Trust for Professional Manag (CLSE): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Trust for Professional Manag (CLSE) following the 2026 Q1 hedge fund 13F filings?

As of today, CLSE has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), CLSE gained +21.5% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Trust for Professional Manag (CLSE)

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

Smart Money Signals — CLSE

Based on 75 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

75 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 — +83% more funds vs a year ago

fund count last 6Q

+34 new funds entered over the past year (+83% 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 — 76% buying

58 buying18 selling

Last quarter: 58 funds were net buyers (21 opened a brand new position + 37 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new CLSE position: 12 → 17 → 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 48% entered in last year

■ 15% conviction (2yr+) ■ 37% medium ■ 48% new

Only 11 funds (15%) 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.

📈

Growing discovery — still being found

7 → 12 → 17 → 13 → 21 new funds/Q

New funds entering each quarter: 12 → 17 → 13 → 21. A growing number of institutions are discovering CLSE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 60% of holders entered in last year

■ 11% veterans ■ 29% 1-2yr ■ 60% new

Of 75 current holders: 45 (60%) entered in the past year, only 8 (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.

📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds

8 of 75 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	75	61	22.95%
13F Shares	8M	5M	42.65%
Total Value	$204M	$150M	35.93%
New Positions	21	13	+8
Increased Positions	37	30	+7
Closed Positions	7	3	+4
Reduced Positions	11	10	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

22.95%

13F Shares

42.65%

Total Value

$204M

$150M

35.93%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

75 + 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 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cottonwood Capital Advisors, LLC	6.88%	346,769	$9.8M
2	Riverwater Partners LLC	4.92%	524,596	$14.8M
3	Liberty Square Wealth Partners LLC	3.04%	387,131	$10.9M
4	Tactive Advisors, LLC	2.04%	257,109	$7.2M
5	Fiscal Wisdom Wealth Management, LLC	1.03%	38,049	$1.1M
6	Flagship Harbor Advisors, LLC	0.94%	762,790	$21.5M
7	Elyxium Wealth, LLC	0.81%	89,682	$2.5M
8	Cannon Wealth Management Services, LLC	0.73%	38,322	$1.1M
9	Brookwood Investment Group LLC	0.55%	158,489	$4.5M
10	Guilbault Capital LLC	0.53%	17,264	$486K
11	Denver PWM, LLC	0.49%	42,939	$1.4M
12	Accurate Wealth Management, LLC	0.48%	133,134	$4.0M
13	Genesis Private Wealth, LLC	0.46%	51,834	$1.5M
14	Founders Financial Securities LLC	0.35%	191,637	$5.8M
15	Empirical Asset Management, LLC	0.33%	44,516	$1.3M
16	Sowell Financial Services LLC	0.24%	230,722	$6.5M
17	Operose Advisors LLC	0.24%	36,725	$1.0M
18	Commerce Advisors, LLC	0.19%	8,200	$231K
19	Per Stirling Capital Management, LLC.	0.16%	50,002	$1.4M
20	Fifth Third Securities, INC.	0.15%	82,045	$2.3M
21	Redhawk Wealth Advisors, Inc.	0.14%	45,697	$1.3M
22	Act Wealth Management, LLC	0.14%	14,863	$418K
23	Cornerstone Planning Group LLC	0.12%	29,197	$933K
24	Rps Advisory Solutions LLC	0.12%	7,540	$212K
25	Archford Capital Strategies, LLC	0.11%	33,276	$936K

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 — 3 quarters in a row: For 3 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 — 76% buying: Last quarter: 58 funds were net buyers (21 opened a brand new position + 37 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLSE holders?

Smaller funds dominant — 18% AUM from top-100: 8 of 75 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CLSE?

Mostly new holders — 48% entered in last year: Only 11 funds (15%) 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.

Is it too late to buy Trust for Professional Manag (CLSE) following the 2026 Q1 hedge fund 13F filings?

As of today, CLSE has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), CLSE has gained +21.5% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +83% more funds vs a year ago

More buyers than sellers — 76% buying

More new buyers each quarter (+8 vs last Q)

Mostly new holders — 48% entered in last year

Growing discovery — still being found

Early stage — 60% of holders entered in last year

Smaller funds dominant — 18% AUM from top-100

Institutional Sentiment Summary — CLSE

Hedge Fund Ownership: CLSE

Market Analysis: CLSE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CLSE

Is It Too Late to Buy Trust for Professional Manag (CLSE) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: CLSE

Statistics: CLSE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Trust for Professional Manag (CLSE)

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