CLSE — Trust For Professional Manag Institutional Holders · Q3 2026
Who owns Trust For Professional Manag (CLSE)? 7 institutions reported holding $22.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Tactive Advisors, LLC ($13.2M), Fig Financial Advisory Services Inc ($4.4M), Farther Finance Advisors, LLC ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Tactive Advisors, LLC | $13.2M | 387,471 | Added |
| 2 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $4.4M | 130,774 | Added |
| 3 | Farther Finance Advisors, LLC | $2.0M | 58,918 | Added |
| 4 | Castleview Partners, LLC | $1.2M | 36,332 | Added |
| 5 | ACT WEALTH MANAGEMENT, LLC | $700,049 | 20,584 | Added |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $637,290 | 18,607 | Added |
| 7 | Worth Asset Management, LLC | $389,346 | 11,448 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30