CLSE Hedge Fund Ownership (Q2 2026)

Trust for Professional Manag (CLSE)

114 + Investors. Track Smart Money conviction in CLSE. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — CLSE

Based on 114 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added CLSE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

114 hedge funds hold CLSE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +171% more funds vs a year ago

fund count last 6Q

+72 new funds entered over the past year (+171% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 85% buying

91 buying16 selling

Last quarter: 91 funds were net buyers (43 opened a brand new position + 48 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter

Funds opening a new CLSE position: 17 → 13 → 21 → 43. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 58% entered in last year

■ 11% conviction (2yr+) ■ 31% medium ■ 58% new

Only 13 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +92% but shares only +60% — price-driven

Value

+92%

+60%

Last quarter: the total dollar value of institutional holdings rose +92%, but actual share count only changed +60%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

13 → 17 → 13 → 21 → 43 new funds/Q

New funds entering each quarter: 17 → 13 → 21 → 43. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🌱

Early stage — 71% of holders entered in last year

■ 11% veterans ■ 18% 1-2yr ■ 71% new

Of 114 current holders: 81 (71%) entered in the past year, only 13 (11%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

8 of 114 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.1

out of 10

Moderate Exit Risk

Exit risk score 6.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	114	75	52.0%
13F Shares	13M	8M	60.08%
Total Value	$393M	$204M	92.3%
New Positions	43	21	+22
Increased Positions	48	37	+11
Closed Positions	4	8	-4
Reduced Positions	12	11	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

114

52.0%

13F Shares

13M

60.08%

Total Value

$393M

$204M

92.3%

New Positions

+22

Increased Positions

+11

Closed Positions

-4

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

114 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLSE. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 CLSE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cottonwood Capital Advisors, LLC	7.43%	361,235	$12.3M
2	Riverwater Partners LLC	5.16%	509,397	$17.4M
3	Liberty Square Wealth Partners LLC	3.49%	428,793	$14.6M
4	Tactive Advisors, LLC	3.07%	365,074	$12.5M
5	Guilbault Capital LLC	1.81%	52,756	$1.8M
6	Redhawk Wealth Advisors, Inc.	1.29%	382,186	$13.0M
7	Fiscal Wisdom Wealth Management, LLC	1.26%	43,441	$1.5M
8	Rps Advisory Solutions LLC	1.11%	49,142	$1.7M
9	Flagship Harbor Advisors, LLC	1.08%	825,375	$28.2M
10	Cannon Wealth Management Services, LLC	0.96%	51,478	$1.8M
11	Richmond Investment Services, LLC	0.87%	80,356	$2.7M
12	White Knight Strategic Wealth Advisors, LLC	0.86%	36,007	$1.2M
13	Vima LLC	0.86%	53,771	$881K
14	Brookwood Investment Group LLC	0.76%	197,486	$6.7M
15	Genesis Private Wealth, LLC	0.66%	68,665	$2.3M
16	Denver PWM, LLC	0.53%	48,283	$1.6M
17	Castleview Partners, LLC	0.51%	33,845	$1.2M
18	Accurate Wealth Management, LLC	0.42%	127,376	$4.4M
19	Worth Asset Management, LLC	0.40%	36,926	$1.3M
20	Wealthcare Capital Partners, LLC	0.40%	28,162	$961K
21	Empirical Asset Management, LLC	0.36%	47,217	$1.6M
22	Runnymede Capital Advisors, Inc.	0.36%	17,605	$601K
23	Founders Financial Securities LLC	0.34%	191,809	$6.5M
24	Elyxium Wealth, LLC	0.32%	88,590	$3.0M
25	IFG Advisory, LLC	0.26%	221,298	$7.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Trust for Professional Manag (CLSE)

What does the Smart Money Trend signal show for CLSE?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CLSE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLSE?

More buyers than sellers — 85% buying: Last quarter: 91 funds were net buyers (43 opened a brand new position + 48 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLSE holders?

Strong quality — 24% AUM from major funds: 8 of 114 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLSE?

Mostly new holders — 58% entered in last year: Only 13 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Trust for Professional Manag (CLSE)

Smart Money Signals — CLSE

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +171% more funds vs a year ago

More buyers than sellers — 85% buying

More new buyers each quarter (+22 vs last Q)

Mostly new holders — 58% entered in last year

Value +92% but shares only +60% — price-driven

Acceleration phase — new buyers rushing in

Early stage — 71% of holders entered in last year

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — CLSE

Hedge Fund Ownership: CLSE

Market Analysis: CLSE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLSE

Hedge Fund Positioning: CLSE

Statistics: CLSE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Trust for Professional Manag (CLSE)

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