Trust for Professional ManagETF
13F holders, Q1 2025 (March 31)12holders
2new positions
3sold out
$20.08avg. 13F price*
At the end of Q1 2025, 12 institutions reported holding Trust for Professional Manag in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Prepared Retirement Institute LLC ($7.1M), Westmount Partners, LLC ($1.7M) and Susquehanna International Group, LLP ($1.6M).
- Company
- Trust for Professional Manag
- CUSIP
- 89834G778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.0M |
| Exits | 3 | $30.9M |
All 13F filers, Q4 2024 → Q1 2025: 108,041 shares bought and 1,737,921 shares sold, net −1,629,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Prepared Retirement Institute LLC | 4.55% | Reduce -34.3% | 339,903 | $7.1M |
| Westmount Partners, LLC | 0.51% | Reduce -4.6% | 79,287 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +135.6% | 75,844 | $1.6M |
| UBS Group AG | 0.00% | Add +35.4% | 57,728 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.01% | New | 32,291 | $677K |
| Bank of America Corp. | 0.00% | Reduce -69.7% | 25,453 | $533K |
| Balance Wealth Partners LLC | 0.31% | — | 22,436 | $470K |
| Compass Ion Advisors, LLC | 0.05% | Add +1.8% | 18,862 | $395K |
| Crossingbridge Advisors, LLC | 0.31% | New | 16,666 | $346K |
| Ellsworth Advisors, LLC | 0.09% | Reduce -16.4% | 15,538 | $326K |
| Morgan Stanley | 0.00% | No change | 1,300 | $27K |
| Westbourne Investment Advisors, Inc. | 0.00% | No change | 29,839 | $39 |
"% 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.