APIE — Trust For Professional Manag Institutional Holders · Q3 2026
Who owns Trust For Professional Manag (APIE)? 2 institutions reported holding $1.99M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($2.0M), Retirement Wealth Solutions LLC ($2,501).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $2.0M | 51,599 | Trimmed |
| 2 | Retirement Wealth Solutions LLC | $2,501 | 65 | New |
Source: SEC Form 13F filings · as of 2026-09-30