Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (APMU)

24 + 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
↑ +2
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — APMU

Based on 24 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
24 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 — +14% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

15 buying7 selling
Last quarter: 15 funds were net buyers (4 opened a brand new position + 11 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

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

Mixed — 38% long-term, 25% new

■ 38% conviction (2yr+) ■ 38% medium ■ 25% new
Of the 24 current holders: 9 (38%) held >2 years, 9 held 1–2 years, and 6 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~4 new funds/quarter

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

Mixed cohorts — 33% veterans, 25% new entrants

■ 33% veterans ■ 42% 1-2yr ■ 25% new
Of 24 current holders: 8 (33%) held 2+ years, 10 held 1–2 years, 6 (25%) 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
6 of 24 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.
3.7
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 — APMU

In 2026 Q2, 15 hedge funds were net buyers of APMU (4 opened a new position, 11 added to an existing one), while 7 reduced or exited (5 trimmed, 2 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in APMU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 24.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: APMU
24 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 24 22 9.09%
13F Shares 11M 10M 8.49%
Total Value $262M $239M 9.23%
New Positions 4 4 -
Increased Positions 11 9 +2
Closed Positions 2 3 -1
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APMU

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Financial Highlights

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Institutional Holders (2026 Q2)

24 + 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 23 APMU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envestnet Portfolio Solutions, Inc. 0.39% 3,210,089 $80.4M
2 Resolute Wealth Advisor, INC. 0.18% 12,517 $312K
3 Principal Securities, INC. 0.14% 468,687 $11.7M
4 B. Riley Wealth Advisors, Inc. 0.13% 97,585 $2.4M
5 Financial Sense Advisors, Inc. 0.06% 11,171 $280K
6 Founders Financial Alliance, LLC 0.05% 15,466 $387K
7 Envestnet Asset Management Inc 0.03% 5,478,699 $137.2M
8 &Partners 0.02% 185,158 $4.6M
9 Mml Investors Services, LLC 0.01% 242,342 $6.1M
10 Spire Wealth Management 0.01% 6,777 $170K
11 Cetera Investment Advisers 0.00% 145,249 $3.6M
12 LPL Financial LLC 0.00% 430,092 $10.8M
13 Crews Bank & Trust 0.00% 410 $10K
14 Allworth Financial LP 0.00% 11,236 $281K
15 Farther Finance Advisors, LLC 0.00% 5,325 $133K
16 Principal Financial Group Inc 0.00% 45,560 $1.1M
17 Commonwealth Equity Services, LLC 0.00% 12,319 $309K
18 Osaic Holdings, INC. 0.00% 9,444 $237K
19 Jane Street Group, LLC 0.00% 49,518 $1.2M
20 PNC Financial Services Group, INC. 0.00% 2,910 $73K
21 Assetmark, Inc 0.00% 132 $3K
22 UBS Group AG 0.00% 44 $1K
23 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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 68% buying: Last quarter: 15 funds were net buyers (4 opened a brand new position + 11 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for APMU holders?

Elite ownership — 57% AUM from top-100 funds: 6 of 24 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?

Mixed — 38% long-term, 25% new: Of the 24 current holders: 9 (38%) held >2 years, 9 held 1–2 years, and 6 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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