MML INVESTORS SERVICES, LLC APCB — TRUST FOR PROFESSIONAL MANAG

Ownership history in MML INVESTORS SERVICES, LLC  ·  9 quarters on record

AI Ownership Summary

MML INVESTORS SERVICES, LLC reported TRUST FOR PROFESSIONAL MANAG (APCB) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows APCB at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MML INVESTORS SERVICES, LLC's position in TRUST FOR PROFESSIONAL MANAG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

APCB was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APCB stock page MML INVESTORS SERVICES, LLC fund profile MML INVESTORS SERVICES, LLC full holdings
How MML INVESTORS SERVICES, LLC held APCB — position size vs. price
% of Fund (quarterly)    APCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 419,046 +24,363 +6.2% 0.03% $12.3M 2026-05-04 $29.31
2025 Q4 ADDED — — — 394,683 +49,184 +14.2% 0.03% $11.7M 2026-02-13 $29.65
2025 Q3 ADDED — — — 345,499 +30,874 +9.8% 0.03% $10.3M 2025-11-14 $29.12
2025 Q2 ADDED — — — 314,625 +82,033 +35.3% 0.03% $9.3M 2025-08-14 $28.59
2025 Q1 ADDED — — — 232,592 +12,625 +5.7% 0.02% $6.9M 2025-05-14 $27.80
2024 Q4 ADDED — — — 219,967 +35,358 +19.2% 0.02% $6.4M 2025-02-13 $27.66
2024 Q3 ADDED — — — 184,609 +71,053 +62.6% 0.02% $5.6M 2024-11-15 $27.46
2024 Q2 ADDED — — — 113,556 +83,288 +275.2% 0.01% $3.3M 2024-08-14 $27.83
2024 Q1 INITIATED — — — 30,268 — — 0.00% $893K 2024-05-14 $26.65

🏢 Other funds also holding APCB

As of 2026 Q1 — sorted by position size

RESOLUTE WEALTH ADVISOR, INC. 2.55% Envestnet Portfolio Solutions, Inc. 2.5% Capital Asset Managemnet, LLC 0.48% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.29% PRINCIPAL SECURITIES, INC. 0.28% Spire Wealth Management 3Y 0.18% Financial Sense Advisors, Inc. 3Y 7Y 0.13% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.11% Pioneer Family Office, LLC 0.07% WEDBUSH SECURITIES INC 3Y 7Y 0.07%

FAQ About MML INVESTORS SERVICES, LLC and APCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has MML INVESTORS SERVICES, LLC reported owning APCB?

MML INVESTORS SERVICES, LLC reported APCB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported APCB position in MML INVESTORS SERVICES, LLC's portfolio?

The largest reported portfolio weight for APCB was 0.03% in 2026 Q1.

What is the latest reported APCB position on this page?

The most recent filing on this page is 2026 Q1, when MML INVESTORS SERVICES, LLC reported 419,046 shares, equal to 0.03% of portfolio, with an estimated market value of $12.3M.

What does the chart on this APCB ownership page compare?

The chart compares MML INVESTORS SERVICES, LLC's quarterly APCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MML INVESTORS SERVICES, LLC time their APCB position?

Based on 13F filing dates vs. subsequent APCB price moves, MML INVESTORS SERVICES, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on APCB relative to SPY over the holding period was -11.7%.

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