CUSD

TRUST FOR PROFESSIONAL MANAG

Institutional Ownership · Q4 2025

Filing: Q4 2025

TRUST FOR PROFESSIONAL MANAG (CUSD) is held by 151 institutional investors with combined holdings of $4.7B. Major holders include Envestnet Portfolio Solut, ENVESTNET ASSET MANAGEMEN, LPL Financial LLC.

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Institutional Holders

151

Total Value

$4.7B

Ownership %

—

🏦 Top Institutional Holders

Envestnet Portfolio Solutions, Inc.

59.7M shares

$2.2B

ENVESTNET ASSET MANAGEMENT INC

PRINCIPAL SECURITIES, INC.

3.0M shares

$107.0M

MML INVESTORS SERVICES, LLC

1.7M shares

$63.1M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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