Trust for Professional Manag (APMU): 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: 26

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$25.05

+0.6% 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 APMU (all 13F filers)

Envestnet Asset Management5.5 MWealth adviser+465 K
Envestnet Portfolio Solutions3.2 MType not verified+120 K
Principal Securities469 KType not verified+57 K
LPL Financial430 KWealth adviser−22 K
MML Investors Services242 KWealth adviser+60 K
Park Avenue Securities207 KWealth adviser+12 K
&partners185 KType not verified+20 K
Cetera Investment Advisers145 KWealth adviser+65 K
B. Riley Wealth Advisors98 KWealth adviser+3,728
Jane Street Group50 KBank or trading desk+50 K

Filer	Type
Envestnet Asset Management	Wealth adviser	5.5 M	+465 K	$137M
Envestnet Portfolio Solutions	Type not verified	3.2 M	+120 K	$80.4M
Principal Securities	Type not verified	469 K	+57 K	$11.7M
LPL Financial	Wealth adviser	430 K	−22 K	$10.8M
MML Investors Services	Wealth adviser	242 K	+60 K	$6.1M
Park Avenue Securities	Wealth adviser	207 K	+12 K	$5.2M
&partners	Type not verified	185 K	+20 K	$4.6M
Cetera Investment Advisers	Wealth adviser	145 K	+65 K	$3.6M
B. Riley Wealth Advisors	Wealth adviser	98 K	+3,728	$2.4M
Jane Street Group	Bank or trading desk	50 K	+50 K	$1.2M

Envestnet Asset Management
Shares
5.5 M
Change
+465 K
See more
Type
Wealth adviser
Value
$137M
Envestnet Portfolio Solutions
Shares
3.2 M
Change
+120 K
See more
Type
Type not verified
Value
$80.4M
Principal Securities
Shares
469 K
Change
+57 K
See more
Type
Type not verified
Value
$11.7M
LPL Financial
Shares
430 K
Change
−22 K
See more
Type
Wealth adviser
Value
$10.8M
MML Investors Services
Shares
242 K
Change
+60 K
See more
Type
Wealth adviser
Value
$6.1M
Park Avenue Securities
Shares
207 K
Change
+12 K
See more
Type
Wealth adviser
Value
$5.2M
&partners
Shares
185 K
Change
+20 K
See more
Type
Type not verified
Value
$4.6M
Cetera Investment Advisers
Shares
145 K
Change
+65 K
See more
Type
Wealth adviser
Value
$3.6M
B. Riley Wealth Advisors
Shares
98 K
Change
+3,728
See more
Type
Wealth adviser
Value
$2.4M
Jane Street Group
Shares
50 K
Change
+50 K
See more
Type
Bank or trading desk
Value
$1.2M

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 ↗