Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (APIE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — APIE

Based on 42 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 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.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
42 hedge funds hold APIE 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 — +11% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

26 buying18 selling
Last quarter: 26 funds bought or added vs 18 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 4 → 6 → 10. 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+) ■ 48% medium ■ 31% new
Only 9 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.
➡️

Steady discovery — ~10 new funds/quarter

6 → 10 → 4 → 6 → 10 new funds/Q
New funds entering each quarter: 10 → 4 → 6 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 19% veterans, 43% new entrants

■ 19% veterans ■ 38% 1-2yr ■ 43% new
Of 42 current holders: 8 (19%) held 2+ years, 16 held 1–2 years, 18 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
9 of 42 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — APIE

In 2026 Q1, 26 hedge funds were net buyers of APIE (10 opened a new position, 16 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in APIE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 42.

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

-- --

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

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

Signal Freshness measures how much APIE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
APIE
+9.0%
SPY
+13.9%

APIE outperformed SPY by -4.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
APIE
+1.2%
SPY
+0.2%

Since the filing became public, APIE outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: APIE
41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 39 5.13%
13F Shares 28M 29M -0.76%
Total Value $995M $1.01B -1.72%
New Positions 9 6 +3
Increased Positions 16 16 -
Closed Positions 7 5 +2
Reduced Positions 11 12 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APIE

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:
Top 25 APIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Resolute Wealth Advisor, INC. 2.65% 132,128 $4.7M
2 Envestnet Portfolio Solutions, Inc. 2.37% 12,147,990 $428.2M
3 B. Riley Wealth Advisors, Inc. 0.46% 211,473 $7.2M
4 Principal Securities, INC. 0.36% 694,896 $24.5M
5 Capital Asset Managemnet, LLC 0.25% 6,421 $228K
6 Financial Sense Advisors, Inc. 0.13% 18,271 $644K
7 Envestnet Asset Management Inc 0.12% 12,565,436 $442.9M
8 Fsa Wealth Partners, INC. 0.10% 5,894 $208K
9 Spire Wealth Management 0.10% 82,079 $2.9M
10 Mml Investors Services, LLC 0.04% 439,764 $15.5M
11 Pioneer Family Office, LLC 0.04% 1,896 $67K
12 &Partners 0.04% 228,561 $8.1M
13 World Investment Advisors 0.03% 45,362 $1.6M
14 Pinnacle Bancorp, Inc. 0.02% 2,134 $75K
15 Farther Finance Advisors, LLC 0.02% 56,432 $2.0M
16 Sigma Planning Corp 0.01% 12,157 $429K
17 Osaic Holdings, INC. 0.01% 215,217 $7.6M
18 LPL Financial LLC 0.01% 1,001,712 $35.3M
19 Signature Resources Capital Management, LLC 0.01% 464 $16K
20 Cetera Investment Advisers 0.01% 166,098 $5.9M
21 Diversify Wealth Management, LLC 0.00% 6,591 $243K
22 Wellington Grp LLC 0.00% 347 $12K
23 Qrg Capital Management, INC. 0.00% 7,247 $255K
24 Kestra Advisory Services, LLC 0.00% 14,034 $495K
25 Commonwealth Equity Services, LLC 0.00% 17,868 $630K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 59% buying: Last quarter: 26 funds bought or added vs 18 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 — 48% AUM from top-100 funds: 9 of 42 holders are among the 100 largest funds by AUM, controlling 48% 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 — 31% entered in last year: Only 9 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 (APIE) following the 2026 Q1 hedge fund 13F filings?

As of today, APIE has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), APIE has gained +9.0% vs +13.9% 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.

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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