Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (APUE)

51 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — APUE

Based on 52 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 APUE 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
52 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

30 buying24 selling
Last quarter: 30 funds bought or added vs 24 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 → 14 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 35% entered in last year

■ 21% conviction (2yr+) ■ 44% medium ■ 35% new
Only 11 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.
📊

Peak discovery — momentum slowing

7 → 10 → 14 → 5 → 10 new funds/Q
New funds entering each quarter: 10 → 14 → 5 → 10. APUE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 21% veterans, 44% new entrants

■ 21% veterans ■ 35% 1-2yr ■ 44% new
Of 52 current holders: 11 (21%) held 2+ years, 18 held 1–2 years, 23 (44%) 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
10 of 52 holders are among the 100 largest funds by AUM, controlling 48% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — APUE

In 2026 Q1, 30 hedge funds were net buyers of APUE (10 opened a new position, 20 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 48% of total institutional value in APUE 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: 52.

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

-- --

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

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

Signal Freshness measures how much APUE 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 · 85d ago
APUE
+13.0%
SPY
+14.9%

APUE outperformed SPY by -1.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
APUE
+0.3%
SPY
+1.1%

Since the filing became public, APUE outperformed SPY by -0.8% .

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
1.9
/ 10
conviction
Hedge Fund Positioning: APUE
51 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 51 50 2.0%
13F Shares 57M 56M 2.27%
Total Value $2.29B $2.33B -1.81%
New Positions 9 5 +4
Increased Positions 20 20 -
Closed Positions 8 6 +2
Reduced Positions 16 20 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APUE

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

Financial Highlights

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Institutional Holders (2026 Q1)

51 + investors

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

QUARTER:
Top 25 APUE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Resolute Wealth Advisor, INC. 6.19% 271,164 $10.9M
2 Envestnet Portfolio Solutions, Inc. 5.53% 24,916,499 $998.7M
3 B. Riley Wealth Advisors, Inc. 1.06% 430,240 $16.7M
4 Principal Securities, INC. 0.80% 1,368,975 $54.9M
5 Capital Asset Managemnet, LLC 0.69% 14,896 $621K
6 Financial Sense Advisors, Inc. 0.31% 37,608 $1.5M
7 Envestnet Asset Management Inc 0.27% 25,376,362 $1.02B
8 Fsa Wealth Partners, INC. 0.24% 12,575 $504K
9 Spire Wealth Management 0.23% 167,768 $6.7M
10 Flagstar Advisors Inc 0.15% 10,058 $403K
11 Pioneer Family Office, LLC 0.10% 4,045 $162K
12 Mml Investors Services, LLC 0.10% 878,324 $35.2M
13 &Partners 0.09% 448,666 $18.0M
14 Absolute Capital Management, LLC 0.07% 5,252 $210K
15 World Investment Advisors 0.06% 92,599 $3.7M
16 Pinnacle Bancorp, Inc. 0.05% 4,368 $175K
17 Farther Finance Advisors, LLC 0.05% 121,488 $4.9M
18 Sigma Planning Corp 0.02% 21,493 $861K
19 Courier Capital LLC 0.02% 10,666 $427K
20 Osaic Holdings, INC. 0.02% 402,444 $16.1M
21 LPL Financial LLC 0.02% 1,959,350 $78.5M
22 Signature Resources Capital Management, LLC 0.02% 947 $38K
23 Western Wealth Management, LLC 0.02% 10,901 $437K
24 Cetera Investment Advisers 0.01% 338,970 $13.6M
25 Diversify Wealth Management, LLC 0.01% 13,447 $587K
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?

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

Slight buying edge — 56% buying: Last quarter: 30 funds bought or added vs 24 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 APUE holders?

Elite ownership — 48% AUM from top-100 funds: 10 of 52 holders are among the 100 largest funds by AUM, controlling 48% 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 — 35% entered in last year: Only 11 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 (APUE) following the 2026 Q1 hedge fund 13F filings?

As of today, APUE has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), APUE has gained +13.0% vs +14.9% 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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