Trust for Professional Manag (APCB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Trust for Professional Manag (APCB) following the 2026 Q1 hedge fund 13F filings?

As of today, APCB has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), APCB gained +0.1% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Trust for Professional Manag (APCB)

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

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 → 4 → 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 → 4 → 6 → 11 new funds/Q

New funds entering each quarter: 10 → 4 → 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	38	33	15.15%
13F Shares	33M	32M	1.63%
Total Value	$962M	$958M	0.44%
New Positions	10	6	+4
Increased Positions	13	12	+1
Closed Positions	5	3	+2
Reduced Positions	8	10	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

15.15%

13F Shares

33M

32M

1.63%

Total Value

$962M

$958M

0.44%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

38 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 APCB holders by conviction (% of portfolio weight) — 2026 Q1 · 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.	2.50%	15,315,658	$451.0M
3	Capital Asset Managemnet, LLC	0.48%	14,614	$433K
4	B. Riley Wealth Advisors, Inc.	0.29%	154,186	$4.5M
5	Principal Securities, INC.	0.28%	659,492	$19.4M
6	Spire Wealth Management	0.18%	174,338	$5.1M
7	Financial Sense Advisors, Inc.	0.13%	21,623	$637K
8	Envestnet Asset Management Inc	0.11%	13,586,684	$400.1M
9	Pioneer Family Office, LLC	0.07%	3,940	$116K
10	World Investment Advisors	0.04%	85,412	$2.5M
11	Mml Investors Services, LLC	0.03%	419,046	$12.3M
12	&Partners	0.03%	202,984	$6.0M
13	Pinnacle Bancorp, Inc.	0.02%	2,493	$73K
14	Farther Finance Advisors, LLC	0.02%	72,912	$2.1M
15	LPL Financial LLC	0.01%	1,214,405	$35.8M
16	Osaic Holdings, INC.	0.01%	207,165	$6.1M
17	Wellington Grp LLC	0.01%	721	$21K
18	Cetera Investment Advisers	0.01%	209,782	$6.2M
19	Diversify Wealth Management, LLC	0.00%	6,931	$204K
20	Signature Resources Capital Management, LLC	0.00%	224	$7K
21	Pathstone Holdings, LLC	0.00%	8,717	$257K
22	Signature Equity Partners, LLC	0.00%	59	$2K
23	IFP Advisors, Inc	0.00%	1,351	$40K
24	Mariner, LLC	0.00%	22,943	$676K
25	Assetmark, Inc	0.00%	8,432	$248K

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.

Is it too late to buy Trust for Professional Manag (APCB) following the 2026 Q1 hedge fund 13F filings?

As of today, APCB has moved +0.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), APCB has gained +0.1% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Trust for Professional Manag (APCB)

Smart Money Signals — APCB

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 65% buying

Steady new buyers — ~11 new funds per quarter

Mostly new holders — 31% entered in last year

Growing discovery — still being found

Mixed cohorts — 18% veterans, 38% new entrants

Elite ownership — 46% AUM from top-100 funds

Institutional Sentiment Summary — APCB

Hedge Fund Ownership: APCB

Market Analysis: APCB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: APCB

Is It Too Late to Buy Trust for Professional Manag (APCB) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: APCB

Statistics: APCB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Trust for Professional Manag (APCB)

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