APMU — TRUST FOR PROFESSIONAL MANAG
As of Q2 2026, 4 SEC-registered investment managers reported holding APMU (TRUST FOR PROFESSIONAL MANAG) in their latest 13F filings, with a combined reported value of $1.22M across 48.52K shares. That is +3.3% by share count (+1.57K shares) versus the previous quarter, while reported value moved +4.0%. 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, 1 added to existing stakes, 2 trimmed. 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Principal Global Investors history | Q2 2026 | 45.56K | $1.14M | 0.00% | Add |
| Goldman Sachs Group history | Q4 2025 | 11.94K | $299.62K | 0.00% | New |
| PNC Financial Services history | Q2 2026 | 2.91K | $72.89K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 44 | $1.10K | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 1 | $25 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2023 | Q3 2023 | Q4 2023 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Principal Global Investors | — | — | — | 43.01K | 44.52K | 44.64K | 40.66K | 41.71K | 42.44K | 42.99K | 45.56K |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | 3.64K | 2.91K |
| UBS Group AG | 543 | 91 | 4 | 3.98K | — | — | 470 | 152 | 58 | 313 | 44 |
| Morgan Stanley | — | — | — | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | 11.94K | — | — |
▲ 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