CLSE · Insider trading · 13F holders · Congress trades
Trust for Professional Manag (CLSE)
Who is buying and selling CLSE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 24
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CLSE at a glance
- No open-market insider purchases or sales of CLSE were filed in the last 90 days.
- 24 13F filers hold CLSE among their 50 largest positions, worth $169.2M combined. The biggest bets by portfolio weight are Cottonwood Capital Advisors, LLC (8.0%), Riverwater Partners LLC (5.2%) and Guilbault Capital LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in CLSE.
CLSE insider trading
No open-market insider purchases or sales of CLSE were filed in the last 90 days.
Who owns CLSE? Hedge funds and superinvestors
24 13F filers hold CLSE among their 50 largest positions, worth $169.2M combined. The biggest bets by portfolio weight are Cottonwood Capital Advisors, LLC (8.0%), Riverwater Partners LLC (5.2%) and Guilbault Capital LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLCWealth manager | 1.1% | $29.3M | 860,123 | +4.2% shares | Q3 2026 |
| Arq Wealth Advisors, LLCWealth manager | 2.9% | $24.4M | 718,124 | — | Q3 2026 |
| Riverwater Partners LLCWealth manager | 5.2% | $17.4M | 509,397 | -2.9% shares | Q2 2026 |
| Liberty Square Wealth Partners LLCWealth manager | 3.5% | $14.6M | 428,793 | +10.8% shares | Q2 2026 |
| Cottonwood Capital Advisors, LLCWealth manager | 8.0% | $13.3M | 390,651 | +8.1% shares | Q3 2026 |
| Tactive Advisors, LLCWealth manager | 3.2% | $13.2M | 387,471 | +6.1% shares | Q3 2026 |
| Archford Capital Strategies, LLCWealth manager | 0.9% | $9.2M | 271,300 | — | Q3 2026 |
| Partners Wealth Management, LLCWealth manager | 0.9% | $8.7M | 254,461 | — | Q3 2026 |
| Brookwood Investment Group LLCWealth manager | 0.8% | $6.7M | 197,486 | +24.6% shares | Q2 2026 |
| Marshall & Sterling Wealth Advisors Inc.Institutional asset manager | 2.8% | $4.9M | 142,880 | — | Q3 2026 |
| Fig Financial Advisory Services Inc /advWealth manager | 2.7% | $4.4M | 130,774 | +168.4% shares | Q3 2026 |
| Guilbault Capital LLCWealth manager | 3.7% | $3.8M | 111,162 | +110.7% shares | Q3 2026 |
| Richmond Investment Services, LLCWealth manager | 1.0% | $3.1M | 89,934 | +11.9% shares | Q3 2026 |
| Genesis Private Wealth, LLCWealth manager | 0.7% | $2.3M | 68,665 | +32.5% shares | Q2 2026 |
| Transce3nd, LLCWealth manager | 2.3% | $2.3M | 68,579 | — | Q3 2026 |
| Cannon Wealth Management Services, LLCWealth manager | 1.0% | $1.8M | 51,478 | +34.3% shares | Q2 2026 |
| Fiscal Wisdom Wealth Management, LLCWealth manager | 2.0% | $1.7M | 50,683 | +16.7% shares | Q3 2026 |
| Denver PWM, LLCWealth manager | 0.6% | $1.7M | 49,636 | +2.8% shares | Q3 2026 |
| Rps Advisory Solutions LLCWealth manager | 1.1% | $1.7M | 49,142 | — | Q2 2026 |
| Castleview Partners, LLCWealth manager | 0.5% | $1.2M | 36,332 | +7.3% shares | Q3 2026 |
| White Knight Strategic Wealth Advisors, LLCWealth manager | 0.9% | $1.2M | 36,007 | — | Q2 2026 |
| Oregon Pacific Wealth Management, LLCWealth manager | 0.9% | $1.0M | 29,477 | — | Q3 2026 |
| Act Wealth Management, LLCWealth manager | 0.2% | $700K | 20,584 | +20.0% shares | Q3 2026 |
| Runnymede Capital Advisors, Inc.Wealth manager | 0.4% | $601K | 17,605 | — | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 16, Q2 2026: 8). Screen CLSE in the grand portfolio →
CLSE stock trades by members of Congress
No member of Congress has disclosed a trade in CLSE.
CLSE questions and answers
Are insiders buying CLSE stock?
No open-market insider purchases or sales of CLSE were filed in the last 90 days.
Which hedge funds own CLSE?
24 13F filers hold CLSE among their 50 largest positions, worth $169.2M combined. The biggest bets by portfolio weight are Cottonwood Capital Advisors, LLC (8.0%), Riverwater Partners LLC (5.2%) and Guilbault Capital LLC (3.7%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
Has Congress traded CLSE?
No member of Congress has disclosed a trade in CLSE.
Who is the largest holder of CLSE?
Among 13F filers, Flagship Harbor Advisors, LLC reports the largest CLSE position, $29.3M (860,123 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Cottonwood Capital Advisors, LLC's: 8.0% of its portfolio.
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