Trust for Professional ManagETF
13F holders, Q1 2026 (March 31)11holders −2
2new positions
4sold out
$17.13avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Trust for Professional Manag in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 4 sold out. The largest holders were Prepared Retirement Institute LLC ($1.8M), Susquehanna International Group, LLP ($1.4M) and Westmount Partners, LLC ($349K).
- Company
- Trust for Professional Manag
- CUSIP
- 89834G778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $11K |
| Exits | 4 | $6.0M |
All 13F filers, Q4 2025 → Q1 2026: 566 shares bought and 359,056 shares sold, net −358,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Prepared Retirement Institute LLC | 0.89% | Reduce -24.1% | 91,666 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.8% | 70,425 | $1.4M |
| Westmount Partners, LLC | 0.09% | Reduce -28.5% | 17,831 | $349K |
| Compass Ion Advisors, LLC | 0.03% | Reduce -5.7% | 17,031 | $333K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 10,771 | $211K |
| Morgan Stanley | 0.00% | No change | 1,300 | $25K |
| UBS Group AG | 0.00% | New | 555 | $11K |
| JPMorgan Chase & Co. | 0.00% | No change | 100 | $2K |
| Osaic Holdings, Inc. | 0.00% | No change | 63 | $1K |
| Westbourne Investment Advisors, Inc. | 0.00% | No change | 29,839 | $522 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 11 | $215 |
"% 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.