13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
CLSE

TRUST FOR PROFESSIONAL MANAG

80 institutions still hold TRUST FOR PROFESSIONAL MANAG as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 89834G760·80 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.1%
vs prior quarter
13F value held
$179M
65.0% inst. owned
of float
Holders
80
+7 QoQ
filers reporting
Activity
+16 / −47
+894 added · −780 reduced
this quarter
Concentration
11.98%
FLAGSHIP HARBOR ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

80 institutions reported CLSE in Q1 2026. FLAGSHIP HARBOR ADVISORS, LLC leads at 12.0% of the visible book. +7 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FLAGSHIP HARBOR ADVISORS, LLC
CIK 0001691766
$21M763K0.94%Q1 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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$12M423K0.00%Q1 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$11M384K0.02%Q1 202607
LIBERTY SQUARE WEALTH PARTNERS LLC
CIK 0002057655
$11M387K3.04%Q1 202608
COTTONWOOD CAPITAL ADVISORS, LLC
CIK 0001903321
$10M347K6.88%Q1 202609
HighTower Advisors, LLC
CIK 0001462245
$9M311K0.01%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M280K0.01%Q1 202611
Tactive Advisors, LLC
CIK 0002002409
$7M257K2.04%Q1 202612
Sowell Financial Services LLC
CIK 0001633697
$6M231K0.24%Q1 202613
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$6M192K0.33%Q1 202614
Good Life Advisors, LLC
CIK 0001696260
$5M220K0.32%Q2 202515
Sanctuary Advisors, LLC
CIK 0001777271
$5M170K0.03%Q1 202616
Brookwood Investment Group LLC
CIK 0002066812
$4M158K0.55%Q1 202617
Accurate Wealth Management, LLC
CIK 0001877728
$4M133K0.48%Q1 202618
Creative Planning
CIK 0001540235
$4M128K0.00%Q1 202619
Global Retirement Partners, LLC
CIK 0001749744
$3M122K0.06%Q4 202520
Elyxium Wealth, LLC
CIK 0002043538
$3M110K0.83%Q4 2025
Page 1 of 4
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