TRUST FOR PROFESSIONAL MANAGERS - CLSE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 705,459 | 19,280 | 0.91% | 0.76% | 1 | +30,205 | 4.47% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 696,058 | 19,023 | 0.01% | 0.0% | 2 | +86,762 | 14.24% | Q4 2025 | Feb 11, 2026 |
| Riverwater Partners LLC | History | Reduced | 515,745 | 14,095 | 5.46% | 5.6% | 3 | -2,502 | -0.48% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 351,785 | 9,614 | 0.02% | 0.0% | 4 | +271,528 | 338.32% | Q4 2025 | Feb 11, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 339,478 | 9,277 | 6.61% | 6.42% | 5 | +930 | 0.27% | Q4 2025 | Jan 14, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 314,529 | 8,596 | 2.45% | 1.29% | 6 | +153,513 | 95.34% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 292,322 | 8,117 | 0.01% | 0.01% | 7 | +57,173 | 24.31% | Q4 2025 | Jan 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 247,412 | 6,761 | 0.0% | 0.0% | 8 | +62,206 | 33.59% | Q4 2025 | Feb 10, 2026 |
| Sowell Financial Services LLC | History | Added to | 226,164 | 6,181 | 0.23% | 0.21% | 9 | +14,734 | 6.97% | Q4 2025 | Jan 21, 2026 |
| Tactive Advisors, LLC | History | Reduced | 222,982 | 6,094 | 1.79% | 1.71% | 10 | -8,640 | -3.73% | Q4 2025 | Jan 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 169,688 | 4,637 | 0.01% | 0.0% | 11 | +169,258 | 39362.33% | Q4 2025 | Mar 16, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 156,059 | 4,329 | 0.55% | 0.54% | 12 | -3,575 | -2.24% | Q4 2025 | Jan 14, 2026 |
| Creative Planning | History | Added to | 127,619 | 3,487 | 0.0% | 0.0% | 13 | +70 | 0.05% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 121,799 | 3,328 | 0.06% | 0.07% | 14 | +2,832 | 2.38% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 118,460 | 3,238 | 0.03% | 0.02% | 15 | +40,678 | 52.3% | Q4 2025 | Jan 05, 2026 |
| Elyxium Wealth, LLC | History | Added to | 109,947 | 3,004 | 0.83% | 0.95% | 16 | +5,512 | 5.28% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 93,506 | 2,555 | 0.0% | 0.0% | 17 | +175 | 0.19% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 84,969 | 2,322 | 0.15% | 0.15% | 18 | +324 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 52,622 | 1,438 | 0.01% | 0.0% | 19 | +38,958 | 285.11% | Q4 2025 | Jan 29, 2026 |
| Empirical Asset Management, LLC | History | Added to | 42,445 | 1,160 | 0.33% | 0.22% | 20 | +12,382 | 41.19% | Q4 2025 | Feb 06, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 40,412 | 1,104 | 0.34% | 0.08% | 21 | +32,634 | 419.57% | Q4 2025 | Jan 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 39,139 | 1,069 | 0.01% | 0.01% | 22 | +6,596 | 20.27% | Q4 2025 | Feb 10, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 37,409 | 1,022 | 0.48% | 0.39% | 23 | +6,703 | 21.83% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 37,160 | 1,015 | 0.02% | 0.02% | 24 | +2,500 | 7.21% | Q4 2025 | Feb 09, 2026 |
| Operose Advisors LLC | History | No change | 36,725 | 1,003 | 0.23% | 0.24% | 25 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WCG Wealth Advisors LLC | History | New | 34,022 | 929 | 0.03% | — | 26 | +34,022 | New | Q4 2025 | Feb 10, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 33,155 | 906 | 0.64% | 0.39% | 27 | +13,156 | 65.78% | Q4 2025 | Jan 27, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 32,379 | 884 | 0.1% | 0.12% | 28 | -6,456 | -16.62% | Q4 2025 | Jan 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 31,570 | 862 | 0.01% | 0.0% | 29 | +21,304 | 207.52% | Q4 2025 | Feb 17, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 25,011 | 683 | 0.08% | — | 30 | +25,011 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | New | 24,679 | 674 | 0.01% | — | 31 | +24,679 | New | Q4 2025 | Feb 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 22,690 | 620 | 0.06% | 0.04% | 32 | +6,376 | 39.08% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | New | 21,579 | 589 | 0.0% | — | 33 | +21,579 | New | Q4 2025 | Feb 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 18,259 | 499 | 0.08% | 0.11% | 34 | -4,589 | -20.08% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 18,176 | 496 | 0.0% | 0.0% | 35 | +10,078 | 124.45% | Q4 2025 | Feb 13, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 17,608 | 481 | 0.45% | 0.22% | 36 | +8,785 | 99.57% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,125 | 468 | 0.01% | 0.01% | 37 | +703 | 4.28% | Q4 2025 | Jan 22, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 14,385 | 393 | 0.13% | 0.1% | 38 | +3,752 | 35.29% | Q4 2025 | Jan 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,690 | 319 | 0.02% | 0.02% | 39 | +535 | 4.8% | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 11,230 | 306 | 0.01% | 0.01% | 40 | -3,675 | -24.66% | Q4 2025 | Jan 30, 2026 |
| Belpointe Asset Management LLC | History | New | 11,005 | 300 | 0.01% | — | 42 | +11,005 | New | Q4 2025 | Jan 27, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,990 | 300 | 0.01% | 0.01% | 41 | +815 | 8.01% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 10,691 | 292 | 0.02% | 0.04% | 43 | -9,300 | -46.52% | Q4 2025 | Jan 16, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 10,627 | 290 | 0.02% | — | 44 | +10,627 | New | Q4 2025 | Feb 18, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 9,870 | 269 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Able Wealth Management LLC | History | Added to | 9,319 | 254 | 0.08% | 0.08% | 46 | +1,365 | 17.16% | Q4 2025 | Jan 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | New | 9,001 | 246 | 0.0% | — | 47 | +9,001 | New | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 8,716 | 238 | 0.0% | 0.0% | 48 | -1 | -0.01% | Q4 2025 | Feb 10, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 7,688 | 213 | 0.02% | — | 49 | +7,688 | New | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 5,459 | 149 | 0.0% | — | 50 | +5,459 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 2,272 | 62 | 0.0% | — | 51 | +2,272 | New | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 950 | 25 | 0.0% | — | 52 | +950 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 622 | 16 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | No change | 588 | 16 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 500 | 13 | 0.0% | — | 55 | +500 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 332 | 9 | 0.0% | — | 56 | +332 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 355 | 9 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advisors Preferred, LLC | History | Reduced | 207 | 5 | 0.0% | 0.01% | 58 | -1,281 | -86.09% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | No change | 208 | 5 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,774 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,738 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,555 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |