Who Owns TRUST FOR PROFESSIONAL MANAG (CLSE)? -- Institutional Holders (2026-06-30)

59 institutions reported holding $194.4M of TRUST FOR PROFESSIONAL MANAG (CLSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($30.8M), FLAGSHIP HARBOR ADVISORS, LLC ($28.2M), PARK AVENUE SECURITIES LLC ($14.2M), Redhawk Wealth Advisors, Inc. ($13.0M), Tactive Advisors, LLC ($12.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$30.8M903,081Added
2FLAGSHIP HARBOR ADVISORS, LLC$28.2M825,375Added
3PARK AVENUE SECURITIES LLC$14.2M416,634Added
4Redhawk Wealth Advisors, Inc.$13.0M382,186Added
5Tactive Advisors, LLC$12.5M365,074Added
6COTTONWOOD CAPITAL ADVISORS, LLC$12.3M361,235Added
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.5M337,647Trimmed
8Wealthcare Advisory Partners LLC$8.7M255,919New
9Brookwood Investment Group LLC$6.7M197,486Added
10FOUNDERS FINANCIAL SECURITIES LLC$6.5M191,809Added
11Sowell Financial Services LLC$5.3M154,189Trimmed
12Accurate Wealth Management, LLC$4.4M127,376Trimmed
13McAdam, LLC$4.2M123,024New
14Fifth Third Securities, Inc.$3.0M88,759Added
15Elyxium Wealth, LLC$3.0M88,590Trimmed
16Richmond Investment Services, LLC$2.7M80,356Added
17GENESIS PRIVATE WEALTH, LLC$2.3M68,665Added
18Guilbault Capital LLC$1.8M52,756Added
19Fiscal Wisdom Wealth Management, LLC$1.5M43,441Added
20Worth Asset Management, LLC$1.3M36,926New
21INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.2M34,930New
22Kovack Advisors, Inc.$1.2M34,018New
23Castleview Partners, LLC$1.2M33,845New
24Atria Investments, Inc$1.2M33,795Added
25Archford Capital Strategies, LLC$1.1M33,276Hold

Source: SEC Form 13F filings · as of 2026-06-30