TRUST FOR PROFESSIONAL MANAG (CLSE)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
112
Reporting holders
$394.4M
Reported value
0.0%
Held as options
+40
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $45.5M | 1,333,802 | 0.01% | 17q | +88.8%+$21.4M |
| ENVESTNET ASSET MANAGEMENT INC | $30.8M | 903,081 | 0.01% | 7q | +113.7%+$16.4M |
| Rockefeller Capital Management L.P. | $30.3M | 889,014 | 0.05% | 4q | +65.0%+$12.0M |
| FLAGSHIP HARBOR ADVISORS, LLC | $28.2M | 825,375 | 1.08% | 11q | +8.2%+$2.1M |
| Riverwater Partners LLC | $17.4M | 509,397 | 5.16% | 18q | -2.9%-$518.8K |
| LIBERTY SQUARE WEALTH PARTNERS LLC | $14.6M | 428,793 | 3.49% | 5q | +10.8%+$1.4M |
| Redhawk Wealth Advisors, Inc. | $13.0M | 382,186 | 1.29% | 2q | +736.3%+$11.5M |
| Tactive Advisors, LLC | $12.5M | 365,074 | 3.07% | 6q | +42.0%+$3.7M |
| COTTONWOOD CAPITAL ADVISORS, LLC | $12.3M | 361,235 | 7.43% | 10q | +4.2%+$493.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.5M | 337,647 | 0.02% | 5q | -12.0%-$1.6M |
| HighTower Advisors, LLC | $11.1M | 324,501 | 0.01% | 3q | +4.3%+$457.8K |
| ROYAL BANK OF CANADA | $10.4M | 303,774 | 0.00% | 7q | +19435.3%+$10.3M |
| Wealthcare Advisory Partners LLC | $8.7M | 255,919 | 0.17% | new | NEW |
| Sanctuary Advisors, LLC | $8.5M | 248,343 | 0.04% | 8q | +45.9%+$2.7M |
| IFG Advisory, LLC | $7.6M | 221,298 | 0.26% | new | NEW |
| Brookwood Investment Group LLC | $6.7M | 197,486 | 0.76% | 2q | +24.6%+$1.3M |
| Equitable Holdings, Inc. | $6.6M | 192,536 | 0.04% | 4q | +242.1%+$4.7M |
| FOUNDERS FINANCIAL SECURITIES LLC | $6.5M | 191,809 | 0.34% | 2q | HELD |
| Global Retirement Partners, LLC | $6.3M | 185,348 | 0.10% | 4q | +52.2%+$2.2M |
| Integrated Wealth Concepts LLC | $5.4M | 159,216 | 0.03% | 2q | +187.3%+$3.5M |
| Sowell Financial Services LLC | $5.3M | 154,189 | 0.17% | 4q | -33.2%-$2.6M |
| Stratos Wealth Advisors, LLC | $4.8M | 139,621 | 0.26% | new | NEW |
| Accurate Wealth Management, LLC | $4.4M | 127,376 | 0.42% | 8q | -4.3%-$196.8K |
| Creative Planning | $4.3M | 126,169 | 0.00% | 11q | -1.1%-$49.5K |
| McAdam, LLC | $4.2M | 123,024 | 0.16% | new | NEW |
| Mariner, LLC | $3.2M | 92,800 | 0.00% | 18q | HELD |
| Fifth Third Securities, Inc. | $3.0M | 88,759 | 0.17% | 5q | +8.2%+$229.2K |
| Elyxium Wealth, LLC | $3.0M | 88,590 | 0.32% | 7q | -1.2%-$37.3K |
| WCG Wealth Advisors LLC | $3.0M | 86,788 | 0.07% | 3q | +93.5%+$1.4M |
| Richmond Investment Services, LLC | $2.7M | 80,356 | 0.87% | 2q | +326.7%+$2.1M |
| NewEdge Advisors, LLC | $2.7M | 78,822 | 0.01% | new | NEW |
| STIFEL FINANCIAL CORP | $2.7M | 77,712 | 0.00% | 2q | +45.8%+$833.8K |
| GENESIS PRIVATE WEALTH, LLC | $2.3M | 68,665 | 0.66% | 4q | +32.5%+$574.5K |
| OSAIC HOLDINGS, INC. | $2.0M | 58,925 | 0.00% | 2q | +58.0%+$738.7K |
| Cerity Partners LLC | $1.9M | 57,117 | 0.00% | new | NEW |
| Guilbault Capital LLC | $1.8M | 52,756 | 1.81% | 2q | +205.6%+$1.2M |
| Cannon Wealth Management Services, LLC | $1.8M | 51,478 | 0.96% | 4q | +34.3%+$449.1K |
| Per Stirling Capital Management, LLC. | $1.7M | 50,002 | 0.16% | 3q | HELD |
| RPS ADVISORY SOLUTIONS LLC | $1.7M | 49,142 | 1.11% | 5q | +551.8%+$1.4M |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.7M | 48,722 | 0.97% | new | NEW |
| Denver PWM, LLC | $1.6M | 48,283 | 0.53% | 2q | +12.4%+$180.8K |
| Empirical Asset Management, LLC | $1.6M | 47,217 | 0.36% | 4q | +6.1%+$92.2K |
| Ausdal Financial Partners, Inc. | $1.6M | 46,164 | 0.06% | 4q | +18.0%+$239.9K |
| Fiscal Wisdom Wealth Management, LLC | $1.5M | 43,441 | 1.26% | 4q | +14.2%+$184.1K |
| MML INVESTORS SERVICES, LLC | $1.5M | 42,898 | 0.00% | new | NEW |
| Foundations Investment Advisors, LLC | $1.4M | 42,473 | 0.01% | 8q | -3.9%-$58.9K |
| Sigma Planning Corp | $1.4M | 42,453 | 0.04% | 10q | +404.2%+$1.2M |
| Worth Asset Management, LLC | $1.3M | 36,926 | 0.40% | new | NEW |
| Operose Advisors LLC | $1.3M | 36,725 | 0.24% | 6q | HELD |
| White Knight Strategic Wealth Advisors, LLC | $1.2M | 36,007 | 0.86% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.2M | 34,930 | 0.07% | new | NEW |
| Kovack Advisors, Inc. | $1.2M | 34,018 | 0.06% | new | NEW |
| Castleview Partners, LLC | $1.2M | 33,845 | 0.51% | new | NEW |
| Atria Investments, Inc | $1.2M | 33,795 | 0.01% | 3q | +69.0%+$470.9K |
| Archford Capital Strategies, LLC | $1.1M | 33,276 | 0.12% | 9q | HELD |
| Legacy Financial Advisors, Inc. | $1.1M | 32,586 | 0.14% | new | NEW |
| Cornerstone Planning Group LLC | $1.0M | 30,044 | 0.13% | 2q | +2.9%+$29.0K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $988.4K | 28,955 | 0.09% | 8q | +11.9%+$105.0K |
| Wealthcare Capital Partners, LLC | $961.3K | 28,162 | 0.40% | new | NEW |
| Arkadios Wealth Advisors | $959.9K | 28,122 | 0.01% | new | NEW |
| VIMA LLC | $881.4K | 53,771 | 0.86% | new | NEW |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $850.1K | 24,904 | 0.02% | 3q | +22.1%+$153.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $824.3K | 24,147 | 0.04% | new | NEW |
| Steward Partners Investment Advisory, LLC | $774.9K | 22,700 | 0.00% | 3q | +176.8%+$494.9K |
| ARQ WEALTH ADVISORS, LLC | $723.7K | 21,174 | 0.09% | new | NEW |
| LaSalle St. Investment Advisors, LLC | $720.4K | 21,105 | 0.09% | 6q | +7.6%+$50.7K |
| FLC Capital Advisors | $628.7K | 18,417 | 0.10% | new | NEW |
| Runnymede Capital Advisors, Inc. | $600.9K | 17,605 | 0.36% | new | NEW |
| ACT WEALTH MANAGEMENT, LLC | $585.4K | 17,151 | 0.17% | 4q | +15.4%+$78.1K |
| Apollon Wealth Management, LLC | $583.9K | 17,106 | 0.01% | 5q | HELD |
| BROWN ADVISORY INC | $582.1K | 17,054 | 0.00% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $510.7K | 14,961 | 0.01% | new | NEW |
| XY Planning Network, Inc. | $507.1K | 14,855 | 0.06% | new | NEW |
| AVAII WEALTH MANAGEMENT, LLC | $506.2K | 14,830 | 0.15% | new | NEW |
| Coastal Bridge Advisors, LLC | $496.7K | 14,551 | 0.03% | 3q | +101.8%+$250.5K |
| Regal Investment Advisors LLC | $444.4K | 13,020 | 0.02% | 4q | +6.4%+$26.8K |
| Private Advisor Group, LLC | $429.7K | 12,588 | 0.00% | new | NEW |
| OPPENHEIMER & CO INC | $404.2K | 11,840 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $386.3K | 11,317 | 0.00% | new | NEW |
| Able Wealth Management LLC | $383.1K | 11,223 | 0.09% | 4q | +20.7%+$65.7K |
| IFP Advisors, Inc | $377.0K | 11,045 | 0.01% | 2q | +2011.9%+$359.2K |
| Compound Planning, Inc. | $368.6K | 10,797 | 0.01% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $340.9K | 9,988 | 0.01% | new | NEW |
| Sloy Dahl & Holst, LLC | $336.9K | 9,870 | 0.04% | 7q | HELD |
| BENJAMIN EDWARDS INC | $314.5K | 9,213 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $295.7K | 8,663 | 0.00% | 2q | +297.4%+$221.3K |
| Verdence Capital Advisors LLC | $293.2K | 8,589 | 0.02% | new | NEW |
| Commerce Advisors, LLC | $279.9K | 8,200 | 0.15% | 2q | HELD |
| PlanVest Financial, Inc | $243.9K | 7,144 | 0.16% | new | NEW |
| Visionary Wealth Advisors | $243.8K | 7,143 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $233.3K | 6,833 | 0.00% | 5q | -40.7%-$160.0K |
| Fortitude Advisory Group L.L.C. | $232.3K | 6,806 | 0.09% | new | NEW |
| GREAT VALLEY ADVISOR GROUP, INC. | $224.7K | 6,591 | 0.00% | new | NEW |
| WEALTHCARE CAPITAL MANAGEMENT LLC | $220.7K | 6,466 | 0.02% | new | NEW |
| Western Wealth Management, LLC | $203.1K | 5,949 | 0.01% | 2q | +29.6%+$46.4K |
| PARTNERS WEALTH MANAGEMENT, LLC | $202.8K | 5,940 | 0.20% | new | NEW |
| Ethos Financial Group, LLC | $202.6K | 6,063 | 0.01% | new | NEW |
| Advisors Preferred, LLC | $140.8K | 4,234 | 0.02% | 4q | +167.8%+$88.2K |
| Allworth Financial LP | $107.9K | 3,160 | 0.00% | 10q | -42.1%-$78.5K |
| Cassaday & Co Wealth Management LLC | $57.9K | 1,697 | 0.00% | 2q | HELD |
Showing the largest 100 of 116 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 112 | $394.4M | 11,581,436 | 42 | 46 | 11 | 0.0% |
| Q1 2026 | 72 | $204.3M | 7,219,851 | 19 | 34 | 10 | 0.0% |
| Q4 2025 | 58 | $140.2M | 5,124,349 | 11 | 25 | 6 | 0.0% |
| Q3 2025 | 50 | $112.8M | 4,338,593 | 16 | 17 | 5 | 0.0% |
| Q2 2025 | 40 | $94.0M | 4,022,255 | 10 | 13 | 9 | 0.0% |
| Q1 2025 | 39 | $75.9M | 3,516,264 | 5 | 15 | 10 | 0.0% |
| Q4 2024 | 42 | $137.4M | 6,000,054 | 13 | 16 | 4 | 0.0% |
| Q3 2024 | 30 | $107.2M | 4,807,866 | 10 | 9 | 5 | 0.0% |
| Q2 2024 | 21 | $96.1M | 4,481,360 | 7 | 10 | 2 | 0.0% |
| Q1 2024 | 14 | $36.2M | 1,774,135 | 6 | 4 | 2 | 0.0% |
| Q4 2023 | 8 | $21.6M | 1,266,181 | 3 | 1 | 3 | 0.0% |
| Q3 2023 | 6 | $13.2M | 816,399 | 1 | 1 | 3 | 0.0% |
| Q2 2023 | 7 | $13.7M | 867,335 | 1 | 2 | 3 | 0.0% |
| Q1 2023 | 8 | $11.9M | 786,326 | 1 | 1 | 5 | 0.0% |
| Q4 2022 | 7 | $12.3M | 838,867 | 2 | 1 | 3 | 0.0% |
| Q3 2022 | 7 | $11.8M | 853,742 | 0 | 2 | 3 | 0.0% |
| Q2 2022 | 9 | $12.8M | 887,556 | 3 | 2 | 0 | 0.0% |
| Q1 2022 | 7 | $2.6M | 161,526 | 7 | 0 | 0 | 0.0% |