Who Owns TRUST FOR PROFESSIONAL MANAG (APCB)? -- Institutional Holders (2026-03-31)

44 institutions reported holding $967.6M of TRUST FOR PROFESSIONAL MANAG (APCB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Envestnet Portfolio Solutions, Inc. ($451.0M), ENVESTNET ASSET MANAGEMENT INC ($400.1M), LPL Financial LLC ($35.8M), PRINCIPAL SECURITIES, INC. ($19.4M), MML INVESTORS SERVICES, LLC ($12.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Envestnet Portfolio Solutions, Inc.$451.0M15.3MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$400.1M13.6MAdded
3LPL Financial LLC$35.8M1.2MTrimmed
4PRINCIPAL SECURITIES, INC.$19.4M659,492Added
5MML INVESTORS SERVICES, LLC$12.3M419,046Added
6Cetera Investment Advisers$6.2M209,782Added
7OSAIC HOLDINGS, INC.$6.1M207,165Added
8&PARTNERS$6.0M202,984Added
9Spire Wealth Management$5.1M174,338Trimmed
10B. Riley Wealth Advisors, Inc.$4.5M154,186Trimmed
11RESOLUTE WEALTH ADVISOR, INC.$4.5M152,046New
12World Investment Advisors$2.5M85,412Added
13PARK AVENUE SECURITIES LLC$2.4M81,201Added
14WEDBUSH SECURITIES INC$2.2M75,853Added
15Farther Finance Advisors, LLC$2.1M72,912New
16CITADEL ADVISORS LLC$1.4M47,304Added
17JANE STREET GROUP, LLC$1.3M43,666New
18Mariner, LLC$675,67122,943Trimmed
19Financial Sense Advisors, Inc.$636,79821,623Added
20Cambridge Investment Research Advisors, Inc.$527,00017,902Added
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$500,82717,006New
22Capital Asset Managemnet, LLC$432,34014,680Added
23COMMONWEALTH EQUITY SERVICES, LLC$300,14010,191Trimmed
24FLOW TRADERS U.S. LLC$281,0009,526Trimmed
25Pathstone Holdings, LLC$256,7168,717Hold

Source: SEC Form 13F filings · as of 2026-03-31