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Disclosery

CLSE TRUST FOR PROFESSIONAL MANAG

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ETF (fund)

61 managers (61 13F filers) reported a position in CLSE shares at 2025-12-31, 5,612,853 shares in all. 11 filers opened a position and 3 filers sold out during the quarter.

Managers
61
13F filers
61
New
11
Added
32
Reduced
9
Sold out
3
Shares held by filers
5,612,853

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FLAGSHIP HARBOR ADVISORS, LLC705,459$19.3M0.91%+30,20513F-HRTimeline
LPL Financial LLC696,058$19M0.01%+86,76213F-HRTimeline
Riverwater Partners LLC515,745$14.1M5.46%-2,50213F-HRTimeline
Janney Montgomery Scott LLC351,785$9.61M0.02%+271,52813F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC339,478$9.28M6.61%+93013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC314,529$8.6M2.45%+153,51313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…292,322$8.12M0.01%+57,17313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC247,412$6.76M<0.01%+62,20613F-HRTimelineGroup
Sowell Financial Services LLC226,164$6.18M0.23%+14,73413F-HRTimeline
Tactive Advisors, LLC222,982$6.09M1.79%-8,64013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…169,688$4.64M0.01%+169,25813F-HR/ATimelineGroup
Accurate Wealth Management, LLC156,059$4.33M0.55%-3,57513F-HRTimeline
Creative Planningin group Creative Planning127,619$3.49M<0.01%+7013F-HRTimelineGroup
Global Retirement Partners, LLC121,799$3.33M0.06%+2,83213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC118,460$3.24M0.03%+40,67813F-HRTimelineGroup
Elyxium Wealth, LLC109,947$3M0.88%+5,51213F-HRTimeline
Mariner, LLCin group Mariner, LLC93,506$2.56M<0.01%+17513F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…84,969$2.32M0.15%+32413F-HRTimelineGroup
Sanctuary Advisors, LLC52,622$1.44M0.01%+37,20413F-HRTimeline
Empirical Asset Management, LLC42,445$1.16M0.33%+12,38213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC40,412$1.1M0.34%+32,63413F-HRTimeline
Foundations Investment Advisors, LLC39,139$1.07M0.01%+6,59613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC37,409$1.02M0.48%+6,70313F-HRTimeline
HARBOUR INVESTMENTS, INC.37,160$1.02M0.02%+2,50013F-HRTimeline
Operose Advisors LLC36,725$1M0.23%013F-HRTimeline
WCG Wealth Advisors LLC34,022$930K0.03%new13F-HRTimeline
Cannon Wealth Management Services, LLC33,155$906K0.64%+13,15613F-HRTimeline
Archford Capital Strategies, LLC32,379$885K0.1%-6,45613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,570$863K0.01%+21,30413F-HRTimelineGroup
Per Stirling Capital Management, LLC.25,011$684K0.08%new13F-HRTimeline
Atria Investments, Inc24,679$674K0.01%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,690$620K0.06%+6,37613F-HRTimeline
HighTower Advisors, LLC21,579$590K<0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC18,259$499K0.08%-4,58913F-HRTimeline
MML INVESTORS SERVICES, LLC18,176$497K<0.01%+10,07813F-HRTimeline
Fiscal Wisdom Wealth Management, LLC17,608$481K0.45%+8,78513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,125$468K0.01%+70313F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC14,385$393K0.13%+3,75213F-HRTimeline
Regal Investment Advisors LLC11,690$319K0.02%+53513F-HRTimeline
Sigma Planning Corp11,230$307K0.01%-3,67513F-HRTimeline
Belpointe Asset Management LLC11,005$301K0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.10,990$300K0.01%+81513F-HRTimeline
Heck Capital Advisors, LLC10,691$292K0.02%-9,30013F-HRTimeline
Coastal Bridge Advisors, LLC10,627$290K0.02%new13F-HRTimeline
Sloy Dahl & Holst, LLC9,870$270K0.03%013F-HRTimeline
Able Wealth Management LLC9,319$255K0.08%+1,36513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,001$246K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,716$238K<0.01%-113F-HRTimelineGroup
SeaCrest Wealth Management, LLC7,688$214K0.02%new13F-HRTimeline
Allworth Financial LP5,459$149K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,272$62.1K<0.01%+2,27213F-HRTimelineGroup
Steward Partners Investment Advisory, L…950$26K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA622$17K<0.01%013F-HRTimeline
Arax Advisory Partners588$16.1K<0.01%013F-HRTimeline
SageView Advisory Group, LLC500$13.7K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…355$9.7K<0.01%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA332$9K<0.01%013F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC207$5.71K<0.01%-1,28113F-HRTimelineGroup
Parallel Advisors, LLC208$5.68K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$48<0.01%new13F-HR/ATimelineGroup
New Millennium Group LLC1$18<0.01%013F-HRTimeline