CLSE TRUST FOR PROFESSIONAL MANAG
FollowETF (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in CLSE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Tactive Advisors, LLC | 387,471 | $13.2M | 3.17% | +22,397 | 13F-HRTimeline |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 130,774 | $4.45M | 2.69% | +82,052 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 58,918 | $2M | 0.01% | +58,631 | 13F-HRTimeline |
| Castleview Partners, LLC | 36,332 | $1.24M | 0.54% | +2,487 | 13F-HRTimeline |
| ACT WEALTH MANAGEMENT, LLC | 20,584 | $700K | 0.21% | +3,433 | 13F-HRTimeline |
| AVAII WEALTH MANAGEMENT, LLC | 18,607 | $637K | 0.18% | +3,777 | 13F-HRTimeline |
| Worth Asset Management, LLC | 11,448 | $389K | 0.11% | -25,478 | 13F-HRTimeline |