Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRUST FOR PROFESSIONAL MANAG (APIE)

38 + Investors. Track Smart Money conviction in APIE. 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
↑ +1
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — APIE

Based on 38 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 APIE 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 — 90% of 3.0Y peak

90% of all-time peak
38 funds currently hold this stock — 90% of the 3.0-year high of 42 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

22 buying17 selling
Last quarter: 22 funds bought or added vs 17 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: 6 → 10 → 4 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

16% conviction (2yr+) 50% medium 34% new
Only 6 funds (16%) 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.
📊

Peak discovery — momentum slowing

14 → 6 → 10 → 4 → 6 new funds/Q
New funds entering each quarter: 6 → 10 → 4 → 6. APIE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 63% of holders entered in last year

16% veterans 21% 1-2yr 63% new
Of 38 current holders: 24 (63%) entered in the past year, only 6 (16%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
7 of 38 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in APIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: APIE

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

Market Analysis: APIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APIE

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: APIE
2026 Q1 Stats Unlock in 19 days 38 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 38 37 2.7%
13F Shares 29M 27M 4.26%
Total Value $1.01B $971M 4.25%
New Positions 6 4 +2
Increased Positions 16 11 +5
Closed Positions 5 9 -4
Reduced Positions 12 19 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APIE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

38 + investors

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

Top 15 institutional holders of APIE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envestnet Portfolio Solutions, Inc. 2.37% 12,147,990 $428.2M
2 B. Riley Wealth Advisors, Inc. 0.46% 211,473 $7.2M
3 Capital Asset Managemnet, LLC 0.25% 6,421 $228K
4 FSA WEALTH PARTNERS, INC. 0.10% 5,894 $208K
5 Spire Wealth Management 0.10% 82,079 $2.9M
6 WEDBUSH SECURITIES INC 0.05% 45,054 $2K
7 World Investment Advisors 0.03% 45,362 $1.6M
8 Pinnacle Bancorp, Inc. 0.02% 2,134 $75K
9 Farther Finance Advisors, LLC 0.02% 56,432 $2.0M
10 QRG CAPITAL MANAGEMENT, INC. 0.00% 7,247 $255K
11 Cambridge Investment Research Advisors, Inc. 0.00% 21,052
12 Kestra Advisory Services, LLC 0.00% 14,034 $495K
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 17,868 $630K
14 IFP Advisors, Inc 0.00% 301 $11K
15 Ascentis Independent Advisors 0.00% 67 $2K
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 (APIE)

What does the Smart Money Trend signal show for APIE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added APIE 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 APIE?

Slight buying edge — 56% buying: Last quarter: 22 funds bought or added vs 17 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 APIE holders?

Elite ownership — 45% AUM from top-100 funds: 7 of 38 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in APIE. 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 APIE?

Mostly new holders — 34% entered in last year: Only 6 funds (16%) 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.