TRUST FOR PROFESSIONAL MANAG

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APIE·89834G737·US·ETF·Unknown - Unknown

APIE (TRUST FOR PROFESSIONAL MANAG) is held by 22 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($512.9M), Envestnet Portfolio Solutions, Inc. ($471.1M), LPL Financial LLC ($41.1M). Net institutional sentiment: Mixed.

22

Holders

(4 Elite)

$1.1B

Total Value

58% (24)

Consensus

14 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)35

Activist (13D/13G)36

Congressional (STOCK Act)28

Holder Quality

78

★★★★★

Elite

48

★★★★

Strong

86

★★★

Solid

44

★★

Below

33

★

Weak

Held by 22 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for APIE.

Top Holders

Top Holders (22)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	13.2M(+5.3%)	$512.9M	0.1%	+35.86%	40
Envestnet Portfolio Solutions, Inc.	Increased	12.2M(+0.1%)	$471.1M	2.3%	+51.88%	53
LPL Financial LLC	Increased	1.1M(+5.9%)	$41.1M	0.0%	+27.78%	31
MML INVESTORS SERVICES, LLC	Increased	474,951(+8.0%)	$18.4M	0.0%	+29.24%	31
Cetera Investment Advisers	Increased	247,724(+49.1%)	$9.6M	0.0%	+17.35%	38
&PARTNERS	Increased	231,306(+1.2%)	$9.1M	0.0%	+23.35%	28
OSAIC HOLDINGS, INC.	Decreased	214,856(-0.2%)	$8.3M	0.0%	+26.25%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	53,615(+49.3%)	$2.1M	0.0%	+19.77%	36
Farther Finance Advisors, LLC	Decreased	53,283(-5.6%)	$2.1M	0.0%	+7.64%	0
Mariner, LLC	Decreased	18,439(-9.8%)	$714,696	0.0%	+45.77%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	18,315(+2.5%)	$709,870	0.0%	+42.85%	25
JANE STREET GROUP, LLC	Increased	18,148(+108.4%)	$703,416	0.0%	+4.80%	40
PRINCIPAL FINANCIAL GROUP INC	Decreased	17,795(-4.8%)	$689,734	0.0%	+33.29%	0
NewEdge Advisors, LLC	Unchanged	16,060	$622,486	0.0%	+10.95%	0
ASSETMARK, INC	Increased	10,080(+70.6%)	$390,701	0.0%	+5.85%	35
QRQRG CAPITAL MANAGEMENT, INC.	Decreased	5,689(-21.5%)	$220,506	0.0%	+7.64%	0
MORGAN STANLEY	Increased	4,239(+45.5%)	$164,304	0.0%	+24.16%	21
Allworth Financial LP	Decreased	3,577(-26.1%)	$138,645	0.0%	+46.43%	0
UBS Group AG	Increased	2,210(+171.2%)	$85,660	0.0%	+6.37%	24
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1,133(-37.8%)	$43,915	0.0%	+8.25%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer