CLSE TRUST FOR PROFESSIONAL MANAG: institutional ownership and insider trading
131 funds reported holding $455M of TRUST FOR PROFESSIONAL MANAG in their latest 13F filings; in Q2 2026 funds net bought $154M, with 43 new positions and 4 funds selling out.
Largest institutional holders of CLSE
- LPL Financial LLC — $45.5M
- ENVESTNET ASSET MANAGEMENT INC — $30.8M
- Rockefeller Capital Management L.P. — $30.3M
- FLAGSHIP HARBOR ADVISORS, LLC — $28.2M
- Janney Montgomery Scott LLC — $19.7M
- Riverwater Partners LLC — $17.4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $15.7M
- LIBERTY SQUARE WEALTH PARTNERS LLC — $14.6M
- PARK AVENUE SECURITIES LLC — $14.2M
- COTTONWOOD CAPITAL ADVISORS, LLC — $13.3M