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Disclosery

CLSE TRUST FOR PROFESSIONAL MANAG

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ETF (fund)

53 managers (53 13F filers) reported a position in CLSE shares at 2025-09-30, 4,505,816 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
53
13F filers
53
New
16
Added
20
Reduced
5
Sold out
5
Shares held by filers
4,505,816

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
FLAGSHIP HARBOR ADVISORS, LLC675,254$17.6M0.77%+45,85913F-HRTimeline
LPL Financial LLC609,296$15.9M<0.01%+37,79713F-HRTimeline
Riverwater Partners LLC518,247$13.5M5.6%-90113F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC338,548$8.82M6.42%+2,98713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…235,149$6.05M0.01%+41,86613F-HRTimeline
Tactive Advisors, LLC231,622$6.03M1.71%+190,65713F-HRTimeline
Sowell Financial Services LLC211,430$5.51M0.21%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC185,206$4.82M<0.01%+66,21913F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC161,016$4.19M1.29%+138,95913F-HRTimeline
Accurate Wealth Management, LLC159,634$4.09M0.54%-20,00213F-HRTimeline
Creative Planningin group Creative Planning127,549$3.32M<0.01%+6,36413F-HRTimelineGroup
Global Retirement Partners, LLC118,967$3.1M0.07%+3,04013F-HRTimeline
Elyxium Wealth, LLC104,435$2.72M0.95%+45,34213F-HRTimeline
Mariner, LLCin group Mariner, LLC93,331$2.43M<0.01%013F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…84,645$2.2M0.15%+15,15013F-HRTimelineGroup
Janney Montgomery Scott LLC80,257$2.09M<0.01%+5,29113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC77,782$2.02M0.02%+7,72413F-HRTimelineGroup
Integrated Wealth Concepts LLC50,774$1.32M0.01%-14,12013F-HRTimeline
Archford Capital Strategies, LLC38,835$1.01M0.12%-106,14313F-HRTimeline
Operose Advisors LLC36,725$956K0.24%013F-HRTimeline
HARBOUR INVESTMENTS, INC.34,660$903K0.02%+1,14013F-HRTimeline
Foundations Investment Advisors, LLC32,543$847K0.01%-2,02813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC30,706$800K0.39%+15,92913F-HRTimeline
Empirical Asset Management, LLC30,063$783K0.22%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC22,848$594K0.11%+3,52513F-HRTimeline
Cannon Wealth Management Services, LLC19,999$521K0.39%new13F-HRTimeline
Heck Capital Advisors, LLC19,991$521K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC16,422$428K0.01%+7,50013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC16,314$425K0.04%+1,01813F-HRTimeline
Sanctuary Advisors, LLC15,418$401K<0.01%+1,32713F-HR/ATimeline
Sigma Planning Corp14,905$388K0.01%013F-HRTimeline
Regal Investment Advisors LLC11,155$290K0.02%new13F-HRTimeline
ACT WEALTH MANAGEMENT, LLC10,633$277K0.1%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,266$267K<0.01%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.10,175$265K0.01%new13F-HRTimeline
Sloy Dahl & Holst, LLC9,870$257K0.03%+20513F-HRTimeline
Quantinno Capital Management LP8,738$228K<0.01%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC8,823$227K0.22%13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,717$227K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,098$211K<0.01%new13F-HRTimeline
Able Wealth Management LLC7,954$207K0.08%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC7,778$203K0.09%new13F-HRTimeline
Allworth Financial LP5,459$142K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,555$40.5K<0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,488$38.9K0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA622$16.2K<0.01%013F-HRTimeline
Arax Advisory Partners588$15.3K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…430$11.2K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…355$9.24K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA332$9K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC208$5.42K<0.01%013F-HRTimeline
New Millennium Group LLC1$17<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.