APIE — TRUST FOR PROFESSIONAL MANAG
As of Q2 2026, 4 SEC-registered investment managers reported holding APIE (TRUST FOR PROFESSIONAL MANAG) in their latest 13F filings, with a combined reported value of $983.61K across 25.38K shares. That is -68.0% by share count (-53.88K shares) versus the previous quarter, while reported value moved -64.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 17.80K | $689.73K | 0.00% | Reduce |
| Morgan Stanley history | 4.24K | $164.30K | 0.00% | Add |
| UBS Group AG history | 2.21K | $85.66K | 0.00% | Add |
| PNC Financial Services history | 1.13K | $43.91K | 0.00% | Reduce |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 55.01K | $1.94M | 0.00% | Add |
| Principal Global Investors history | 18.70K | $659.14K | 0.00% | Add |
| Morgan Stanley history | 2.91K | $102.72K | 0.00% | Hold |
| PNC Financial Services history | 1.82K | $64.16K | 0.00% | Add |
| UBS Group AG history | 815 | $28.73K | 0.00% | Add |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 25.10K | $891.26K | 0.00% | Add |
| Principal Global Investors history | 18.33K | $650.76K | 0.00% | Reduce |
| Morgan Stanley history | 2.91K | $103.48K | 0.00% | Hold |
| UBS Group AG history | 201 | $7.14K | 0.00% | Hold |
| PNC Financial Services history | 39 | $1.39K | 0.00% | Reduce |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 19.45K | $704.59K | 0.00% | Add |
| Citadel Advisors history | 13.07K | $463.85K | 0.00% | Add |
| Morgan Stanley history | 2.91K | $103.42K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 2.06K | $73.07K | 0.00% | New |
| UBS Group AG history | 201 | $7.13K | 0.00% | Reduce |
| PNC Financial Services history | 76 | $2.70K | 0.00% | Reduce |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 17.56K | $585.20K | 0.00% | Reduce |
| Citadel Advisors history | 7.43K | $247.47K | 0.00% | New |
| Morgan Stanley history | 2.91K | $97.09K | 0.00% | Reduce |
| UBS Group AG history | 400 | $13.33K | 0.00% | Hold |
| PNC Financial Services history | 83 | $2.77K | 0.00% | Hold |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Principal Global Investors history | 20.57K | $618.49K | 0.00% | Add |
| Morgan Stanley history | 5.34K | $160.55K | 0.00% | Add |
| Bank of America Corp history | 2.30K | $69.14K | 0.00% | Reduce |
| UBS Group AG history | 400 | $12.02K | 0.00% | Reduce |
| PNC Financial Services history | 83 | $2.50K | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
- Citadel Advisors sold 55.01K sh · $1.94M
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|
| Principal Global Investors | 17.80K | 18.70K | 18.33K | 19.45K | 17.56K | 20.57K | 17.62K | 16.67K | — | — |
| Morgan Stanley | 4.24K | 2.91K | 2.91K | 2.91K | 2.91K | 5.34K | 1.70K | 3.69K | 1.70K | — |
| UBS Group AG | 2.21K | 815 | 201 | 201 | 400 | 400 | 723 | 3.40K | 1.27K | 800 |
| PNC Financial Services | 1.13K | 1.82K | 39 | 76 | 83 | 83 | 89 | — | — | — |
| Citadel Advisors | — | 55.01K | 25.10K | 13.07K | 7.43K | — | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | 2.06K | — | — | — | — | 1 | — |
| Bank of America Corp | — | — | — | — | — | 2.30K | 3.47K | — | — | — |
| Wells Fargo & Co | — | — | — | — | — | — | — | 3.35K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details