Trust for Professional ManagETF
13F holders, Q1 2024 (March 31)12holders
$21.12avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding Trust for Professional Manag in their 13F filings. The largest holders were Morton Capital Management LLC ($32.8M), Prepared Retirement Institute LLC ($10.3M) and Westmount Partners, LLC ($1.6M).
- Company
- Trust for Professional Manag
- CUSIP
- 89834G778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $537K |
| Exits | 1 | $4K |
Ownership 12 holders
| Morton Capital Management LLC | 8.86% | Add +5.6% | 1,533,500 | $32.8M |
| Prepared Retirement Institute LLC | 7.69% | Add +10.3% | 481,578 | $10.3M |
| Westmount Partners, LLC | 0.58% | Reduce -1.0% | 75,005 | $1.6M |
| Bank of America Corp. | 0.00% | Add +1069.3% | 51,412 | $1.1M |
| Ellsworth Advisors, LLC | 0.22% | Reduce -26.1% | 35,742 | $767K |
| NewEdge Advisors, LLC | 0.00% | New | 25,079 | $537K |
| Compass Ion Advisors, LLC | 0.05% | Add +7.5% | 16,738 | $358K |
| US Bancorp \de | 0.00% | No change | 13,111 | $281K |
| EP Wealth Advisors, LLC | 0.00% | No change | 11,100 | $238K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 44 | $942 |
| UBS Group AG | 0.00% | Reduce -99.8% | 15 | $321 |
| Westbourne Investment Advisors, Inc. | 0.00% | No change | 29,839 | $0 |
"% 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.