TRUST FOR PROFESSIONAL MANAG
CUSIP 89834G729
Trust For Professional Manag has 53 institutional holders in Filings Flow’s 13F database, together reporting 57.29M shares worth $2.3B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., and Lpl Financial LLC.
Institutional Holders
53
Q1 2026
Reported Value
$2.3B
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 6.19% | $11M | 271.2K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 5.53% | $999M | 24.92M | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 1.06% | $17M | 430.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.80% | $55M | 1.37M | Q1 2026OLDER |
| Financial Sense Advisors, Inc.$493M AUM | 0.31% | $2M | 37.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.27% | $1.0B | 25.38M | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.27% | $9M | 190.4K | Q2 2026 |
| FSA WEALTH PARTNERS, INC.$210M AUM | 0.24% | $504,006 | 12.6K | Q1 2026OLDER |
| FLAGSTAR SECURITIES, INC$331M AUM | 0.14% | $464,693 | 10.1K | Q2 2026 |
| Pioneer Family Office, LLC$156M AUM | 0.10% | $162,124 | 4.0K | Q1 2026OLDER |
| Vivid Wealth Management, LLC$247M AUM | 0.10% | $253,611 | 6.2K | Q3 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.10% | $35M | 878.3K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.09% | $18M | 448.7K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.07% | $210,500 | 5.3K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.06% | $4M | 92.6K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.05% | $175,069 | 4.4K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.05% | $200,474 | 4.8K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.05% | $5M | 121.5K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.04% | $248,020 | 6.0K | Q4 2025OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $861,454 | 21.5K | Q1 2026OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $427,493 | 10.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.02% | $16M | 402.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.02% | $79M | 1.96M | Q1 2026OLDER |
| Signature Resources Capital Management, LLC$211M AUM | 0.02% | $37,956 | 947 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $436,912 | 10.9K | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $14M | 339.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.01% | $175,976 | 3.8K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.01% | $587,372 | 13.4K | Q1 2026OLDER |
| Wellington Grp LLC$300M AUM | 0.01% | $29,044 | 697 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.01% | $454,615 | 11.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.01% | $334,559 | 8.2K | Q3 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.01% | $90,939 | 2.2K | Q3 2025OLDER |
| Investors Research Corp$523M AUM | 0.01% | $34,629 | 864 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $96,689 | 2.4K | Q3 2025OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $606,130 | 15.1K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.01% | $326,773 | 7.1K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $249,097 | 6.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 29.2K | Q2 2026 |
| MGO ONE SEVEN LLC$5.0B AUM | 0.00% | $202,204 | 5.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $538,595 | 13.4K | Q1 2026OLDER |
| Crews Bank & Trust$766M AUM | 0.00% | $29,938 | 648 | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $89,921 | 2.1K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $862,012 | 21.5K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $553,906 | 13.8K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 31.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $971,780 | 24.2K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.00% | $2,344 | 58 | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.00% | $6,000 | 144 | Q4 2025OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $202,725 | 4.9K | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $333,385 | 8.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $26,733 | 667 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $89,018 | 2.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $5,891 | 147 | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $645,328 | 16.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $789,336 | 19.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $153,266 | 3.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $549,674 | 13.5K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $491,998 | 11.8K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $217,795 | 5.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $243,526 | 6.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $392,540 | 10.1K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $121,000 | 3.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $91,503 | 2.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $171,317 | 4.2K | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.