13F Insight
DOSSIER · 13F Holders · Q2 2026
CLSE

TRUST FOR PROFESSIONAL MANAG

94 institutions still hold TRUST FOR PROFESSIONAL MANAG as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89834G760·94 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$220M
visible holders
Holders
94
filers reporting
Concentration
12.79%
FLAGSHIP HARBOR ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

94 institutions reported CLSE in Q2 2026. FLAGSHIP HARBOR ADVISORS, LLC leads at 12.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$28M825K1.08%Q2 202602
LPL Financial LLC
CIK 0001403438
$20M707K0.01%Q1 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$15M539K0.03%Q1 202604
Riverwater Partners LLC
CIK 0001882572
$15M525K4.92%Q1 202605
Redhawk Wealth Advisors, Inc.
CIK 0001535811
$13M382K1.29%Q2 202606
Tactive Advisors, LLC
CIK 0002002409
$12M365K3.07%Q2 202607
Janney Montgomery Scott LLC
CIK 0001329948
$12M438K0.03%Q1 202608
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$12M361K7.43%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M423K0.00%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$12M338K0.02%Q2 202611
LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655
$11M387K3.04%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$9M311K0.01%Q1 202613
Wealthcare Advisory Partners LLC
CIK 0001683059
$9M256K0.17%Q2 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M280K0.01%Q1 202615
Brookwood Investment Group LLC
CIK 0002066812
$7M197K0.76%Q2 202616
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$6M192K0.33%Q1 202617
Sowell Financial Services LLC
CIK 0001633697
$5M154K0.17%Q2 202618
Good Life Advisors, LLC
CIK 0001696260
$5M220K0.32%Q2 202519
Sanctuary Advisors, LLC
CIK 0001777271
$5M170K0.03%Q1 202620
PARK AVENUE SECURITIES LLC
CIK 0001071640
$5M166K0.04%Q1 2026
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