Who owns CONVERGENCE LONG/SHORT EQUITY ETF?
- Ticker: CLSE
- CUSIP Number: 89834g760
Tip: Access positions for across all investors
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 | 706k | $19M | 4% | Dec 2025 |
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| LPL Financial | 696k | $19M | 14% | Dec 2025 |
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| Riverwater Partners | 516k | $14M | 0% | Dec 2025 |
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| Janney Montgomery Scott | 352k | $9.6M | 338% | Dec 2025 |
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| Cottonwood Capital Advisors | 340k | $9.3M | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 292k | $8.1M | 24% | Dec 2025 |
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| Envestnet Asset Management | 247k | $6.8M | 34% | Dec 2025 |
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| Sowell Financial Services | 226k | $6.2M | 7% | Dec 2025 |
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| Tactive Advisors | 223k | $6.1M | -4% | Dec 2025 |
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| Rockefeller Capital Management | 168k | $4.6M | 38911% | Dec 2025 |
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| Liberty Square Wealth Partners | 161k | $4.2M | 630% | Sep 2025 |
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| Accurate Wealth Management | 156k | $4.3M | -2% | Dec 2025 |
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| Creative Planning | 128k | $3.5M | 0% | Dec 2025 |
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| Global Retirement Partners | 122k | $3.3M | 2% | Dec 2025 |
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| Park Avenue Securities | 119k | $3.2M | 52% | Dec 2025 |
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| Elyxium Wealth | 110k | $3.0M | 5% | Dec 2025 |
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| Mariner Wealth Advisors | 94k | $2.6M | 0% | Dec 2025 |
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| Fifth Third Securities | 85k | $2.3M | 0% | Dec 2025 |
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| Sanctuary Advisors | 53k | $1.4M | 285% | Dec 2025 |
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| Empirical Asset Management | 42k | $1.2M | 41% | Dec 2025 |
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| Genesis Private Wealth | 40k | $1.1M | 420% | Dec 2025 |
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| Foundations Investment Advisors | 39k | $1.1M | 20% | Dec 2025 |
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| Rps Advisory Solutions | 37k | $1.0M | 22% | Dec 2025 |
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| Harbour Investments | 37k | $1.0M | 7% | Dec 2025 |
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| Operose Advisors | 37k | $956k | 0% | Sep 2025 |
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| WCG Wealth Advisors | 34k | $930k | 100% | Dec 2025 |
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| Cannon Wealth Management Services | 33k | $906k | 66% | Dec 2025 |
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| Archford Capital Strategies | 32k | $885k | -17% | Dec 2025 |
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| Equitable Holdings | 32k | $863k | 208% | Dec 2025 |
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| Atria Investments | 25k | $675k | 100% | Dec 2025 |
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| LaSalle St. Investment Advisors | 23k | $594k | 18% | Sep 2025 |
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| Lodestar Private Asset Management | 23k | $620k | 39% | Dec 2025 |
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| HighTower Advisors | 22k | $590k | 100% | Dec 2025 |
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| Mml Investors Services | 18k | $497k | 124% | Dec 2025 |
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| Fiscal Wisdom Wealth Management | 18k | $481k | 100% | Dec 2025 |
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| Apollon Wealth Management | 17k | $468k | 4% | Dec 2025 |
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| Act Wealth Management | 14k | $393k | 35% | Dec 2025 |
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| Regal Investment Advisors | 12k | $320k | 5% | Dec 2025 |
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| Sigma Planning | 11k | $307k | -25% | Dec 2025 |
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| Belpointe Asset Management | 11k | $301k | 100% | Dec 2025 |
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| Ausdal Financial Partners | 11k | $300k | 8% | Dec 2025 |
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| Heck Capital Advisors | 11k | $292k | -47% | Dec 2025 |
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| LLBH Private Wealth Management | 11k | $290k | 100% | Dec 2025 |
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| Sloy Dahl & Holst | 9.9k | $270k | 0% | Dec 2025 |
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| Able Wealth Management | 9.3k | $255k | 17% | Dec 2025 |
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| Signature Estate and Investment Advisors | 9.0k | $246k | 100% | Dec 2025 |
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| Bank of New York Mellon | 8.7k | $238k | 0% | Dec 2025 |
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| SeaCrest Wealth Management | 7.7k | $214k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 5.5k | $149k | 0% | Dec 2025 |
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| Wells Fargo & Company | 2.3k | $62k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 950.00 | $26k | 100% | Dec 2025 |
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| Private Trust Co Na | 622.00 | $17k | 0% | Dec 2025 |
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| SRS Capital Advisors | 588.00 | $16k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 355.00 | $9.7k | 0% | Dec 2025 |
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| Royal Bank of Canada | 332.00 | $9.0k | 0% | Sep 2025 |
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| Parallel Advisors | 208.00 | $5.7k | 0% | Dec 2025 |
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| Advisors Preferred | 207.00 | $5.7k | -86% | Dec 2025 |
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| New Millennium Group | 1.00 | $18.000000 | 0% | Dec 2025 |
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Who sold out of Convergence Long/short Equity Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Integrated Wealth Concepts | Sep 2025 | 51k | $1.3M |
| Quantinno Capital Management | Sep 2025 | 8.7k | $228k |
| Advisory Services Network | Sep 2025 | 1.6k | $41k |