Trust for Professional Manag (APCB): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow APCB for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 41

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$29.43

-0.1% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of APCB (all 13F filers)

Envestnet Portfolio Solutions15.5 MType not verified+154 K
Envestnet Asset Management14.3 MWealth adviser+725 K
LPL Financial1.2 MWealth adviser+23 K
Principal Securities725 KType not verified+66 K
MML Investors Services488 KWealth adviser+69 K
Cetera Investment Advisers316 KWealth adviser+106 K
&partners214 KType not verified+11 K
Osaic Holdings212 KWealth adviser+5,214
Spire Wealth Management204 KWealth adviser+30 K
B. Riley Wealth Advisors199 KWealth adviser+45 K

Filer	Type
Envestnet Portfolio Solutions	Type not verified	15.5 M	+154 K	$455M
Envestnet Asset Management	Wealth adviser	14.3 M	+725 K	$421M
LPL Financial	Wealth adviser	1.2 M	+23 K	$36.4M
Principal Securities	Type not verified	725 K	+66 K	$21.3M
MML Investors Services	Wealth adviser	488 K	+69 K	$14.4M
Cetera Investment Advisers	Wealth adviser	316 K	+106 K	$9.3M
&partners	Type not verified	214 K	+11 K	$6.3M
Osaic Holdings	Wealth adviser	212 K	+5,214	$6.3M
Spire Wealth Management	Wealth adviser	204 K	+30 K	$6.0M
B. Riley Wealth Advisors	Wealth adviser	199 K	+45 K	$5.9M

Envestnet Portfolio Solutions
Shares
15.5 M
Change
+154 K
See more
Type
Type not verified
Value
$455M
Envestnet Asset Management
Shares
14.3 M
Change
+725 K
See more
Type
Wealth adviser
Value
$421M
LPL Financial
Shares
1.2 M
Change
+23 K
See more
Type
Wealth adviser
Value
$36.4M
Principal Securities
Shares
725 K
Change
+66 K
See more
Type
Type not verified
Value
$21.3M
MML Investors Services
Shares
488 K
Change
+69 K
See more
Type
Wealth adviser
Value
$14.4M
Cetera Investment Advisers
Shares
316 K
Change
+106 K
See more
Type
Wealth adviser
Value
$9.3M
&partners
Shares
214 K
Change
+11 K
See more
Type
Type not verified
Value
$6.3M
Osaic Holdings
Shares
212 K
Change
+5,214
See more
Type
Wealth adviser
Value
$6.3M
Spire Wealth Management
Shares
204 K
Change
+30 K
See more
Type
Wealth adviser
Value
$6.0M
B. Riley Wealth Advisors
Shares
199 K
Change
+45 K
See more
Type
Wealth adviser
Value
$5.9M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗