13FBOX
TRUST FOR PROFESSIONAL MANAG · 13F Institutional Holdings
Options Calculator Rankings
T

TRUST FOR PROFESSIONAL MANAG

STBF
Institutions
25
Combined AUM (Q2 2026)
$34.6M
Combined Shares (Q2 2026)
1.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+580,339
23 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-132,306
5 · 4 Exit · ≈
⚖️ Net
+448,033
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$34.6M
Institutions
25
New Buys
12
Adds
11
Reduces
1
Exits
4
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ROTHSCHILD INVESTMENT LLC
0.32%0.32%#5$8.5M335,607$6.2M243,915+91,692+37.59%Add
LPL Financial LLC
<0.01%<0.01%#20$6.1M238,483$897,03735,428+203,055+573.15%Add
DKM Wealth Management, Inc.
3.43%3.33%#1$5.2M206,695$4.6M182,678+24,017+13.15%Add
BLUE JEAN FINANCIAL LLC
2%2.07%#2$2.9M113,106$2.5M99,390+13,716+13.80%Add
WINEBRENNER CAPITAL MANAGEMENT LLC
1.28%1.4%#3$2.1M83,023$2.2M86,396-3,373-3.90%Reduce
AXXCESS WEALTH MANAGEMENT, LLC
0.02%#11$1.1M43,140$00+43,140New Buy
Private Advisor Group, LLC
<0.01%<0.01%#15$1.0M40,888$934,86436,922+3,966+10.74%Add
BELLEVUE ASSET MANAGEMENT, LLC
0.41%#4$887,71634,977$00+34,977New Buy
JANE STREET GROUP, LLC
<0.01%#23$745,81729,386$00+29,386New Buy
Chicago Wealth Management, Inc.
0.26%0.29%#6$739,50029,137$737,55029,129+8+0.03%Add
Convergence Financial, LLC
0.06%#10$703,10227,703$00+27,703New Buy
Sanctuary Advisors, LLC
<0.01%#16$587,59823,152$00+23,152New Buy
Acorn Wealth Advisors, LLC
0.13%0.15%#7$534,30721,052$526,94520,811+241+1.16%Add
Summit Financial, LLC
0.01%<0.01%#14$521,94020,565$390,84015,436+5,129+33.23%Add
ROBERTS GLORE & CO INC /IL/
0.11%#9$431,46017,000$00+17,000New Buy
D.A. DAVIDSON & CO.
<0.01%<0.01%#17$418,77016,500$379,80015,000+1,500+10.00%Add
Arax Advisory Partners
<0.01%#19$286,41311,285$00+11,285New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#21$283,55011,172$00+11,172New Buy
Kellett Wealth Advisors, LLC
0.12%#8$265,77910,472$00+10,472New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#22$264,45710,420$210,5068,314+2,106+25.33%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%#24$254,48510,027$00+10,027New Buy
CITADEL ADVISORS LLC
<0.01%#25$234,6139,244$00+9,244New Buy
Syntegra Private Wealth Group, LLC
0.02%0.02%#12$208,7008,223$208,2068,22300.00%Unchanged
PRIVATE TRUST CO NA
0.01%#13$185,2747,300$00+7,300New Buy
Geneos Wealth Management Inc.
<0.01%<0.01%#18$111,9204,410$110,3804,359+51+1.17%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow