TRUST FOR PROFESSIONAL MANAG

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APIE·89834G737·US·etf·Unknown - Unknown

ACTIVEPASSIVE EQ

APIE (TRUST FOR PROFESSIONAL MANAG) is held by 23 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($442.9M), Envestnet Portfolio Solutions, Inc. ($428.2M), LPL Financial LLC ($35.3M). Net institutional sentiment: Mixed.

23

Holders

Avg rating(5 Elite)

$952.4M

Total Value

65% (25)

Fund Consensus

15 buying - 8 selling

Smart Money Verdict

View all

48Weak MomentumSingle Source

Institutional (13F)48

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

5

★★★★★

Elite

9

★★★★

Strong

9

★★★

Solid

2

★★

Below

0

★

Weak

Held by 23 funds

5 elite

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

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

Positions (23)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	12.6M(+8.1%)	$442.9M	0.1%	+29.92%	40
Envestnet Portfolio Solutions, Inc.	Decreased	12.1M(-9.1%)	$428.2M	2.4%	+42.75%	0
LPL Financial LLC	Decreased	1M(-10.4%)	$35.3M	0.0%	+21.85%	0
MML INVESTORS SERVICES, LLC	Increased	439,764(+5.3%)	$15.5M	0.0%	+24.05%	30
&PARTNERS	Increased	228,561(+6.1%)	$8.1M	0.0%	+16.19%	29
OSAIC HOLDINGS, INC.	Decreased	215,217(-14.8%)	$7.6M	0.0%	+18.63%	0
Cetera Investment Advisers	Increased	166,098(+10.9%)	$5.9M	0.0%	+18.85%	30
Farther Finance Advisors, LLC	New	56,432	$2M	0.0%	+1.14%	36
CITADEL ADVISORS LLC	Increased	55,009(+119.2%)	$1.9M	0.0%	+4.50%	42
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	35,916(-69.2%)	$1.3M	0.0%	+22.87%	0
Mariner, LLC	Decreased	20,440(-42.2%)	$720,510	0.0%	+36.97%	0
PRINCIPAL FINANCIAL GROUP INC	Increased	18,699(+2.0%)	$659,140	0.0%	+25.24%	25
COMMONWEALTH EQUITY SERVICES, LLC	Increased	17,868(+4.3%)	$629,850	0.0%	+35.57%	26
Kestra Advisory Services, LLC	Increased	14,034(+60.1%)	$494,713	0.0%	+7.97%	35
JANE STREET GROUP, LLC	New	8,710	$307,028	0.0%	+1.14%	36
QRQRG CAPITAL MANAGEMENT, INC.	New	7,247	$255,457	0.0%	+1.14%	32
ASSETMARK, INC	Increased	5,907(+2525.3%)	$208,222	0.0%	+1.95%	37
Allworth Financial LP	Decreased	4,838(-6.0%)	$170,540	0.0%	+37.59%	0
MORGAN STANLEY	Unchanged	2,914	$102,719	0.0%	+29.22%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1,820(+4566.7%)	$64,155	0.0%	+1.72%	23

Showing 1-20 of 25

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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