As of the latest SEC filings, TRUST FOR PROFESSIONAL MANAGERS (CLSE) is held by 7 institutional funds. The largest fund shareholder is Ocean Park Tactical Risk Spectrum 50 Fund (SRFJX), holding an estimated $5,804,927.81 in market value, representing 2.20% of its portfolio.
Funds holding TRUST FOR PROFESSIONAL MANAGERS (CLSE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CLSE
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SRFJX
Ocean Park Tactical Risk Spectrum 50 Fund
|
MF | Independent / Boutique | 2.20% | $5,804,927.81 | 605,311 | Mar 31, 2026 | May 29, 2026 |
|
SRFJX
Ocean Park Tactical Risk Spectrum 50 Fund
|
MF | Independent / Boutique | 1.12% | $2,963,848.82 | 350,283 | Mar 31, 2026 | May 29, 2026 |
|
PFTEX
PFG Meeder Tactical Strategy Fund
|
MF | Independent / Boutique | 1.27% | $1,715,391.62 | 86,943 | Apr 30, 2026 | Jun 26, 2026 |
|
SRTNX
Ocean Park Tactical Risk Spectrum 30 Fund
|
MF | Independent / Boutique | 0.62% | $993,642.13 | 117,434 | Mar 31, 2026 | May 29, 2026 |
|
SRTNX
Ocean Park Tactical Risk Spectrum 30 Fund
|
MF | Independent / Boutique | 0.44% | $708,415.12 | 73,870 | Mar 31, 2026 | May 29, 2026 |
|
COIDX
IDX Adaptive Opportunities Fund
|
MF | Independent / Boutique | 0.43% | $140,700.00 | 5,000 | Mar 31, 2026 | May 28, 2026 |
|
QALTX
Quantified Alternative Investment Fund
|
MF | Independent / Boutique | 0.50% | $44,489.34 | 1,581 | Mar 31, 2026 | May 8, 2026 |
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