Skip to content
Disclosery

CLSE TRUST FOR PROFESSIONAL MANAG

Follow

ETF (fund)

44 managers (44 13F filers) reported a position in CLSE shares at 2025-03-31, 3,662,583 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
44
13F filers
44
New
7
Added
17
Reduced
12
Sold out
8
Shares held by filers
3,662,583

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC619,408$13.4M0.01%-100,70513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC614,743$13.3M0.7%+81,82813F-HRTimeline
Riverwater Partners LLC520,106$11.2M5.77%-45,76613F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC335,932$7.26M5.34%+6,00413F-HRTimeline
Good Life Advisors, LLC198,848$4.3M0.3%+39,05713F-HRTimeline
Accurate Wealth Management, LLC173,622$3.68M0.7%+99,63813F-HRTimeline
Creative Planningin group Creative Planning125,610$2.71M<0.01%-20,47313F-HRTimelineGroup
Janney Montgomery Scott LLC117,335$2.54M0.01%-81,11813F-HRTimeline
Archford Capital Strategies, LLC113,408$2.45M0.36%+66,18913F-HRTimeline
Mariner, LLCin group Mariner, LLC97,947$2.12M<0.01%-46713F-HRTimelineGroup
Integrated Wealth Concepts LLC82,756$1.79M0.02%-1,78313F-HRTimeline
UBS Group AGin group UBS Group AG81,307$1.76M<0.01%+48,67713F-HRTimelineGroup
Advisor Resource Council52,153$1.13M0.09%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,875$1.03M<0.01%+32,24313F-HRTimelineGroup
SeaCrest Wealth Management, LLC45,601$985K0.11%+9,96813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,417$917K<0.01%new13F-HR/ATimelineGroup
Operose Advisors LLC36,725$794K0.26%new13F-HRTimeline
Elyxium Wealth, LLC32,111$694K0.31%+6,35613F-HRTimeline
Foundations Investment Advisors, LLC28,391$614K0.01%+13,68313F-HRTimeline
Insight Wealth Strategies, LLC26,887$581K0.08%013F-HRTimeline
Sigma Planning Corp24,623$532K0.02%-53,01013F-HRTimeline
HARBOUR INVESTMENTS, INC.22,620$489K0.01%+13,37013F-HRTimeline
Heck Capital Advisors, LLC19,991$432K0.05%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,956$410K0.01%-4,17813F-HRTimelineGroup
Atria Wealth Solutions, Inc.18,658$403K<0.01%+5,97013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,395$398K0.05%-4,87913F-HRTimeline
HRT FINANCIAL LP18,027$389K<0.01%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC17,970$388K0.18%+5,16413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,955$366K<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,973$345K0.01%-16,62913F-HRTimelineGroup
Sanctuary Advisors, LLC13,664$295K<0.01%+3113F-HRTimeline
Tyler-Stone Wealth Management13,024$281K0.05%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,204$264K<0.01%-15,64113F-HRTimelineGroup
Regal Investment Advisors LLC10,110$218K0.02%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC9,957$215K0.05%new13F-HRTimeline
Sloy Dahl & Holst, LLC9,435$204K0.04%+42513F-HRTimeline
Allworth Financial LP5,459$117K<0.01%-1,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,167$26.7K<0.01%+16813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,000$22K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA622$13.4K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA332$7K<0.01%013F-HR/ATimelineGroup
Parallel Advisors, LLC208$4.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51$1.1K<0.01%+5113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.