TRUST FOR PROFESSIONAL MANAG

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APCB·89834G752·US·etf·Unknown - Unknown

ACTIVEPASSIVE CR

APCB (TRUST FOR PROFESSIONAL MANAG) is held by 21 institutional investors as of Q1 2026. Largest holders: Envestnet Portfolio Solutions, Inc. ($451M), ENVESTNET ASSET MANAGEMENT INC ($400.1M), LPL Financial LLC ($35.8M). Net institutional sentiment: Mixed.

21

Holders

Avg rating(5 Elite)

$924.5M

Total Value

65% (24)

Fund Consensus

13 buying - 7 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how APCB's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

9

★★★★

Strong

8

★★★

Solid

2

★★

Below

0

★

Weak

Held by 21 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (21)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Envestnet Portfolio Solutions, Inc.	Decreased	15.3M(-6.1%)	$451M	2.5%	+7.62%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	13.6M(+10.3%)	$400.1M	0.1%	+3.86%	41
LPL Financial LLC	Decreased	1.2M(-9.0%)	$35.8M	0.0%	+2.21%	0
MML INVESTORS SERVICES, LLC	Increased	419,046(+6.2%)	$12.3M	0.0%	+2.68%	30
Cetera Investment Advisers	Increased	209,782(+10.3%)	$6.2M	0.0%	+1.27%	30
OSAIC HOLDINGS, INC.	Increased	207,165(+7.0%)	$6.1M	0.0%	+1.67%	29
&PARTNERS	Increased	202,984(+22.9%)	$6M	0.0%	-0.28%	33
Farther Finance Advisors, LLC	New	72,912	$2.1M	0.0%	-2.48%	36
CITADEL ADVISORS LLC	Increased	47,304(+123.9%)	$1.4M	0.0%	-0.60%	41
JANE STREET GROUP, LLC	New	43,666	$1.3M	0.0%	-2.48%	35
Mariner, LLC	Decreased	22,943(-37.7%)	$675,671	0.0%	+4.93%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	17,006	$500,827	0.0%	-2.48%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	10,191(-20.6%)	$300,140	0.0%	+4.84%	0
Pathstone Holdings, LLC	Unchanged	8,717	$256,716	0.0%	+1.57%	0
ASSETMARK, INC	New	8,432	$248,322	0.0%	-2.48%	32
Allworth Financial LP	Unchanged	3,081	$90,736	0.0%	+4.93%	0
MAI Capital Management	New	1,296	$38,168	0.0%	-2.48%	28
PNC FINANCIAL SERVICES GROUP, INC.	Increased	675(+1367.4%)	$19,879	0.0%	-2.00%	21
MORGAN STANLEY	Unchanged	666	$19,613	0.0%	+2.98%	0
NewEdge Advisors, LLC	Unchanged	9,286	$9,286	0.0%	-1.79%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer