# TRUST FOR PROFESSIONAL MANAG (CLSE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CLSE/

- Reporting holders: 7
- Reported value: $22.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $13.2M | 387,471 | 3.2% | 7 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $4.4M | 130,774 | 2.7% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.0M | 58,918 | 0.0% | 2 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $1.2M | 36,332 | 0.5% | 2 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $700.0K | 20,584 | 0.2% | 5 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $637.3K | 18,607 | 0.2% | 2 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $389.3K | 11,448 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $22.6M |
| Q2 2026 | 116 | $465.3M |
| Q1 2026 | 75 | $221.5M |
| Q4 2025 | 61 | $153.6M |
| Q3 2025 | 53 | $117.5M |
| Q2 2025 | 43 | $97.9M |
| Q1 2025 | 43 | $79.1M |
| Q4 2024 | 45 | $142.2M |
| Q3 2024 | 31 | $107.2M |
| Q2 2024 | 21 | $96.1M |
| Q1 2024 | 14 | $36.2M |
| Q4 2023 | 8 | $21.6M |