Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (APIE)

45 + Investors. Track Smart Money conviction in APIE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — APIE

Based on 45 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 APIE 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
45 hedge funds hold APIE 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 — +5% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 66% buying

29 buying15 selling
Last quarter: 29 funds were net buyers (9 opened a brand new position + 20 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 10 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 40% new

■ 27% conviction (2yr+) ■ 33% medium ■ 40% new
Of the 45 current holders: 12 (27%) held >2 years, 15 held 1–2 years, and 18 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 — ~9 new funds/quarter

10 → 5 → 6 → 10 → 9 new funds/Q
New funds entering each quarter: 5 → 6 → 10 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 22% veterans, 42% new entrants

■ 22% veterans ■ 36% 1-2yr ■ 42% new
Of 45 current holders: 10 (22%) held 2+ years, 16 held 1–2 years, 19 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
6 of 45 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in APIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — APIE

In 2026 Q2, 29 hedge funds were net buyers of APIE (9 opened a new position, 20 added to an existing one), while 15 reduced or exited (9 trimmed, 6 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 49% of total institutional value in APIE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 45.

Hedge Fund Ownership: APIE

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

Market Analysis: APIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: APIE

-- --

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 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: APIE
45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 42 7.14%
13F Shares 29M 28M 3.96%
Total Value $1.13B $995M 13.78%
New Positions 9 10 -1
Increased Positions 20 16 +4
Closed Positions 6 7 -1
Reduced Positions 9 11 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: APIE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:
Top 25 APIE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Resolute Wealth Advisor, INC. 2.65% 132,128 $4.7M
2 Envestnet Portfolio Solutions, Inc. 2.26% 12,154,559 $471.1M
3 B. Riley Wealth Advisors, Inc. 0.52% 252,940 $9.7M
4 Principal Securities, INC. 0.35% 756,249 $29.3M
5 Financial Sense Advisors, Inc. 0.14% 18,029 $699K
6 Envestnet Asset Management Inc 0.12% 13,231,884 $512.9M
7 Spire Wealth Management 0.11% 94,332 $3.7M
8 Founders Financial Alliance, LLC 0.09% 18,349 $711K
9 Fsa Wealth Partners, INC. 0.08% 8,482 $329K
10 Pioneer Family Office, LLC 0.04% 1,896 $73K
11 Mml Investors Services, LLC 0.04% 474,951 $18.4M
12 &Partners 0.04% 231,306 $9.1M
13 Pinnacle Bancorp, Inc. 0.03% 3,066 $119K
14 World Investment Advisors 0.03% 44,843 $1.6M
15 Farther Finance Advisors, LLC 0.02% 53,283 $2.1M
16 Sigma Planning Corp 0.01% 12,157 $471K
17 Osaic Holdings, INC. 0.01% 214,856 $8.3M
18 LPL Financial LLC 0.01% 1,060,478 $41.1M
19 Wellington Grp LLC 0.01% 821 $29K
20 Cetera Investment Advisers 0.01% 247,724 $9.6M
21 Signature Resources Capital Management, LLC 0.01% 464 $18K
22 Diversify Wealth Management, LLC 0.01% 10,478 $402K
23 Diversify Advisory Services, LLC 0.01% 10,478 $402K
24 Harbor Investment Advisory, LLC 0.00% 1,624 $63K
25 Golden State Wealth Management, LLC 0.00% 658 $26K
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 (APIE)

What does the Smart Money Trend signal show for APIE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added APIE 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 APIE?

More buyers than sellers — 66% buying: Last quarter: 29 funds were net buyers (9 opened a brand new position + 20 added to an existing one). Only 15 were sellers (9 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for APIE holders?

Elite ownership — 49% AUM from top-100 funds: 6 of 45 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in APIE. 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 APIE?

Mixed — 27% long-term, 40% new: Of the 45 current holders: 12 (27%) held >2 years, 15 held 1–2 years, and 18 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.

Full history →