Trust for Professional ManagETF
13F holders, Q2 2025 (June 30)15holders +3
3new positions
0sold out
$20.54avg. 13F price*
At the end of Q2 2025, 15 institutions reported holding Trust for Professional Manag in their 13F filings, up 3 from Q1 2025. 3 opened new positions and 0 sold out. The largest holders were Prepared Retirement Institute LLC ($5.4M), Susquehanna International Group, LLP ($1.9M) and Westmount Partners, LLC ($1.7M).
- Company
- Trust for Professional Manag
- CUSIP
- 89834G778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $208K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 124,505 shares bought and 121,077 shares sold, net +3,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Prepared Retirement Institute LLC | 3.19% | Reduce -25.7% | 252,428 | $5.4M |
| Susquehanna International Group, LLP | 0.00% | Add +16.4% | 88,269 | $1.9M |
| Westmount Partners, LLC | 0.46% | Reduce -2.4% | 77,420 | $1.7M |
| Balance Wealth Partners LLC | 0.88% | Add +214.3% | 70,516 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +66.7% | 53,829 | $1.2M |
| Crossingbridge Advisors, LLC | 1.24% | Add +196.5% | 49,416 | $1.1M |
| UBS Group AG | 0.00% | Reduce -47.6% | 30,257 | $648K |
| Bank of America Corp. | 0.00% | Reduce -9.0% | 23,163 | $496K |
| Compass Ion Advisors, LLC | 0.04% | No change | 18,862 | $404K |
| Ellsworth Advisors, LLC | 0.07% | Reduce -12.7% | 13,564 | $291K |
| FAS Wealth Partners, Inc. | 0.01% | New | 9,479 | $203K |
| Morgan Stanley | 0.00% | No change | 1,300 | $28K |
| AE Wealth Management LLC | 0.00% | New | 177 | $4K |
| Osaic Holdings, Inc. | 0.00% | New | 56 | $1K |
| 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.