Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CROSSINGBRDG PRE
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Number of holders
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13
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Total 13F shares, excl. options
-
536,667
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Shares change
-
-181,908
-
Total reported value, excl. options
-
$10,988,751
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Value change
-
-$3,931,714
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Number of buys
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2
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Number of sells
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-9
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Price
-
$21.68
Significant Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) as of Q3 2025
15 filings reported holding SPC - TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE as of Q3 2025.
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 536,667 shares
.
Largest 10 shareholders include Prepared Retirement Institute LLC (150,373 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (91,377 shares), Balance Wealth, LLC (78,194 shares), Westmount Partners, LLC (76,775 shares), GREAT VALLEY ADVISOR GROUP, INC. (50,949 shares), Westbourne Investment Advisors, Inc. (29,839 shares), Compass Ion Advisors, LLC (18,162 shares), UBS Group AG (15,869 shares), Ellsworth Advisors, LLC (10,239 shares), and FAS Wealth Partners, Inc. (9,479 shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.