TRUST FOR PROFESSIONAL MANAGERS - CLSE

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$224.8M

QoQ value delta ($000)

+$71.2M (+46.36%)

Implied price effect (QoQ)

+3.3%

Total shares

7,952,759

QoQ shares delta

+2,339,906 (+41.69%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 75 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

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%
Global Retirement Partners, LLC	3,328	121,799	0.06%
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%