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 |
|---|---|---|---|---|---|
| LPL Financial | 1.3M | $46M | 89% | Jun 2026 |
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| Envestnet Asset Management | 903k | $31M | 114% | Jun 2026 |
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| Rockefeller Capital Management | 889k | $30M | 65% | Jun 2026 |
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| Flagship Harbor Advisors | 825k | $28M | 8% | Jun 2026 |
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| Janney Montgomery Scott | 578k | $20M | 32% | Jun 2026 |
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| Riverwater Partners | 509k | $17M | -3% | Jun 2026 |
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| Liberty Square Wealth Partners | 429k | $15M | 11% | Jun 2026 |
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| Park Avenue Securities | 417k | $14M | 151% | Jun 2026 |
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| Redhawk Wealth Advisors | 382k | $13M | 736% | Jun 2026 |
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| Tactive Advisors | 365k | $13M | 42% | Jun 2026 |
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| Cottonwood Capital Advisors | 361k | $12M | 4% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 338k | $12M | 100% | Jun 2026 |
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| HighTower Advisors | 325k | $11M | 4% | Jun 2026 |
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| Royal Bank of Canada | 304k | $10M | 19435% | Jun 2026 |
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| Wealthcare Advisory Partners | 256k | $8.7M | 100% | Jun 2026 |
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| Sanctuary Advisors | 248k | $8.5M | 46% | Jun 2026 |
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| IFG Advisory | 221k | $7.6M | 100% | Jun 2026 |
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| Brookwood Investment Group | 198k | $6.7M | 25% | Jun 2026 |
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| Equitable Holdings | 193k | $6.6M | 242% | Jun 2026 |
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| Founders Financial Securities | 192k | $6.5M | 0% | Jun 2026 |
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| Global Retirement Partners | 185k | $6.3M | 52% | Jun 2026 |
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| Integrated Wealth Concepts | 159k | $5.4M | 187% | Jun 2026 |
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| Sowell Financial Services | 154k | $5.3M | -33% | Jun 2026 |
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| Stratos Wealth Advisors | 140k | $4.8M | 100% | Jun 2026 |
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| Accurate Wealth Management | 127k | $4.4M | -4% | Jun 2026 |
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| Creative Planning | 126k | $4.3M | -1% | Jun 2026 |
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| McAdam | 123k | $4.2M | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 93k | $3.2M | 0% | Jun 2026 |
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| Fifth Third Securities | 89k | $3.0M | 8% | Jun 2026 |
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| Elyxium Wealth | 89k | $3.0M | -1% | Jun 2026 |
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| WCG Wealth Advisors | 87k | $3.0M | 93% | Jun 2026 |
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| Richmond Investment Services | 80k | $2.7M | 327% | Jun 2026 |
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| Goss Wealth Management | 79k | $2.7M | 100% | Jun 2026 |
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| Stifel Financial | 78k | $2.7M | 46% | Jun 2026 |
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| Genesis Private Wealth | 69k | $2.3M | 32% | Jun 2026 |
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| Advisor Group Holdings | 59k | $2.0M | 58% | Jun 2026 |
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| HPM Partners | 57k | $1.9M | 100% | Jun 2026 |
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| Vima | 54k | $881k | 100% | Jun 2026 |
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| Guilbault Capital | 53k | $1.8M | 206% | Jun 2026 |
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| Cannon Wealth Management Services | 52k | $1.8M | 34% | Jun 2026 |
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| Per Stirling Capital Management | 50k | $1.7M | 0% | Jun 2026 |
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| Rps Advisory Solutions | 49k | $1.7M | 552% | Jun 2026 |
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| Vista Private Wealth Partners | 48k | $1.6M | 12% | Jun 2026 |
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| Empirical Asset Management | 47k | $1.6M | 6% | Jun 2026 |
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| Ausdal Financial Partners | 46k | $1.6M | 18% | Jun 2026 |
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| Fiscal Wisdom Wealth Management | 43k | $1.5M | 14% | Jun 2026 |
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| Mml Investors Services | 43k | $1.5M | 100% | Jun 2026 |
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| Foundations Investment Advisors | 43k | $1.4M | -4% | Jun 2026 |
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| Sigma Planning | 43k | $1.4M | 404% | Jun 2026 |
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| Worth Asset Management | 37k | $1.3M | 100% | Jun 2026 |
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| Operose Advisors | 37k | $1.3M | 0% | Jun 2026 |
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| White Knight Strategic Wealth Advisors | 36k | $1.2M | 100% | Jun 2026 |
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| International Assets Investment Management | 35k | $1.2M | 100% | Jun 2026 |
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| Kovack Advisors | 34k | $1.2M | 100% | Jun 2026 |
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| Castleview Partners | 34k | $1.2M | 100% | Jun 2026 |
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| Atria Investments | 34k | $1.2M | 69% | Jun 2026 |
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| Archford Capital Strategies | 33k | $1.1M | 0% | Jun 2026 |
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| Legacy Financial Advisors | 33k | $1.1M | 100% | Jun 2026 |
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| Cornerstone Planning Group | 30k | $1.0M | 3% | Jun 2026 |
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| Lodestar Private Asset Management | 29k | $988k | 12% | Jun 2026 |
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| Wealthcare Capital Partners | 28k | $961k | 100% | Jun 2026 |
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| Arkadios Wealth Advisors | 28k | $960k | 100% | Jun 2026 |
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| Signature Estate and Investment Advisors | 25k | $850k | 22% | Jun 2026 |
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| Creative Financial Designs | 24k | $824k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 23k | $775k | 177% | Jun 2026 |
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| Arq Wealth Advisors | 21k | $724k | 100% | Jun 2026 |
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| LaSalle St. Investment Advisors | 21k | $720k | 8% | Jun 2026 |
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| FLC Capital Advisors | 18k | $629k | 100% | Jun 2026 |
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| Runnymede Capital Advisors | 18k | $601k | 100% | Jun 2026 |
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| Act Wealth Management | 17k | $585k | 15% | Jun 2026 |
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| Apollon Wealth Management | 17k | $584k | 0% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 17k | $582k | 100% | Jun 2026 |
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| Cary Street Partners Financial | 15k | $511k | 100% | Jun 2026 |
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| XY Planning Network | 15k | $507k | 100% | Jun 2026 |
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| Avaii Wealth Management | 15k | $506k | 100% | Jun 2026 |
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| LLBH Private Wealth Management | 15k | $497k | 102% | Jun 2026 |
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| Cambridge Investment Research Advisors | 14k | $486k | 62% | Jun 2026 |
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| Regal Investment Advisors | 13k | $444k | 6% | Jun 2026 |
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| Private Advisor | 13k | $430k | 100% | Jun 2026 |
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| Oppenheimer & Co | 12k | $404k | 100% | Jun 2026 |
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| Branch Banking & Trust Company | 11k | $386k | 100% | Jun 2026 |
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| Able Wealth Management | 11k | $383k | 21% | Jun 2026 |
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| IFP Advisors | 11k | $377k | 2012% | Jun 2026 |
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| Atomi Financial Group | 11k | $369k | 100% | Jun 2026 |
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| Independent Financial Group | 10k | $341k | 100% | Jun 2026 |
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| Sloy Dahl & Holst | 9.9k | $337k | 0% | Jun 2026 |
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| Benjamin Edwards | 9.2k | $315k | 100% | Jun 2026 |
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| Advisory Services Network | 8.7k | $296k | 297% | Jun 2026 |
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| Thoroughbred Financial Services | 8.6k | $293k | 100% | Jun 2026 |
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| Verdence Capital Advisors | 8.6k | $293k | 100% | Jun 2026 |
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| Commerce Advisors | 8.2k | $280k | 0% | Jun 2026 |
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| Visionary Wealth Advisors | 7.1k | $244k | 100% | Jun 2026 |
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| Bank of New York Mellon | 6.8k | $233k | -41% | Jun 2026 |
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| Fortitude Advisory Group | 6.8k | $232k | 100% | Jun 2026 |
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| Great Valley Advisor Group | 6.6k | $225k | 100% | Jun 2026 |
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| Financeware | 6.5k | $221k | 100% | Jun 2026 |
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| Ethos Financial Group | 6.1k | $203k | 100% | Jun 2026 |
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| Western Wealth Management | 5.9k | $203k | 100% | Jun 2026 |
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| Partners Wealth Management | 5.9k | $203k | 100% | Jun 2026 |
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| Advisors Preferred | 4.2k | $141k | 168% | Jun 2026 |
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| Hanson McClain Advisors | 3.2k | $108k | -42% | Jun 2026 |
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| Cassaday & Co Wealth Management | 1.7k | $58k | 0% | Jun 2026 |
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| Wells Fargo & Company | 1.2k | $0 | -53% | Jun 2026 |
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| SRS Capital Advisors | 828.00 | $28k | 590% | Jun 2026 |
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| TD Capital Management | 700.00 | $24k | 0% | Jun 2026 |
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| Private Trust Co Na | 622.00 | $21k | 0% | Jun 2026 |
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| Archer Investment Corp | 480.00 | $16k | 100% | Jun 2026 |
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| Harbour Investments | 350.00 | $12k | 40% | Jun 2026 |
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| Farther Finance Advisors | 287.00 | $9.8k | 100% | Jun 2026 |
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| Parallel Advisors | 208.00 | $7.1k | 0% | Jun 2026 |
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| Institute For Wealth Management | 179.00 | $6.1k | 100% | Jun 2026 |
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| Davidson Capital Management | 138.00 | $4.7k | 94% | Jun 2026 |
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| Geneos Wealth Management | 135.00 | $4.6k | -41% | Jun 2026 |
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| Morgan Stanley | 2.00 | $57.000000 | 100% | Mar 2026 |
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Who sold out of Convergence Long/short Equity Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Commonwealth Equity Services | Mar 2026 | 280k | $7.9M |
| Susquehanna International | Mar 2026 | 12k | $346k |
| SeaCrest Wealth Management | Mar 2026 | 8.3k | $234k |
| SageView Advisory Group | Dec 2025 | 500.00 | $14k |