TRUST FOR PROFESSIONAL MANAGERS - CLSE

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$221.3M
QoQ value delta ($000)
+$67.73M (+44.1%)
Implied price effect (QoQ)
+3.35%
Shares
Total shares
7,825,869
QoQ shares delta
+2,213,016 (+39.43%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 115 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
FLAGSHIP HARBOR ADVISORS, LLC 21,464 762,790 0.94%
LPL Financial LLC 19,882 706,548 0.01%
Rockefeller Capital Management L.P. 15,159 538,711 0.03%
Riverwater Partners LLC 14,762 524,596 4.92%
Janney Montgomery Scott LLC 12,332 438,249 0.03%
ENVESTNET ASSET MANAGEMENT INC 11,889 422,524 0.0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,006 383,513 0.02%
LIBERTY SQUARE WEALTH PARTNERS LLC 10,893 387,131 3.04%
COTTONWOOD CAPITAL ADVISORS, LLC 9,758 346,769 6.88%
HighTower Advisors, LLC 8,754 311,090 0.01%
COMMONWEALTH EQUITY SERVICES, LLC 7,877 279,950 0.01%
Tactive Advisors, LLC 7,235 257,109 2.04%
Sowell Financial Services LLC 6,492 230,722 0.24%
FOUNDERS FINANCIAL SECURITIES LLC 5,758 191,637 0.32%
Sanctuary Advisors, LLC 4,790 170,232 0.03%
PARK AVENUE SECURITIES LLC 4,672 166,019 0.04%
Brookwood Investment Group LLC 4,459 158,489 0.55%
Accurate Wealth Management, LLC 4,000 133,134 0.48%
Creative Planning 3,591 127,619 0.0%
Mariner, LLC 2,611 92,800 0.0%
Elyxium Wealth, LLC 2,523 89,682 0.81%
FIFTH THIRD SECURITIES, INC. 2,308 82,045 0.15%
Integrated Wealth Concepts LLC 1,559 55,413 0.01%
Equitable Holdings, Inc. 1,538 56,279 0.01%
STIFEL FINANCIAL CORP 1,499 53,285 0.0%