TRUST FOR PROFESSIONAL MANAGERS - CLSE
Detailed investor-level table based on 13F positions.
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 | 762,790 | 21,464 | 0.94% | 0.91% | 1 | +57,331 | 8.13% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 706,548 | 19,882 | 0.01% | 0.01% | 2 | +10,490 | 1.51% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 538,711 | 15,159 | 0.03% | 0.01% | 3 | +369,023 | 217.47% | Q1 2026 | May 14, 2026 |
| Riverwater Partners LLC | History | Added to | 524,596 | 14,762 | 4.92% | 5.46% | 4 | +8,851 | 1.72% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 438,249 | 12,332 | 0.03% | 0.02% | 5 | +86,464 | 24.58% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 422,524 | 11,889 | 0.0% | 0.0% | 6 | +175,112 | 70.78% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 383,513 | 11,006 | 0.02% | 0.01% | 7 | +91,191 | 31.2% | Q1 2026 | Apr 08, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 387,131 | 10,893 | 3.04% | 2.45% | 8 | +72,602 | 23.08% | Q1 2026 | May 07, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 346,769 | 9,758 | 6.88% | 6.61% | 9 | +7,291 | 2.15% | Q1 2026 | Apr 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 311,090 | 8,754 | 0.01% | 0.0% | 10 | +289,511 | 1341.63% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 279,950 | 7,877 | 0.01% | — | 11 | +279,950 | New | Q1 2026 | Apr 27, 2026 |
| Tactive Advisors, LLC | History | Added to | 257,109 | 7,235 | 2.04% | 1.79% | 12 | +34,127 | 15.3% | Q1 2026 | Apr 16, 2026 |
| Sowell Financial Services LLC | History | Added to | 230,722 | 6,492 | 0.24% | 0.23% | 13 | +4,558 | 2.02% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 191,637 | 5,758 | 0.32% | — | 14 | +191,637 | New | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 170,232 | 4,790 | 0.03% | 0.01% | 15 | +117,610 | 223.5% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 166,019 | 4,672 | 0.04% | 0.03% | 16 | +47,559 | 40.15% | Q1 2026 | Apr 07, 2026 |
| Brookwood Investment Group LLC | History | New | 158,489 | 4,459 | 0.55% | — | 17 | +158,489 | New | Q1 2026 | May 04, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 133,134 | 4,000 | 0.48% | 0.55% | 18 | -22,925 | -14.69% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | No change | 127,619 | 3,591 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 121,799 | 3,328 | 0.06% | 0.06% | 20 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Reduced | 92,800 | 2,611 | 0.0% | 0.0% | 21 | -706 | -0.76% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 89,682 | 2,523 | 0.81% | 0.83% | 22 | -20,265 | -18.43% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 82,045 | 2,308 | 0.15% | 0.15% | 23 | -2,924 | -3.44% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 55,413 | 1,559 | 0.01% | — | 24 | +55,413 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 56,279 | 1,538 | 0.01% | 0.01% | 25 | +24,709 | 78.27% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | New | 53,285 | 1,499 | 0.0% | — | 26 | +53,285 | New | Q1 2026 | May 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 51,834 | 1,458 | 0.46% | 0.34% | 27 | +11,422 | 28.26% | Q1 2026 | Apr 16, 2026 |
| Denver PWM, LLC | History | New | 42,939 | 1,417 | 0.49% | — | 28 | +42,939 | New | Q1 2026 | May 12, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 50,002 | 1,407 | 0.16% | 0.08% | 29 | +24,991 | 99.92% | Q1 2026 | May 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 45,697 | 1,285 | 0.14% | — | 30 | +45,697 | New | Q1 2026 | Apr 15, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 44,854 | 1,262 | 0.04% | 0.03% | 31 | +10,832 | 31.84% | Q1 2026 | May 12, 2026 |
| Empirical Asset Management, LLC | History | Added to | 44,516 | 1,252 | 0.33% | 0.33% | 32 | +2,071 | 4.88% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 44,198 | 1,243 | 0.02% | 0.01% | 33 | +5,059 | 12.93% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 39,135 | 1,101 | 0.05% | 0.01% | 34 | +28,145 | 256.1% | Q1 2026 | May 12, 2026 |
| Cannon Wealth Management Services, LLC | History | Added to | 38,322 | 1,078 | 0.73% | 0.64% | 35 | +5,167 | 15.58% | Q1 2026 | May 05, 2026 |
| Fiscal Wisdom Wealth Management, LLC | History | Added to | 38,049 | 1,070 | 1.03% | 0.45% | 36 | +20,441 | 116.09% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 37,285 | 1,049 | 0.0% | — | 37 | +37,285 | New | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | No change | 36,725 | 1,033 | 0.24% | 0.23% | 38 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 33,276 | 936 | 0.11% | 0.1% | 39 | +897 | 2.77% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 29,197 | 933 | 0.12% | — | 40 | +29,197 | New | Q1 2026 | May 06, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 25,880 | 728 | 0.07% | 0.06% | 41 | +3,190 | 14.06% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 20,401 | 574 | 0.01% | 0.0% | 42 | +11,400 | 126.65% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Reduced | 19,999 | 562 | 0.01% | 0.01% | 43 | -4,680 | -18.96% | Q1 2026 | May 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 19,620 | 552 | 0.08% | 0.08% | 44 | +1,361 | 7.45% | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | New | 18,830 | 529 | 0.09% | — | 45 | +18,830 | New | Q1 2026 | Apr 29, 2026 |
| Guilbault Capital LLC | History | New | 17,264 | 485 | 0.53% | — | 46 | +17,264 | New | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 17,135 | 482 | 0.01% | 0.01% | 47 | +10 | 0.06% | Q1 2026 | Apr 22, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 14,863 | 418 | 0.14% | 0.13% | 48 | +478 | 3.32% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,297 | 346 | 0.0% | — | 49 | +12,297 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,235 | 344 | 0.02% | 0.02% | 50 | +545 | 4.66% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,520 | 324 | 0.0% | 0.0% | 51 | +2,804 | 32.17% | Q1 2026 | May 05, 2026 |
| Sloy Dahl & Holst, LLC | History | No change | 9,870 | 277 | 0.04% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Able Wealth Management LLC | History | Reduced | 9,299 | 261 | 0.07% | 0.08% | 53 | -20 | -0.21% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 8,776 | 247 | 0.0% | — | 54 | +8,776 | New | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | Reduced | 8,420 | 236 | 0.01% | 0.01% | 55 | -2,810 | -25.02% | Q1 2026 | May 04, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 8,309 | 233 | 0.02% | 0.02% | 56 | +621 | 8.08% | Q1 2026 | Apr 15, 2026 |
| Commerce Advisors, LLC | History | New | 8,200 | 230 | 0.19% | — | 58 | +8,200 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,202 | 230 | 0.0% | 0.0% | 57 | +7,252 | 763.37% | Q1 2026 | May 08, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 7,540 | 212 | 0.12% | 0.48% | 59 | -29,869 | -79.84% | Q1 2026 | May 04, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 7,211 | 202 | 0.01% | 0.02% | 60 | -3,416 | -32.14% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 5,459 | 153 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 4,590 | 129 | 0.0% | — | 62 | +4,590 | New | Q1 2026 | May 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,436 | 68 | 0.0% | 0.0% | 63 | +164 | 7.22% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 2,180 | 61 | 0.0% | — | 64 | +2,180 | New | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,697 | 47 | 0.0% | — | 65 | +1,697 | New | Q1 2026 | May 07, 2026 |
| Advisors Preferred, LLC | History | Added to | 1,581 | 44 | 0.01% | 0.0% | 66 | +1,374 | 663.77% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,555 | 43 | 0.0% | 0.0% | 67 | +1,223 | 368.37% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | New | 700 | 19 | 0.0% | — | 68 | +700 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 622 | 17 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | New | 523 | 14 | 0.0% | — | 70 | +523 | New | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 250 | 7 | 0.0% | 0.02% | 72 | -36,910 | -99.33% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | New | 229 | 6 | 0.0% | — | 73 | +229 | New | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | No change | 208 | 5 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 120 | 3 | 0.0% | 0.0% | 75 | -468 | -79.59% | Q1 2026 | May 13, 2026 |
| Davidson Capital Management Inc. | History | New | 71 | 1 | 0.0% | — | 76 | +71 | New | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,176 | -100.0% | Q1 2026 | May 04, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,005 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,691 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -355 | -100.0% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |