Trust for Professional ManagETF
13F holders, Q3 2025 (September 30)13holders −2
0new positions
2sold out
$20.48avg. 13F price*
At the end of Q3 2025, 13 institutions reported holding Trust for Professional Manag in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were Prepared Retirement Institute LLC ($3.3M), Susquehanna International Group, LLP ($2.0M) and Balance Wealth 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 10,786 shares bought and 192,694 shares sold, net −181,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Prepared Retirement Institute LLC | 1.70% | Reduce -40.4% | 150,373 | $3.3M |
| Susquehanna International Group, LLP | 0.00% | Add +3.5% | 91,377 | $2.0M |
| Balance Wealth Partners LLC | 0.42% | Add +10.9% | 78,194 | $1.7M |
| Westmount Partners, LLC | 0.43% | Reduce -0.8% | 76,775 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -5.3% | 50,949 | $1.1M |
| Compass Ion Advisors, LLC | 0.04% | Reduce -3.7% | 18,162 | $394K |
| UBS Group AG | 0.00% | Reduce -47.5% | 15,869 | $344K |
| Ellsworth Advisors, LLC | 0.05% | Reduce -24.5% | 10,239 | $223K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 9,479 | $206K |
| Bank of America Corp. | 0.00% | Reduce -82.5% | 4,055 | $88K |
| Morgan Stanley | 0.00% | No change | 1,300 | $28K |
| Osaic Holdings, Inc. | 0.00% | No change | 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.