APUE Hedge Fund Ownership (Q2 2026)

Trust for Professional Manag (APUE)

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

Smart Money Signals — APUE

Based on 61 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 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

61 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 — +33% more funds vs a year ago

fund count last 6Q

+15 new funds entered over the past year (+33% 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 — 59% buying

34 buying24 selling

Last quarter: 34 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 — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 15 → 5 → 10 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 34% new

■ 30% conviction (2yr+) ■ 36% medium ■ 34% new

Of the 61 current holders: 18 (30%) held >2 years, 22 held 1–2 years, and 21 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.

💰

Value +18% but shares only +3% — price-driven

Value

+18%

+2%

Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

10 → 15 → 5 → 10 → 15 new funds/Q

New funds entering each quarter: 15 → 5 → 10 → 15. A growing number of institutions are discovering APUE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 21% veterans, 48% new entrants

■ 21% veterans ■ 31% 1-2yr ■ 48% new

Of 61 current holders: 13 (21%) held 2+ years, 19 held 1–2 years, 29 (48%) 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

9 of 61 holders are among the 100 largest funds by AUM, controlling 49% 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.

4.2

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	61	52	17.31%
13F Shares	59M	57M	2.91%
Total Value	$2.70B	$2.29B	17.98%
New Positions	15	10	+5
Increased Positions	19	20	-1
Closed Positions	6	8	-2
Reduced Positions	18	16	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

17.31%

13F Shares

59M

57M

2.91%

Total Value

$2.70B

$2.29B

17.98%

New Positions

Increased Positions

-1

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

61 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 APUE holders by conviction (% of portfolio weight) — 2026 Q2 · 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.	5.48%	24,743,201	$1.14B
3	Capital Asset Managemnet, LLC	1.46%	14,064	$650K
4	B. Riley Wealth Advisors, Inc.	1.26%	510,969	$23.4M
5	Principal Securities, INC.	0.83%	1,483,929	$68.6M
6	Financial Sense Advisors, Inc.	0.33%	36,205	$1.7M
7	Envestnet Asset Management Inc	0.29%	26,302,868	$1.22B
8	Spire Wealth Management	0.27%	190,401	$8.8M
9	Founders Financial Alliance, LLC	0.23%	37,229	$1.7M
10	Fsa Wealth Partners, INC.	0.20%	17,114	$791K
11	Flagstar Securities, Inc	0.14%	10,058	$465K
12	Pioneer Family Office, LLC	0.10%	4,045	$187K
13	Mml Investors Services, LLC	0.09%	921,857	$42.6M
14	&Partners	0.08%	440,357	$20.6M
15	Pinnacle Bancorp, Inc.	0.07%	6,001	$277K
16	World Investment Advisors	0.06%	89,234	$3.8M
17	Absolute Capital Management, LLC	0.06%	5,252	$243K
18	Farther Finance Advisors, LLC	0.04%	115,006	$5.3M
19	Spinnaker Investment Group, LLC	0.04%	4,865	$225K
20	Sigma Planning Corp	0.03%	22,118	$1.0M
21	Courier Capital LLC	0.02%	10,666	$493K
22	Osaic Holdings, INC.	0.02%	404,246	$18.7M
23	LPL Financial LLC	0.02%	2,063,015	$95.3M
24	Wellington Grp LLC	0.02%	1,675	$67K
25	Cetera Investment Advisers	0.02%	485,560	$22.4M

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 59% buying: Last quarter: 34 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 — 49% AUM from top-100 funds: 9 of 61 holders are among the 100 largest funds by AUM, controlling 49% 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?

Mixed — 30% long-term, 34% new: Of the 61 current holders: 18 (30%) held >2 years, 22 held 1–2 years, and 21 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.

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Trust for Professional Manag (APUE)

Smart Money Signals — APUE

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~15 new funds per quarter

Mixed — 30% long-term, 34% new

Value +18% but shares only +3% — price-driven

Growing discovery — still being found

Mixed cohorts — 21% veterans, 48% new entrants

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — APUE

Hedge Fund Ownership: APUE

Market Analysis: APUE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: APUE

Hedge Fund Positioning: APUE

Statistics: APUE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Trust for Professional Manag (APUE)

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