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APMU — TRUST FOR PROFESSIONAL MANAG

Reported value held$1.51M
Funds holding (latest)5
Sector—
Funds holding (Q2 2026)4
Institutional value$1.22M · 48.52K sh
New / Add / Cut / Exit0 / 1 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +3.3% (+1.57K sh)
Institutional value change Up +4.0%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

FundQ2 2023Q3 2023Q4 2023Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 — —

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