Funds holding TRUST FOR PROFESSIONAL MANAGERS
ISIN US89834G7604 · United States · LEI 549300O1N816L3GGRD45
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 144.5K $
A single tracked fund declares this security. So these figures do not say who holds it.
This issuer has other securities: TRUST FOR PROFESSIONAL MANAGERS (US89834G6044), TRUST FOR PROFESSIONAL MANAGERS (US89834G6796), TRUST FOR PROFESSIONAL MANAGERS (US89833W3943)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Quantified Alternative Investment Fund Advisors Preferred Trust | 4,234 | 144.5K $ | 0.63 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Quantified Alternative Investment Fund Advisors Preferred Trust | 0.63 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | -1 | 4,234 | -35.7 % |
| 2026Q2 | 2 | 0 | 6,581 | +26.4 % |
| 2026Q1 | 2 | 0 | 5,207 | -19.7 % |
| 2025Q4 | 2 | +1 | 6,488 | +29.8 % |
| 2025Q3 | 1 | 5,000 |
Institutional managers
75 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 762,790 | 21.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 706,548 | 19.9M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 538,711 | 15.2M $ | as of Mar 31, 2026 |
| Riverwater Partners LLC | 524,596 | 14.8M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 438,249 | 12.3K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 422,524 | 11.9M $ | as of Mar 31, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 387,131 | 10.9M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 383,513 | 11M $ | as of Mar 31, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | 346,769 | 9.8M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 311,090 | 8.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 279,950 | 7.9M $ | as of Mar 31, 2026 |
| Tactive Advisors, LLC | 257,109 | 7.2M $ | as of Mar 31, 2026 |
| Sowell Financial Services LLC | 230,722 | 6.5M $ | as of Mar 31, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | 191,637 | 5.8M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 170,232 | 4.8M $ | as of Mar 31, 2026 |
| PARK AVENUE SECURITIES LLC | 166,019 | 4.7K $ | as of Mar 31, 2026 |
| Brookwood Investment Group LLC | 158,489 | 4.5M $ | as of Mar 31, 2026 |
| Accurate Wealth Management, LLC | 133,134 | 4M $ | as of Mar 31, 2026 |
| Creative Planning | 127,619 | 3.6M $ | as of Mar 31, 2026 |
| Mariner, LLC | 92,800 | 2.6M $ | as of Mar 31, 2026 |
| Elyxium Wealth, LLC | 89,682 | 2.5M $ | as of Mar 31, 2026 |
| Fifth Third Securities, Inc. | 82,045 | 2.3M $ | as of Mar 31, 2026 |
| Equitable Holdings, Inc. | 56,279 | 1.5M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 55,413 | 1.6M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 53,285 | 1.5M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding TRUST FOR PROFESSIONAL MANAGERS". https://titelia.com/en/stocks/trust-for-professional-managers-US89834G7604