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

TRUST FOR PROFESSIONAL MANAG

127 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 89834G760·127 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$305M
visible holders
Holders
127
filers reporting
Concentration
14.95%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

127 institutions reported CLSE in Q2 2026. LPL Financial LLC leads at 15.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$46M1.3M0.01%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M903K0.01%Q2 202603
Rockefeller Capital Management L.P.
CIK 0001739439
$30M889K0.05%Q2 202604
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$28M825K1.08%Q2 202605
Riverwater Partners LLC
CIK 0001882572
$17M509K5.16%Q2 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$16M457K0.02%Q3 202607
LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655
$15M429K3.49%Q2 202608
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$13M391K8.00%Q3 202609
Tactive Advisors, LLC
CIK 0002002409
$13M387K3.17%Q3 202610
Janney Montgomery Scott LLC
CIK 0001329948
$12M438K0.03%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$11M325K0.01%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$10M304K0.00%Q2 202613
Wealthcare Advisory Partners LLC
CIK 0001683059
$10M301K0.17%Q3 202614
Archford Capital Strategies, LLC
CIK 0001606609
$9M271K0.91%Q3 202615
Sanctuary Advisors, LLC
CIK 0001777271
$8M248K0.04%Q2 202616
IFG Advisory, LLC
CIK 0001728319
$8M221K0.26%Q2 202617
Brookwood Investment Group LLC
CIK 0002066812
$7M197K0.76%Q2 202618
Equitable Holdings, Inc.
CIK 0001333986
$7M193K0.04%Q2 202619
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$7M192K0.34%Q2 202620
Global Retirement Partners, LLC
CIK 0001749744
$6M185K0.10%Q2 2026
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