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CLSE — Trust For Professional Manag 机构持仓 · 2026年Q3

谁持有 Trust For Professional Manag(CLSE)?2026年Q3(报告期截至 2026-09-30)共有 7 家机构在 SEC 13F 申报中报告持有,合计 2,259.16 万美元。前几大持有机构:Tactive Advisors, LLC(1,320.00 万美元)、Fig Financial Advisory Services Inc(440.00 万美元)、Farther Finance Advisors, LLC(200.00 万美元)。

排名机构市值股数变动
1Tactive Advisors, LLC$13.2M387,471增持
2FIG FINANCIAL ADVISORY SERVICES INC /ADV$4.4M130,774增持
3Farther Finance Advisors, LLC$2.0M58,918增持
4Castleview Partners, LLC$1.2M36,332增持
5ACT WEALTH MANAGEMENT, LLC$700,04920,584增持
6AVAII WEALTH MANAGEMENT, LLC$637,29018,607增持
7Worth Asset Management, LLC$389,34611,448减持

来源:SEC 13F 申报文件 · 截至 2026-09-30