Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRUST FOR PROFESSIONAL MANAG (APCB)

32 + Investors. Track Smart Money conviction in APCB. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — APCB

Based on 32 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added APCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
32 funds currently hold this stock — 84% of the 3.0-year high of 38 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding APCB is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

18 buying13 selling
Last quarter: 18 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 10 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 28% entered in last year

19% conviction (2yr+) 53% medium 28% new
Only 6 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

13 → 9 → 10 → 4 → 6 new funds/Q
New funds entering each quarter: 9 → 10 → 4 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 59% of holders entered in last year

12% veterans 28% 1-2yr 59% new
Of 32 current holders: 19 (59%) entered in the past year, only 4 (12%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
5 of 32 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in APCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: APCB

How many hedge funds hold APCB — quarterly history vs. share price
Quarterly hedge fund ownership of APCB vs. share price

Market Analysis: APCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APCB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: APCB
2026 Q1 Stats Unlock in 19 days 32 + Investors

Track Smart Money conviction in APCB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 32 29 10.34%
13F Shares 32M 31M 3.89%
Total Value $958M $929M 3.13%
New Positions 6 4 +2
Increased Positions 12 14 -2
Closed Positions 3 13 -10
Reduced Positions 10 8 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APCB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

32 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APCB. Verified SEC 13F-HR filings.

Top 12 institutional holders of APCB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envestnet Portfolio Solutions, Inc. 2.50% 15,315,658 $451.0M
2 Capital Asset Managemnet, LLC 0.48% 14,614 $433K
3 B. Riley Wealth Advisors, Inc. 0.29% 154,186 $4.5M
4 Spire Wealth Management 0.18% 174,338 $5.1M
5 WEDBUSH SECURITIES INC 0.07% 75,853 $2K
6 World Investment Advisors 0.04% 85,412 $2.5M
7 Pinnacle Bancorp, Inc. 0.02% 2,493 $73K
8 Farther Finance Advisors, LLC 0.02% 72,912 $2.1M
9 PARK AVENUE SECURITIES LLC 0.02% 81,201 $2K
10 Cambridge Investment Research Advisors, Inc. 0.00% 17,902
11 IFP Advisors, Inc 0.00% 1,351 $40K
12 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 10,191 $300K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — TRUST FOR PROFESSIONAL MANAG (APCB)

What does the Smart Money Trend signal show for APCB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added APCB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for APCB?

Slight buying edge — 58% buying: Last quarter: 18 funds bought or added vs 13 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for APCB holders?

Elite ownership — 42% AUM from top-100 funds: 5 of 32 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in APCB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held APCB?

Mostly new holders — 28% entered in last year: Only 6 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.