59 institutions reported holding $2.30B of TRUST FOR PROFESSIONAL MANAG (APUE) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($1.02B), Envestnet Portfolio Solutions, Inc. ($998.7M), LPL Financial LLC ($78.5M), PRINCIPAL SECURITIES, INC. ($54.9M), MML INVESTORS SERVICES, LLC ($35.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.02B | 25.4M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $998.7M | 24.9M | Trimmed |
| 3 | LPL Financial LLC | $78.5M | 2.0M | Trimmed |
| 4 | PRINCIPAL SECURITIES, INC. | $54.9M | 1.4M | Added |
| 5 | MML INVESTORS SERVICES, LLC | $35.2M | 878,324 | Added |
| 6 | &PARTNERS | $18.0M | 448,666 | Added |
| 7 | B. Riley Wealth Advisors, Inc. | $16.7M | 430,240 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $16.1M | 402,444 | Trimmed |
| 9 | Cetera Investment Advisers | $13.6M | 338,970 | Added |
| 10 | RESOLUTE WEALTH ADVISOR, INC. | $10.9M | 271,164 | New |
| 11 | Spire Wealth Management | $6.7M | 167,768 | Trimmed |
| 12 | Farther Finance Advisors, LLC | $4.9M | 121,488 | New |
| 13 | World Investment Advisors | $3.7M | 92,599 | Trimmed |
| 14 | WEDBUSH SECURITIES INC | $3.7M | 91,223 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.6M | 39,906 | Added |
| 16 | Financial Sense Advisors, Inc. | $1.5M | 37,608 | Trimmed |
| 17 | Mariner, LLC | $1.3M | 31,413 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $971,780 | 24,246 | Added |
| 19 | MORGAN STANLEY | $929,856 | 23,200 | Added |
| 20 | Kestra Advisory Services, LLC | $862,012 | 21,507 | Added |
| 21 | Sigma Planning Corp | $861,454 | 21,493 | Added |
| 22 | CITADEL ADVISORS LLC | $789,336 | 19,694 | Trimmed |
| 23 | PRINCIPAL FINANCIAL GROUP INC | $645,328 | 16,101 | Added |
| 24 | QRG CAPITAL MANAGEMENT, INC. | $606,130 | 15,123 | Added |
| 25 | Capital Asset Managemnet, LLC | $597,051 | 14,896 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31