Trust for Professional ManagETF
13F holders, Q4 2025 (December 31)13holders
2new positions
2sold out
$18.06avg. 13F price*
At the end of Q4 2025, 13 institutions reported holding Trust for Professional Manag in their 13F filings, unchanged from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Verus Capital Partners, LLC ($3.6M), Prepared Retirement Institute LLC ($2.3M) and Balance Wealth 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.6M |
| Exits | 2 | $567K |
All 13F filers, Q3 2025 → Q4 2025: 194,845 shares bought and 133,430 shares sold, net +61,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Verus Capital Partners, LLC | 0.24% | New | 187,779 | $3.6M |
| Prepared Retirement Institute LLC | 1.16% | Reduce -19.6% | 120,847 | $2.3M |
| Balance Wealth Partners LLC | 0.51% | Add +7.3% | 83,861 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.4% | 75,526 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -12.0% | 44,855 | $852K |
| Westmount Partners, LLC | 0.12% | Reduce -67.5% | 24,925 | $474K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -0.5% | 18,069 | $343K |
| FAS Wealth Partners, Inc. | 0.01% | Add +13.6% | 10,771 | $205K |
| Morgan Stanley | 0.00% | No change | 1,300 | $25K |
| Bank of America Corp. | 0.00% | Reduce -96.4% | 147 | $3K |
| Westbourne Investment Advisors, Inc. | 0.00% | No change | 29,839 | $3K |
| JPMorgan Chase & Co. | 0.00% | New | 100 | $2K |
| Osaic Holdings, Inc. | 0.00% | Add +12.5% | 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.