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Disclosery

CLSE TRUST FOR PROFESSIONAL MANAG

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ETF (fund)

74 managers (74 13F filers) reported a position in CLSE shares at 2026-03-31, 7,825,869 shares in all. 19 filers opened a position and 5 filers sold out during the quarter.

Managers
74
13F filers
74
New
19
Added
37
Reduced
11
Sold out
5
Shares held by filers
7,825,869

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
FLAGSHIP HARBOR ADVISORS, LLC762,790$21.5M0.94%+57,33113F-HRTimeline
LPL Financial LLC706,548$19.9M0.01%+10,49013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…538,711$15.2M0.03%+369,02313F-HRTimelineGroup
Riverwater Partners LLC524,596$14.8M4.92%+8,85113F-HRTimeline
Janney Montgomery Scott LLC438,249$12.3M0.03%+86,46413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC422,524$11.9M<0.01%+175,11213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…383,513$11M0.02%+91,19113F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC387,131$10.9M3.04%+72,60213F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC346,769$9.76M6.88%+7,29113F-HRTimeline
HighTower Advisors, LLC311,090$8.75M0.01%+289,51113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC279,950$7.88M0.01%new13F-HRTimeline
Tactive Advisors, LLC257,109$7.24M2.04%+34,12713F-HRTimeline
Sowell Financial Services LLC230,722$6.49M0.24%+4,55813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC191,637$5.76M0.32%new13F-HR/ATimeline
Sanctuary Advisors, LLC170,232$4.79M0.03%+117,61013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC166,019$4.67M0.04%+47,55913F-HRTimelineGroup
Brookwood Investment Group LLC158,489$4.46M0.57%new13F-HRTimeline
Accurate Wealth Management, LLC133,134$4M0.48%-22,92513F-HRTimeline
Creative Planningin group Creative Planning127,619$3.59M<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC92,800$2.61M<0.01%-70613F-HRTimelineGroup
Elyxium Wealth, LLC89,682$2.52M0.81%-20,26513F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…82,045$2.31M0.15%-2,92413F-HRTimelineGroup
Integrated Wealth Concepts LLC55,413$1.56M0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.56,279$1.54M0.01%+24,70913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,285$1.5M<0.01%new13F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC51,834$1.46M0.46%+11,42213F-HRTimeline
Denver PWM, LLC42,939$1.42M0.49%new13F-HRTimeline
Per Stirling Capital Management, LLC.50,002$1.41M0.16%+24,99113F-HRTimeline
Redhawk Wealth Advisors, Inc.45,697$1.29M0.14%new13F-HRTimeline
WCG Wealth Advisors LLC44,854$1.26M0.04%+10,83213F-HRTimeline
Empirical Asset Management, LLC44,516$1.25M0.33%+2,07113F-HRTimeline
Foundations Investment Advisors, LLC44,198$1.24M0.02%+5,05913F-HRTimeline
Ausdal Financial Partners, Inc.39,135$1.1M0.05%+28,14513F-HRTimeline
Cannon Wealth Management Services, LLC38,322$1.08M0.73%+5,16713F-HRTimeline
Fiscal Wisdom Wealth Management, LLC38,049$1.07M1.03%+20,44113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,285$1.05M<0.01%new13F-HRTimelineGroup
Operose Advisors LLC36,725$1.03M0.24%013F-HRTimeline
Archford Capital Strategies, LLC33,276$936K0.11%+89713F-HRTimeline
Cornerstone Planning Group LLC29,197$933K0.12%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC25,880$728K0.07%+3,19013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…20,401$574K0.01%+11,40013F-HRTimelineGroup
Atria Investments, Inc19,999$563K0.01%-4,68013F-HRTimeline
LaSalle St. Investment Advisors, LLC19,620$552K0.08%+1,36113F-HRTimeline
Richmond Investment Services, LLC18,830$530K0.09%new13F-HRTimeline
Guilbault Capital LLC17,264$486K0.53%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,135$482K0.01%+1013F-HRTimelineGroup
ACT WEALTH MANAGEMENT, LLC14,863$418K0.14%+47813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,297$346K<0.01%new13F-HRTimelineGroup
Regal Investment Advisors LLC12,235$344K0.02%+54513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,520$324K<0.01%+2,80413F-HRTimelineGroup
Sloy Dahl & Holst, LLC9,870$278K0.04%013F-HRTimeline
Able Wealth Management LLC9,299$262K0.07%-2013F-HRTimeline
Cambridge Investment Research Advisors,…8,776$247K<0.01%new13F-HRTimeline
Sigma Planning Corp8,420$237K0.01%-2,81013F-HRTimeline
SeaCrest Wealth Management, LLC8,309$234K0.03%+62113F-HRTimeline
Steward Partners Investment Advisory, L…8,202$231K<0.01%+7,25213F-HRTimeline
Commerce Advisors, LLC8,200$231K0.19%13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC7,540$212K0.12%-29,86913F-HRTimeline
Coastal Bridge Advisors, LLC7,211$203K0.01%-3,41613F-HRTimeline
Allworth Financial LP5,459$154K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,436$68.6K<0.01%+16413F-HR/ATimelineGroup
Advisory Services Network, LLC2,180$61.3K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,697$47.8K<0.01%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,581$44.5K0.01%+1,37413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,555$43K<0.01%+1,22313F-HRTimelineGroup
TD Capital Management LLC700$19.7K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA622$17.5K<0.01%013F-HRTimeline
IFP Advisors, Inc523$14.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.250$7.04K<0.01%-36,91013F-HRTimeline
Geneos Wealth Management Inc.229$6.44K<0.01%new13F-HRTimeline
Parallel Advisors, LLC208$5.85K<0.01%013F-HR/ATimeline
Arax Advisory Partners120$3.38K<0.01%-46813F-HRTimeline
Davidson Capital Management Inc.71$2K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$57<0.01%+113F-HRTimelineGroup