14 institutions reported holding $3.9M of TRUST FOR PROFESSIONAL MANAG (SPC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Prepared Retirement Institute LLC ($1.8M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.4M), Westmount Partners, LLC ($348,775), Compass Ion Advisors, LLC ($333,127), MORGAN STANLEY ($25,428). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Prepared Retirement Institute LLC | $1.8M | 91,666 | Trimmed |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 70,425 | Trimmed |
| 3 | Westmount Partners, LLC | $348,775 | 17,831 | Trimmed |
| 4 | Compass Ion Advisors, LLC | $333,127 | 17,031 | Trimmed |
| 5 | MORGAN STANLEY | $25,428 | 1,300 | Hold |
| 6 | UBS Group AG | $10,856 | 555 | New |
| 7 | JPMORGAN CHASE & CO | $1,926 | 100 | Hold |
| 8 | OSAIC HOLDINGS, INC. | $1,243 | 63 | Hold |
| 9 | Westbourne Investment Advisors, Inc. | $522 | 29,839 | Hold |
| 10 | Tower Research Capital LLC (TRC) | $215 | 11 | New |
| 11 | Balance Wealth, LLC | $0 | 0 | Exited |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | $0 | 0 | Exited |
| 13 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 14 | VERUS CAPITAL PARTNERS, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31