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

48 institutions reported holding $997.5M of TRUST FOR PROFESSIONAL MANAG (APIE) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($442.9M), Envestnet Portfolio Solutions, Inc. ($428.2M), LPL Financial LLC ($35.3M), PRINCIPAL SECURITIES, INC. ($24.5M), MML INVESTORS SERVICES, LLC ($15.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$442.9M12.6MAdded
2Envestnet Portfolio Solutions, Inc.$428.2M12.1MTrimmed
3LPL Financial LLC$35.3M1.0MTrimmed
4PRINCIPAL SECURITIES, INC.$24.5M694,896Added
5MML INVESTORS SERVICES, LLC$15.5M439,764Added
6&PARTNERS$8.1M228,561Added
7OSAIC HOLDINGS, INC.$7.6M215,217Trimmed
8B. Riley Wealth Advisors, Inc.$7.2M211,473Trimmed
9Cetera Investment Advisers$5.9M166,098Added
10RESOLUTE WEALTH ADVISOR, INC.$4.7M132,128New
11Spire Wealth Management$2.9M82,079Trimmed
12Farther Finance Advisors, LLC$2.0M56,432New
13CITADEL ADVISORS LLC$1.9M55,009Added
14World Investment Advisors$1.6M45,362Trimmed
15WEDBUSH SECURITIES INC$1.6M45,054Added
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.3M35,916Trimmed
17Cambridge Investment Research Advisors, Inc.$742,00021,052Trimmed
18Mariner, LLC$720,51020,440Trimmed
19PRINCIPAL FINANCIAL GROUP INC$659,14018,699Added
20Financial Sense Advisors, Inc.$644,05318,271Trimmed
21COMMONWEALTH EQUITY SERVICES, LLC$629,85017,868Added
22Kestra Advisory Services, LLC$494,71314,034Added
23Sigma Planning Corp$428,54112,157Added
24JANE STREET GROUP, LLC$307,0288,710New
25QRG CAPITAL MANAGEMENT, INC.$255,4577,247New

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