Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (APCB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — APCB

Based on 39 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
39 hedge funds hold APCB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

24 buying13 selling
Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 5 → 6 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 31% entered in last year

■ 21% conviction (2yr+) ■ 49% medium ■ 31% new
Only 8 funds (21%) 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.
📈

Growing discovery — still being found

9 → 10 → 5 → 6 → 11 new funds/Q
New funds entering each quarter: 10 → 5 → 6 → 11. A growing number of institutions are discovering APCB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 18% veterans, 38% new entrants

■ 18% veterans ■ 44% 1-2yr ■ 38% new
Of 39 current holders: 7 (18%) held 2+ years, 17 held 1–2 years, 15 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
8 of 39 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — APCB

In 2026 Q1, 24 hedge funds were net buyers of APCB (11 opened a new position, 13 added to an existing one), while 13 reduced or exited (8 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in APCB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 39.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: APCB
40 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 40 39 2.56%
13F Shares 34M 33M 3.9%
Total Value $1000M $962M 3.92%
New Positions 7 11 -4
Increased Positions 26 13 +13
Closed Positions 6 5 +1
Reduced Positions 3 8 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APCB

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Financial Highlights

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Institutional Holders (2026 Q2)

40 + investors

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

QUARTER:
Top 25 APCB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Resolute Wealth Advisor, INC. 2.55% 152,046 $4.5M
2 Envestnet Portfolio Solutions, Inc. 2.18% 15,469,678 $455.2M
3 Capital Asset Managemnet, LLC 1.29% 19,448 $572K
4 B. Riley Wealth Advisors, Inc. 0.32% 199,369 $5.9M
5 Principal Securities, INC. 0.26% 725,014 $21.3M
6 Spire Wealth Management 0.18% 204,021 $6.0M
7 Financial Sense Advisors, Inc. 0.13% 21,980 $647K
8 Envestnet Asset Management Inc 0.10% 14,312,035 $421.2M
9 Fsa Wealth Partners, INC. 0.07% 9,959 $293K
10 Pioneer Family Office, LLC 0.06% 3,940 $116K
11 World Investment Advisors 0.04% 85,608 $2.5M
12 Founders Financial Alliance, LLC 0.03% 8,634 $254K
13 Pinnacle Bancorp, Inc. 0.03% 3,906 $115K
14 Mml Investors Services, LLC 0.03% 488,149 $14.4M
15 &Partners 0.03% 213,551 $6.3M
16 Farther Finance Advisors, LLC 0.02% 68,962 $2.0M
17 Wellington Grp LLC 0.01% 1,282 $38K
18 Cetera Investment Advisers 0.01% 316,054 $9.3M
19 LPL Financial LLC 0.01% 1,237,101 $36.4M
20 Osaic Holdings, INC. 0.01% 212,379 $6.3M
21 Harbor Investment Advisory, LLC 0.01% 3,171 $93K
22 Diversify Wealth Management, LLC 0.01% 13,125 $381K
23 Diversify Advisory Services, LLC 0.01% 13,125 $381K
24 Signature Resources Capital Management, LLC 0.00% 224 $7K
25 Golden State Wealth Management, LLC 0.00% 818 $24K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 65% buying: Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 13 were sellers (8 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for APCB holders?

Elite ownership — 46% AUM from top-100 funds: 8 of 39 holders are among the 100 largest funds by AUM, controlling 46% 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 — 31% entered in last year: Only 8 funds (21%) 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.

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