APIE · Insider trading · 13F holders · Congress trades
Trust for Professional Manag (APIE)
Who is buying and selling APIE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
APIE at a glance
- No open-market insider purchases or sales of APIE were filed in the last 90 days.
- 3 13F filers hold APIE among their 50 largest positions, worth $486.8M combined. The biggest bets by portfolio weight are Resolute Wealth Advisor, Inc. (2.7%), Envestnet Portfolio Solutions, Inc. (2.3%) and B. Riley Wealth Advisors, Inc. (0.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in APIE.
APIE insider trading
No open-market insider purchases or sales of APIE were filed in the last 90 days.
Who owns APIE? Hedge funds and superinvestors
3 13F filers hold APIE among their 50 largest positions, worth $486.8M combined. The biggest bets by portfolio weight are Resolute Wealth Advisor, Inc. (2.7%), Envestnet Portfolio Solutions, Inc. (2.3%) and B. Riley Wealth Advisors, Inc. (0.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc.Wealth manager | 2.3% | $471.1M | 12,154,559 | +0.1% shares | Q2 2026 |
| B. Riley Wealth Advisors, Inc.Wealth manager | 0.4% | $11.1M | 287,611 | +13.7% shares | Q3 2026 |
| Resolute Wealth Advisor, Inc.Wealth manager | 2.7% | $4.7M | 132,128 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 1, Q2 2026: 2). Screen APIE in the grand portfolio →
APIE stock trades by members of Congress
No member of Congress has disclosed a trade in APIE.
APIE questions and answers
Are insiders buying APIE stock?
No open-market insider purchases or sales of APIE were filed in the last 90 days.
Which hedge funds own APIE?
3 13F filers hold APIE among their 50 largest positions, worth $486.8M combined. The biggest bets by portfolio weight are Resolute Wealth Advisor, Inc. (2.7%), Envestnet Portfolio Solutions, Inc. (2.3%) and B. Riley Wealth Advisors, Inc. (0.4%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded APIE?
No member of Congress has disclosed a trade in APIE.
Who is the largest holder of APIE?
Among 13F filers, Envestnet Portfolio Solutions, Inc. reports the largest APIE position, $471.1M (12,154,559 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Resolute Wealth Advisor, Inc.'s: 2.7% of its portfolio.
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