TRUST FOR PROFESSIONAL MANAG

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

APUE (TRUST FOR PROFESSIONAL MANAG) is held by 26 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($1.2B), Envestnet Portfolio Solutions, Inc. ($1.1B), LPL Financial LLC ($95.3M). Net institutional sentiment: Mixed.

26

Holders

(5 Elite)

$2.6B

Total Value

48% (27)

Consensus

13 buying - 14 selling

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

Smart Money Verdict

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Institutional (13F)52

Insider (Form 4)77

Activist (13D/13G)29

Congressional (STOCK Act)51

Holder Quality

26

★★★★★

Elite

20

★★★★

Strong

34

★★★

Solid

72

★★

Below

69

★

Weak

Held by 26 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	26.3M(+3.6%)	$1.2B	0.3%	+32.23%	40
Envestnet Portfolio Solutions, Inc.	Decreased	24.7M(-0.7%)	$1.1B	5.5%	+53.62%	0
LPL Financial LLC	Increased	2.1M(+5.3%)	$95.3M	0.0%	+29.93%	32
MML INVESTORS SERVICES, LLC	Increased	921,857(+5.0%)	$42.6M	0.1%	+28.33%	31
Cetera Investment Advisers	Increased	485,560(+43.3%)	$22.4M	0.0%	+19.77%	38
&PARTNERS	Decreased	440,357(-1.9%)	$20.6M	0.1%	+22.65%	0
OSAIC HOLDINGS, INC.	Increased	404,246(+0.5%)	$18.7M	0.0%	+29.28%	28
Farther Finance Advisors, LLC	Decreased	115,006(-5.3%)	$5.3M	0.0%	+13.60%	0
CITADEL ADVISORS LLC	Increased	42,012(+113.3%)	$1.9M	0.0%	+9.03%	42
NewEdge Advisors, LLC	Unchanged	29,221	$1.4M	0.0%	+14.32%	0
Mariner, LLC	Decreased	27,747(-11.7%)	$1.3M	0.0%	+33.81%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	25,935(+7.0%)	$1.2M	0.0%	+29.32%	27
MORGAN STANLEY	Decreased	22,090(-4.8%)	$1M	0.0%	+25.49%	0
ASSETMARK, INC	Increased	17,723(+113.1%)	$818,803	0.0%	+8.34%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	16,879(+177.8%)	$779,809	0.0%	+11.34%	40
PRINCIPAL FINANCIAL GROUP INC	Decreased	15,037(-6.6%)	$694,709	0.0%	+33.84%	0
JPMORGAN CHASE & CO	Increased	13,363(+32.4%)	$613,094	0.0%	+11.55%	21
QRQRG CAPITAL MANAGEMENT, INC.	Decreased	12,885(-14.8%)	$595,287	0.0%	+15.03%	0
MFMerit Financial Group, LLC	Decreased	12,658(-5.8%)	$584,799	0.0%	+27.98%	0
Allworth Financial LP	Decreased	11,499(-16.8%)	$531,254	0.0%	+33.16%	0

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APUETRUST FOR PROFESSIONAL MANAG

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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