Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Trust for Professional Managers - CrossingBridge Pre-Merger SPAC ETF include AE Wealth Management LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 88,269 | 16.38 | 1,892 | 19.01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 177 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56 | 1 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 70,516 | 214.30 | 1,511 | 221.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 53,829 | 66.70 | 1,154 | 70.46 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 9,479 | 203 | ||||||
| 2025-08-13 | 13F | Crossingbridge Advisors, LLC | 49,416 | 196.51 | 1,059 | 206.67 |
