TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR (APCB)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / ACTIVEPASSIVE CR
Total 13F shares
271,503
Share change
+23,117
Total reported value
$8,049,796
Price per share
$29.65
Number of holders
4
Value change
+$685,292
Number of buys
3
Number of sells
1

Institutional Holders of TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR (APCB) as of Q4 2025

As of 31 Dec 2025, TRUST FOR PROFESSIONAL MANAG - ACTIVEPASSIVE CR (APCB) was held by 4 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 271,503 shares. The largest 4 holders included Spire Wealth Management, PARK AVENUE SECURITIES LLC, Pinnacle Bancorp, Inc., and Signature Resources Capital Management, LLC. This page lists 4 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.