Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CROSSINGBRDG PRE
-
Total 13F shares
-
536,667
-
Share change
-
-181,908
-
Total reported value
-
$10,988,751
-
Price per share
-
$21.68
-
Number of holders
-
13
-
Value change
-
-$3,931,716
-
Number of buys
-
2
-
Number of sells
-
9
Institutional Holders of TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) as of Q3 2025
As of 30 Sep 2025,
TRUST FOR PROFESSIONAL MANAG - CROSSINGBRDG PRE (SPC) was held by
13 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
536,667 shares.
The largest 10 holders included
Prepared Retirement Institute LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Balance Wealth, LLC, Westmount Partners, LLC, GREAT VALLEY ADVISOR GROUP, INC., Westbourne Investment Advisors, Inc., Compass Ion Advisors, LLC, UBS Group AG, Ellsworth Advisors, LLC, and FAS Wealth Partners, Inc..
This page lists
13
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.