Trust for Professional Manag (APIE): 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.

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Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 46

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$38.76

+10.0% 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 APIE (all 13F filers)

Envestnet Asset Management13.2 MWealth adviser+666 K
Envestnet Portfolio Solutions12.2 MType not verified+6,569
LPL Financial1.1 MWealth adviser+59 K
Principal Securities756 KType not verified+61 K
MML Investors Services475 KWealth adviser+35 K
B. Riley Wealth Advisors253 KWealth adviser+41 K
Cetera Investment Advisers248 KWealth adviser+82 K
&partners231 KType not verified+2,745
Osaic Holdings215 KWealth adviser−361
Park Avenue Securities165 KWealth adviser+165 K

Filer	Type
Envestnet Asset Management	Wealth adviser	13.2 M	+666 K	$513M
Envestnet Portfolio Solutions	Type not verified	12.2 M	+6,569	$471M
LPL Financial	Wealth adviser	1.1 M	+59 K	$41.1M
Principal Securities	Type not verified	756 K	+61 K	$29.3M
MML Investors Services	Wealth adviser	475 K	+35 K	$18.4M
B. Riley Wealth Advisors	Wealth adviser	253 K	+41 K	$9.7M
Cetera Investment Advisers	Wealth adviser	248 K	+82 K	$9.6M
&partners	Type not verified	231 K	+2,745	$9.1M
Osaic Holdings	Wealth adviser	215 K	−361	$8.3M
Park Avenue Securities	Wealth adviser	165 K	+165 K	$6.4M

Envestnet Asset Management
Shares
13.2 M
Change
+666 K
See more
Type
Wealth adviser
Value
$513M
Envestnet Portfolio Solutions
Shares
12.2 M
Change
+6,569
See more
Type
Type not verified
Value
$471M
LPL Financial
Shares
1.1 M
Change
+59 K
See more
Type
Wealth adviser
Value
$41.1M
Principal Securities
Shares
756 K
Change
+61 K
See more
Type
Type not verified
Value
$29.3M
MML Investors Services
Shares
475 K
Change
+35 K
See more
Type
Wealth adviser
Value
$18.4M
B. Riley Wealth Advisors
Shares
253 K
Change
+41 K
See more
Type
Wealth adviser
Value
$9.7M
Cetera Investment Advisers
Shares
248 K
Change
+82 K
See more
Type
Wealth adviser
Value
$9.6M
&partners
Shares
231 K
Change
+2,745
See more
Type
Type not verified
Value
$9.1M
Osaic Holdings
Shares
215 K
Change
−361
See more
Type
Wealth adviser
Value
$8.3M
Park Avenue Securities
Shares
165 K
Change
+165 K
See more
Type
Wealth adviser
Value
$6.4M

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 ↗