TRUST FOR PROFESSIONAL MANAG (APUE) is held by 26 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q1 2026.

Are institutions buying or selling APUE?

In Q1 2026, 16 institutions opened or increased positions in TRUST FOR PROFESSIONAL MANAG while 11 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on APUE?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for TRUST FOR PROFESSIONAL MANAG.

How many hedge funds hold APUE?

26 institutional investors report holding TRUST FOR PROFESSIONAL MANAG (APUE) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into APUE?

As of Q1 2026, tracked institutions in TRUST FOR PROFESSIONAL MANAG show 16 buyers versus 11 sellers — net inflows.

TRUST FOR PROFESSIONAL MANAG

APUE·89834G729·US·ETF·Unknown - Unknown

Holders

(5 Elite)

$2.2B

Total Value

59% (27)

Consensus

16 buying - 11 selling

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

Smart Money Verdict

View all

Held by 26 funds

5 elite

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	25.4M(+12.4%)	$1B	0.3%	+31.21%	43
Envestnet Portfolio Solutions, Inc.	Decreased	24.9M(-7.0%)	$998.7M	5.5%	+50.83%	0
LPL Financial LLC	Decreased	2M(-9.8%)	$78.5M	0.0%	+29.39%	0
MML INVESTORS SERVICES, LLC	Increased	878,324(+11.3%)	$35.2M	0.1%	+27.58%	32
&PARTNERS	Increased	448,666(+12.0%)	$18M	0.1%	+20.42%	32
OSAIC HOLDINGS, INC.	Decreased	402,444(-7.8%)	$16.1M	0.0%	+27.09%	0
Cetera Investment Advisers	Increased	338,970(+15.5%)	$13.6M	0.0%	+26.73%	32
Farther Finance Advisors, LLC	New	121,488	$4.9M	0.0%	+11.54%	37
Mariner, LLC	Decreased	31,413(-47.4%)	$1.3M	0.0%	+31.38%	0
NewEdge Advisors, LLC	Unchanged	29,221	$1.2M	0.0%	+0.63%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	24,246(+7.3%)	$971,780	0.0%	+29.32%	27
MORGAN STANLEY	Increased	23,200(+96.5%)	$929,856	0.0%	+23.21%	40
Kestra Advisory Services, LLC	Increased	21,507(+61.8%)	$862,012	0.0%	+14.53%	36
CITADEL ADVISORS LLC	Decreased	19,694(-44.6%)	$789,336	0.0%	+15.16%	0
PRINCIPAL FINANCIAL GROUP INC	Increased	16,101(+5.5%)	$645,328	0.0%	+31.41%	26
QRQRG CAPITAL MANAGEMENT, INC.	Increased	15,123(+56.0%)	$606,130	0.0%	+12.95%	35
Allworth Financial LP	Decreased	13,820(-4.4%)	$553,906	0.0%	+30.74%	0
MFMerit Financial Group, LLC	Decreased	13,438(-14.5%)	$538,595	0.0%	+25.66%	0
JPMORGAN CHASE & CO	Increased	10,091(+243.0%)	$392,540	0.0%	+12.69%	26
ASSETMARK, INC	Increased	8,318(+701.4%)	$333,385	0.0%	+13.47%	38