TRUST FOR PROFESSIONAL MANAG ACTIVEPASSIVE EQ

TRUST FOR PROFESSIONAL MANAG ACTIVEPASSIVE EQ is a security (CUSIP 89834G737) tracked across SEC portfolio filings. 48 institutional managers reported $1.1B on Form 13F as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

Showing 15 of 48 managers by value.

ManagerLocationValueShares
ENVESTNET ASSET MANAGEMENT INCBerwyn, PA$512.9M13,231,884
Envestnet Portfolio Solutions, Inc.BERWYN, PA$471.1M12,154,559
LPL Financial LLCFORT MILL, SC$35.3M1,001,712
PRINCIPAL SECURITIES, INC.DES MOINES, IA$29.3M756,249
MML INVESTORS SERVICES, LLCSPRINGFIELD, MA$15.5M439,764
B. Riley Wealth Advisors, Inc.Boca Raton, FL$9.7M252,940
&PARTNERSNASHVILLE, TN$8.1M228,561
OSAIC HOLDINGS, INC.PHOENIX, AZ$7.6M215,217
Cetera Investment AdvisersSCHAUMBURG, IL$5.9M166,098
RESOLUTE WEALTH ADVISOR, INC.FINDLAY, OH$4.7M132,128
Spire Wealth ManagementMCLEAN, VA$3.7M94,332
Farther Finance Advisors, LLCSAN FRANCISCO, CA$2.1M53,283
CITADEL ADVISORS LLCMIAMI, FL$1.9M55,009
Pensionmark Financial Group, LLCSANTA BARBARA, CA$1.6M45,362
Atria Wealth Solutions, Inc.NEW YORK, NY$1.5M46,280

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