Who owns CONVERGENCE LONG/SHORT EQUITY ETF?
- Ticker: CLSE
- CUSIP Number: 89834g760
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Analyze quarterly positions in Convergence Long/short Equity Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Convergence Long/short Equity Etf stock
Who bought or sold CONVERGENCE LONG/SHORT EQUITY ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Flagship Harbor Advisors | 675k | $18M | 7% | Sep 2025 |
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| LPL Financial | 609k | $16M | 7% | Sep 2025 |
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| Riverwater Partners | 518k | $14M | 0% | Sep 2025 |
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| Cottonwood Capital Advisors | 339k | $8.8M | 1% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 235k | $6.1M | 22% | Sep 2025 |
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| Tactive Advisors | 232k | $6.0M | 465% | Sep 2025 |
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| Good Life Advisors | 220k | $5.1M | 11% | Jun 2025 |
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| Sowell Financial Services | 211k | $5.5M | 100% | Sep 2025 |
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| Envestnet Asset Management | 185k | $4.8M | 56% | Sep 2025 |
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| Liberty Square Wealth Partners | 161k | $4.2M | 630% | Sep 2025 |
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| Accurate Wealth Management | 160k | $4.1M | -11% | Sep 2025 |
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| Creative Planning | 128k | $3.3M | 5% | Sep 2025 |
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| Global Retirement Partners | 119k | $3.1M | 3% | Sep 2025 |
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| Elyxium Wealth | 104k | $2.7M | 77% | Sep 2025 |
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| Mariner Wealth Advisors | 93k | $2.4M | 0% | Sep 2025 |
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| Fifth Third Securities | 85k | $2.2M | 22% | Sep 2025 |
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| Janney Montgomery Scott | 80k | $2.1M | 7% | Sep 2025 |
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| Park Avenue Securities | 78k | $2.0M | 11% | Sep 2025 |
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| Integrated Wealth Concepts | 51k | $1.3M | -22% | Sep 2025 |
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| Archford Capital Strategies | 39k | $1.0M | -73% | Sep 2025 |
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| Operose Advisors | 37k | $956k | 0% | Sep 2025 |
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| Harbour Investments | 35k | $903k | 3% | Sep 2025 |
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| Foundations Investment Advisors | 33k | $847k | -6% | Sep 2025 |
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| Rps Advisory Solutions | 31k | $800k | 108% | Sep 2025 |
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| Empirical Asset Management | 30k | $783k | 100% | Sep 2025 |
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| LaSalle St. Investment Advisors | 23k | $594k | 18% | Sep 2025 |
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| Cannon Wealth Management Services | 20k | $521k | 100% | Sep 2025 |
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| Heck Capital Advisors | 20k | $521k | 0% | Sep 2025 |
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| Apollon Wealth Management | 16k | $428k | 84% | Sep 2025 |
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| Lodestar Private Asset Management | 16k | $425k | 7% | Sep 2025 |
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| Sigma Planning | 15k | $388k | 0% | Sep 2025 |
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| Tyler-Stone Wealth Management | 13k | $304k | 0% | Jun 2025 |
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| Regal Investment Advisors | 11k | $291k | 100% | Sep 2025 |
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| Act Wealth Management | 11k | $277k | 100% | Sep 2025 |
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| Equitable Holdings | 10k | $267k | 100% | Sep 2025 |
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| Ausdal Financial Partners | 10k | $265k | 100% | Sep 2025 |
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| Sloy Dahl & Holst | 9.9k | $257k | 2% | Sep 2025 |
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| Fiscal Wisdom Wealth Management | 8.8k | $227k | 100% | Sep 2025 |
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| Quantinno Capital Management | 8.7k | $228k | 100% | Sep 2025 |
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| Bank of New York Mellon | 8.7k | $227k | 0% | Sep 2025 |
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| Mml Investors Services | 8.1k | $211k | 100% | Sep 2025 |
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| Able Wealth Management | 8.0k | $207k | 100% | Sep 2025 |
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| Genesis Private Wealth | 7.8k | $203k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 5.5k | $142k | 0% | Sep 2025 |
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| Advisory Services Network | 1.6k | $41k | 100% | Sep 2025 |
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| Advisors Preferred | 1.5k | $39k | 100% | Sep 2025 |
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| Private Trust Co Na | 622.00 | $16k | 0% | Sep 2025 |
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| SRS Capital Advisors | 588.00 | $15k | 100% | Sep 2025 |
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| Rockefeller Capital Management | 430.00 | $11k | 100% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 355.00 | $9.2k | 100% | Sep 2025 |
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| Royal Bank of Canada | 332.00 | $9.0k | 0% | Sep 2025 |
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| Parallel Advisors | 208.00 | $5.4k | 0% | Sep 2025 |
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| New Millennium Group | 1.00 | $17.000000 | 0% | Sep 2025 |
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Who sold out of Convergence Long/short Equity Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Belpointe Asset Management | Jun 2025 | 154k | $3.6M |
| Jane Street | Jun 2025 | 81k | $1.9M |
| UBS Group | Jun 2025 | 33k | $781k |
| Insight Wealth Strategies | Jun 2025 | 23k | $532k |
| Atria Wealth Solutions | Mar 2025 | 19k | $403k |
| Nova Wealth Management | Jun 2025 | 553.00 | $13k |