 2424Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202210
Q4 202212
Q1 202315
Q2 202312
Q3 202312
Q4 202314
Q1 202416
Q2 202415
Q3 202414
Q4 202416
Q1 202518
Q2 202522
Q3 202518
Q4 202524

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 24: 9 bought or addedQ1 24: 5 cut or sold outQ2 24: 5 bought or addedQ2 24: 7 cut or sold outQ2 24Q3 24: 4 bought or addedQ3 24: 4 cut or sold outQ4 24: 9 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 8 bought or addedQ1 25: 3 cut or sold outQ2 25: 8 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 7 cut or sold outQ4 25: 13 bought or addedQ4 25: 4 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202495
Q2 202457
Q3 202444
Q4 202494
Q1 202583
Q2 202589
Q3 202577
Q4 2025134

Biggest buyers

MAIRS & POWER INC Added +95,550+95.5k
Tradition Wealth Management, LLC New +46,593+46.6k
GTS SECURITIES LLC New +25,669+25.7k
TRUST POINT INC. New +12,000+12.0k
JANE STREET GROUP, LLC Added +10,243+10.2k
Kestra Advisory Services, LLC New +10,036+10.0k
OneAscent Financial Services LLC Added +4,978+5.0k
MORGAN STANLEY Added +3,999+4.0k
COMMONWEALTH EQUITY SERVICES, LLC Added +1,656+1.7k
CPA Asset Management Group, LLC Added +663+663

Biggest sellers

Focus Partners Advisor Solutions, LLC Reduced -14,763-14.8k
Bond & Devick Financial Network, Inc. Sold out -9,731-9.7k
Dorsey & Whitney Trust CO LLC Reduced -5,775-5.8k
Cambridge Investment Research Advisors, Inc. Reduced -414-414

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MAIRS & POWER INC 0.07% of their portfolio St Paul, MN 324,736324.7k $7.3m $7.3m 0.07% Added +95.5k +95,550
2 OneAscent Financial Services LLC 0.11% of their portfolio BIRMINGHAM, AL 53,28553.3k $1.2m $1.2m 0.11% Added +5.0k +4,978
3 Tradition Wealth Management, LLC 0.08% of their portfolio EDINA, MN 46,59346.6k $1.1m $1.1m 0.08% New
4 BAYBAN 0.65% of their portfolio Bayport, MN 32,65432.7k $736.4k $736.4k 0.65% First filing
5 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 25,66925.7k $578.8k $578.8k 0.02% New
6 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,86121.9k $493.0k $493.0k 0.00% Added +10.2k +10,243
7 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 17,56117.6k $396.0k $396.0k 0.03% Added +412 +412
8 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 17,32117.3k $390.6k $390.6k 0.00% Reduced -14.8k -14,763
9 Winter & Associates, Inc. 0.36% of their portfolio ST. PAUL, MN 17,32117.3k $390.6k $390.6k 0.36% First filing
10 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,39316.4k $370.0k $370.0k 0.00% Reduced -414 -414
11 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,72214.7k $332.0k $332.0k 0.00% Added +1.7k +1,656
12 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 14,39614.4k $325.0k $325.0k 0.01% Unchanged
13 CPA Asset Management Group, LLC 0.10% of their portfolio WEST PALM BEACH, FL 13,11213.1k $295.7k $295.7k 0.10% Added +663 +663
14 TRUST POINT INC. 0.02% of their portfolio LA CROSSE, WI 12,00012.0k $270.6k $270.6k 0.02% New
15 Capital Management Associates, Inc 0.06% of their portfolio MINNEAPOLIS, MN 11,50411.5k $259.4k $259.4k 0.06% Unchanged
16 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 10,38510.4k $234.2k $234.2k 0.00% Unchanged
17 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,03610.0k $226.3k $226.3k 0.00% New
18 Dorsey & Whitney Trust CO LLC 0.01% of their portfolio SIOUX FALLS, SD 8,8968.9k $200.6k $200.6k 0.01% Reduced -5.8k -5,775
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,4737.5k $168.5k $168.5k 0.00% Unchanged
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,0014.0k $90.2k $90.2k 0.00% Added +4.0k +3,999
21 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,5763.6k $80.6k $80.6k 0.00% Unchanged
22 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 453453 $10.2k $10.2k 0.00% New
23 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 398398 $9.0k $9.0k 0.00% Unchanged
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 44 $90 $90 0.00% New