Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TRUST FOR PROFESSIONAL MANAG (APUE)

49 + Investors. Track Smart Money conviction in APUE. 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
49%

Smart Money Signals — APUE

Based on 49 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their APUE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
49 hedge funds hold APUE 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 — +20% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

25 buying26 selling
Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 14 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 41% entered in last year

■ 18% conviction (2yr+) ■ 41% medium ■ 41% new
Only 9 funds (18%) 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 — ~5 new funds/quarter

15 → 7 → 10 → 14 → 5 new funds/Q
New funds entering each quarter: 7 → 10 → 14 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 16% veterans ■ 27% 1-2yr ■ 57% new
Of 49 current holders: 28 (57%) entered in the past year, only 8 (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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
8 of 49 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in APUE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: APUE

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

Market Analysis: APUE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APUE

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

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: APUE
2026 Q1 Stats Unlock in 19 days 49 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 49 50 -2.0%
13F Shares 56M 54M 3.67%
Total Value $2.33B $2.20B 5.85%
New Positions 5 14 -9
Increased Positions 20 22 -2
Closed Positions 6 9 -3
Reduced Positions 20 11 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APUE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

49 + investors

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

Top 20 institutional holders of APUE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Envestnet Portfolio Solutions, Inc. 5.53% 24,916,499 $998.7M
2 B. Riley Wealth Advisors, Inc. 1.06% 430,240 $16.7M
3 Capital Asset Managemnet, LLC 0.69% 14,896 $621K
4 FSA WEALTH PARTNERS, INC. 0.24% 12,575 $504K
5 Spire Wealth Management 0.23% 167,768 $6.7M
6 FLAGSTAR ADVISORS INC 0.15% 10,058 $403K
7 WEDBUSH SECURITIES INC 0.11% 91,223 $4K
8 World Investment Advisors 0.06% 92,599 $3.7M
9 Pinnacle Bancorp, Inc. 0.05% 4,368 $175K
10 Farther Finance Advisors, LLC 0.05% 121,488 $4.9M
11 COURIER CAPITAL LLC 0.02% 10,666 $427K
12 Investors Research Corp 0.01% 864 $35K
13 QRG CAPITAL MANAGEMENT, INC. 0.01% 15,123 $606K
14 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% 6,215 $249K
15 Cambridge Investment Research Advisors, Inc. 0.00% 39,906 $2K
16 Merit Financial Group, LLC 0.00% 13,438 $539K
17 Kestra Advisory Services, LLC 0.00% 21,507 $862K
18 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 24,246 $972K
19 IFP Advisors, Inc 0.00% 667 $27K
20 Ascentis Independent Advisors 0.00% 147 $6K
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 (APUE)

What does the Smart Money Trend signal show for APUE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their APUE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for APUE?

More sellers than buyers — 49% buying: Last quarter: 26 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for APUE holders?

Elite ownership — 44% AUM from top-100 funds: 8 of 49 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in APUE. 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 APUE?

Mostly new holders — 41% entered in last year: Only 9 funds (18%) 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.