TRUST FOR PROFESSIONAL MANAG
CUSIP 89834G570
Trust For Professional Manag has 17 institutional holders in Filings Flow’s 13F database, together reporting 914.9K shares worth $20M as of Q1 2026. The largest reported holders are Brookwood Investment Group LLC, Rothschild Investment LLC, and Dkm Wealth Management, Inc..
Institutional Holders
17
Q1 2026
Reported Value
$20M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| DKM Wealth Management, Inc.$139M AUM | 3.33% | $5M | 182.7K | Q1 2026 |
| BLUE JEAN FINANCIAL LLC$121M AUM | 2.07% | $3M | 99.4K | Q1 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC$156M AUM | 1.40% | $2M | 86.4K | Q1 2026 |
| Brookwood Investment Group LLC$810M AUM | 1.12% | $9M | 339.1K | Q3 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.32% | $6M | 243.9K | Q1 2026 |
| Chicago Wealth Management, Inc.$251M AUM | 0.29% | $737,550 | 29.1K | Q1 2026 |
| Acorn Wealth Advisors, LLC$343M AUM | 0.15% | $526,945 | 20.8K | Q1 2026 |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.02% | $208,206 | 8.2K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.00% | $390,840 | 15.4K | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $934,864 | 36.9K | Q1 2026 |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $110,380 | 4.4K | Q1 2026 |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.00% | $379,800 | 15.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $210,506 | 8.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $897,037 | 35.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $72,010 | 2.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $415,000 | 16.4K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $294,744 | 11.6K | Q2 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $288,591 | 11.4K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,330 | 250 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.