Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (APMU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — APMU

Based on 22 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added APMU 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 (96% of max)

96% of all-time peak
22 hedge funds hold APMU 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 — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

13 buying10 selling
Last quarter: 13 funds bought or added vs 10 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 23% entered in last year

■ 23% conviction (2yr+) ■ 55% medium ■ 23% new
Only 5 funds (23%) 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 — ~4 new funds/quarter

3 → 2 → 5 → 2 → 4 new funds/Q
New funds entering each quarter: 2 → 5 → 2 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 32% veterans, 27% new entrants

■ 32% veterans ■ 41% 1-2yr ■ 27% new
Of 22 current holders: 7 (32%) held 2+ years, 9 held 1–2 years, 6 (27%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
7 of 22 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in APMU. 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.

Institutional Sentiment Summary — APMU

In 2026 Q1, 13 hedge funds were net buyers of APMU (4 opened a new position, 9 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 57% of total institutional value in APMU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 22.

Hedge Fund Ownership: APMU

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

Market Analysis: APMU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APMU

-- --

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

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

Signal Freshness measures how much APMU has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 23d ago
APMU
-1.4%
SPY
-0.2%

APMU outperformed SPY by -1.2% since June 30, 2026.

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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: APMU
2026 Q2 Stats Unlock in 27 days 22 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 22 21 4.76%
13F Shares 10M 9M 9.44%
Total Value $239M $225M 6.4%
New Positions 4 2 +2
Increased Positions 9 11 -2
Closed Positions 3 4 -1
Reduced Positions 7 6 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APMU

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

22 + investors

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

QUARTER:
Top 21 APMU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envestnet Portfolio Solutions, Inc. 0.43% 3,089,868 $76.9M
2 Resolute Wealth Advisor, INC. 0.18% 12,517 $312K
3 Principal Securities, INC. 0.15% 411,841 $10.3M
4 B. Riley Wealth Advisors, Inc. 0.15% 93,857 $2.3M
5 Financial Sense Advisors, Inc. 0.06% 11,353 $283K
6 Envestnet Asset Management Inc 0.03% 5,013,814 $124.8M
7 &Partners 0.02% 165,646 $4.1M
8 Mml Investors Services, LLC 0.01% 182,239 $4.5M
9 Spire Wealth Management 0.01% 6,379 $159K
10 LPL Financial LLC 0.00% 452,184 $11.3M
11 Sound Income Strategies, LLC 0.00% 1,993 $50K
12 Cetera Investment Advisers 0.00% 80,366 $2.0M
13 Farther Finance Advisors, LLC 0.00% 5,325 $132K
14 Allworth Financial LP 0.00% 11,236 $280K
15 Principal Financial Group Inc 0.00% 42,994 $1.1M
16 Commonwealth Equity Services, LLC 0.00% 13,750 $342K
17 Osaic Holdings, INC. 0.00% 8,839 $220K
18 PNC Financial Services Group, INC. 0.00% 3,637 $91K
19 Susquehanna International Group, LLP 0.00% 11,477 $286K
20 UBS Group AG 0.00% 313 $8K
21 Morgan Stanley 0.00% 1 —
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 (APMU)

What does the Smart Money Trend signal show for APMU?

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

Slight buying edge — 57% buying: Last quarter: 13 funds bought or added vs 10 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 APMU holders?

Elite ownership — 57% AUM from top-100 funds: 7 of 22 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in APMU. 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 APMU?

Mostly new holders — 23% entered in last year: Only 5 funds (23%) 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 (APMU) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), APMU has gained -1.4% vs -0.2% 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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