Trust for Professional ManagETF
13F holders, Q2 2026 (June 30)9holders −2
0new positions
2sold out
$16.81avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Trust for Professional Manag in their 13F filings, down 2 from Q1 2026. 0 opened new positions and 2 sold out. The largest holders were Prepared Retirement Institute LLC ($1.8M), Susquehanna International Group, LLP ($1.3M) and Westmount Partners, LLC ($338K).
- Company
- Trust for Professional Manag
- CUSIP
- 89834G778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $211K |
All 13F filers, Q1 2026 → Q2 2026: 99 shares bought and 17,420 shares sold, net −17,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Prepared Retirement Institute LLC | 0.76% | Add +0.1% | 91,765 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.8% | 64,967 | $1.3M |
| Westmount Partners, LLC | 0.07% | Reduce -2.4% | 17,402 | $338K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -3.8% | 16,393 | $318K |
| Morgan Stanley | 0.00% | No change | 1,300 | $25K |
| UBS Group AG | 0.00% | Reduce -20.4% | 442 | $9K |
| JPMorgan Chase & Co. | 0.00% | No change | 100 | $2K |
| Westbourne Investment Advisors, Inc. | 0.00% | No change | 29,839 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 63 | $1K |
"% of holder's portfolio" is TRUST FOR PROFESSIONAL MANAG's weight in each manager's 13F, not the share of Trust for Professional Manag the manager owns.