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Trust For Professional Man shares owned by Wellington Grp

Quarter-by-quarter ownership of Trust For Professional Man (APUE) shares owned by Wellington Grp from 13F filings

Historical chart of Wellington Grp investment in Trust For Professional Man

Tip: Access up to 7 years of quarterly data

All positions including Trust For Professional Man held by Wellington Grp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Trust For Professional Man by Wellington Grp

Quarter filed Position value Share count Share price at filing
2026-03-31 $67k 1.7k 40.08
2025-12-31 $29k 697 41.67

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Top funds holding Trust For Professional Man

Envestnet Asset Management
Envestnet Portfolio Solutions
LPL Financial
Principal Securities
Mml Investors Services
Advisor Group Holdings
National Asset Management
Wiley Bros.-aintree Capital
Cetera Investment Advisers
Resolute Wealth Advisor
Spire Wealth Management
Farther Finance Advisors
Pensionmark Financial Group
Wedbush Morgan Securities
Cambridge Investment Research Advisors

View all funds holding Trust For Professional Man