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 | 763k | $22M | 8% | Mar 2026 |
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| LPL Financial | 707k | $20M | 2% | Mar 2026 |
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| Rockefeller Capital Management | 539k | $15M | 217% | Mar 2026 |
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| Riverwater Partners | 525k | $15M | 2% | Mar 2026 |
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| Janney Montgomery Scott | 438k | $12M | 25% | Mar 2026 |
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| Envestnet Asset Management | 423k | $12M | 71% | Mar 2026 |
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| Liberty Square Wealth Partners | 387k | $11M | 23% | Mar 2026 |
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| Cottonwood Capital Advisors | 347k | $9.8M | 2% | Mar 2026 |
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| HighTower Advisors | 311k | $8.8M | 1342% | Mar 2026 |
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| Commonwealth Equity Services | 280k | $7.9M | 100% | Mar 2026 |
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| Tactive Advisors | 257k | $7.2M | 15% | Mar 2026 |
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| Sowell Financial Services | 231k | $6.5M | 2% | Mar 2026 |
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| Founders Financial Securities | 192k | $5.8M | 100% | Mar 2026 |
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| Sanctuary Advisors | 170k | $4.8M | 223% | Mar 2026 |
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| Park Avenue Securities | 166k | $4.7M | 40% | Mar 2026 |
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| Brookwood Investment Group | 159k | $4.5M | 100% | Mar 2026 |
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| Accurate Wealth Management | 133k | $4.0M | -15% | Mar 2026 |
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| Creative Planning | 128k | $3.6M | 0% | Mar 2026 |
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| Global Retirement Partners | 122k | $3.3M | 2% | Dec 2025 |
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| Mariner Wealth Advisors | 93k | $2.6M | -1% | Mar 2026 |
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| Elyxium Wealth | 90k | $2.5M | -18% | Mar 2026 |
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| Fifth Third Securities | 82k | $2.3M | -3% | Mar 2026 |
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| Equitable Holdings | 56k | $1.5M | 78% | Mar 2026 |
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| Integrated Wealth Concepts | 55k | $1.6M | 100% | Mar 2026 |
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| Stifel Financial | 53k | $1.5M | 100% | Mar 2026 |
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| Genesis Private Wealth | 52k | $1.5M | 28% | Mar 2026 |
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| Per Stirling Capital Management | 50k | $1.4M | 100% | Mar 2026 |
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| Redhawk Wealth Advisors | 46k | $1.3M | 100% | Mar 2026 |
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| WCG Wealth Advisors | 45k | $1.3M | 32% | Mar 2026 |
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| Empirical Asset Management | 45k | $1.3M | 5% | Mar 2026 |
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| Foundations Investment Advisors | 44k | $1.2M | 13% | Mar 2026 |
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| Vista Private Wealth Partners | 43k | $1.4M | 100% | Mar 2026 |
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| Ausdal Financial Partners | 39k | $1.1M | 256% | Mar 2026 |
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| Cannon Wealth Management Services | 38k | $1.1M | 16% | Mar 2026 |
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| Fiscal Wisdom Wealth Management | 38k | $1.1M | 116% | Mar 2026 |
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| Operose Advisors | 37k | $1.0M | 0% | Mar 2026 |
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| Archford Capital Strategies | 33k | $936k | 3% | Mar 2026 |
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| Cornerstone Planning Group | 29k | $933k | 100% | Mar 2026 |
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| Lodestar Private Asset Management | 26k | $728k | 14% | Mar 2026 |
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| Signature Estate and Investment Advisors | 20k | $574k | 127% | Mar 2026 |
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| Atria Investments | 20k | $563k | -19% | Mar 2026 |
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| LaSalle St. Investment Advisors | 20k | $552k | 7% | Mar 2026 |
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| Richmond Investment Services | 19k | $530k | 100% | Mar 2026 |
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| Guilbault Capital | 17k | $486k | 100% | Mar 2026 |
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| Apollon Wealth Management | 17k | $482k | 0% | Mar 2026 |
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| Act Wealth Management | 15k | $418k | 3% | Mar 2026 |
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| Regal Investment Advisors | 12k | $320k | 5% | Dec 2025 |
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| Bank of New York Mellon | 12k | $324k | 32% | Mar 2026 |
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| LLBH Private Wealth Management | 11k | $290k | 100% | Dec 2025 |
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| Sloy Dahl & Holst | 9.9k | $278k | 0% | Mar 2026 |
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| Able Wealth Management | 9.3k | $262k | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 8.8k | $247k | 100% | Mar 2026 |
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| Sigma Planning | 8.4k | $237k | -25% | Mar 2026 |
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| SeaCrest Wealth Management | 8.3k | $234k | 8% | Mar 2026 |
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| Steward Partners Investment Advisory | 8.2k | $231k | 763% | Mar 2026 |
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| Commerce Advisors | 8.2k | $231k | 100% | Mar 2026 |
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| Rps Advisory Solutions | 7.5k | $212k | -80% | Mar 2026 |
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| Hanson McClain Advisors | 5.5k | $149k | 0% | Dec 2025 |
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| Western Wealth Management | 4.6k | $129k | 100% | Mar 2026 |
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| Wells Fargo & Company | 2.4k | $69k | 7% | Mar 2026 |
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| Cassaday & Co Wealth Management | 1.7k | $48k | 100% | Mar 2026 |
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| Advisors Preferred | 1.6k | $45k | 664% | Mar 2026 |
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| Royal Bank of Canada | 1.6k | $43k | 368% | Mar 2026 |
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| TD Capital Management | 700.00 | $20k | 100% | Mar 2026 |
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| Private Trust Co Na | 622.00 | $18k | 0% | Mar 2026 |
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| IFP Advisors | 523.00 | $15k | 100% | Mar 2026 |
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| SageView Advisory Group | 500.00 | $14k | 100% | Dec 2025 |
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| Harbour Investments | 250.00 | $7.0k | -99% | Mar 2026 |
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| Geneos Wealth Management | 229.00 | $6.4k | 100% | Mar 2026 |
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| Parallel Advisors | 208.00 | $5.9k | 0% | Mar 2026 |
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| SRS Capital Advisors | 120.00 | $3.4k | -80% | Mar 2026 |
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| Davidson Capital Management | 71.00 | $2.0k | 100% | Mar 2026 |
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| Morgan Stanley | 2.00 | $57.000000 | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 292k | $8.1M |
| Mml Investors Services | Dec 2025 | 18k | $497k |
| Belpointe Asset Management | Dec 2025 | 11k | $301k |
| Heck Capital Advisors | Dec 2025 | 11k | $292k |
| Advisory Services Network | Sep 2025 | 1.6k | $41k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 355.00 | $9.7k |