Convergence Long/Short EqyCLSEETF
13F holders, Q2 2026 (June 30)116holders +42
43new positions
3sold out
$34.06avg. 13F price*
At the end of Q2 2026, 116 institutions reported holding Convergence Long/Short Eqy (CLSE) in their 13F filings, up 42 from Q1 2026. 43 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($45.5M), Envestnet Asset Management Inc. ($30.8M) and Rockefeller Capital Management L.P. ($30.3M).
- Company
- Convergence Long/Short Eqy
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q2 2026)
- CUSIP
- 89834G760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $51.6M |
| Exits | 3 | $8.5M |
All 13F filers, Q1 2026 → Q2 2026: 4,989,605 shares bought and 456,574 shares sold, net +4,533,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| LPL Financial LLC | 0.01% | Add +88.8% | 1,333,802 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +113.7% | 903,081 | $30.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +65.0% | 889,014 | $30.3M |
| Flagship Harbor Advisors, LLC | 1.08% | Add +8.2% | 825,375 | $28.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +31.8% | 577,593 | $19.7M |
| Riverwater Partners LLC | 5.16% | Reduce -2.9% | 509,397 | $17.4M |
| Liberty Square Wealth Partners LLC | 3.49% | Add +10.8% | 428,793 | $14.6M |
| Park Avenue Securities LLC | 0.09% | Add +151.0% | 416,634 | $14.2M |
| Redhawk Wealth Advisors, Inc. | 1.29% | Add +736.4% | 382,186 | $13.0M |
| Tactive Advisors, LLC | 3.07% | Add +42.0% | 365,074 | $12.5M |
| Cottonwood Capital Advisors, LLC | 7.43% | Add +4.2% | 361,235 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -12.0% | 337,647 | $11.5M |
| HighTower Advisors, LLC | 0.01% | Add +4.3% | 324,501 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +19435.3% | 303,774 | $10.4M |
| Wealthcare Advisory Partners LLC | 0.17% | New | 255,919 | $8.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +45.9% | 248,343 | $8.5M |
| IFG Advisory, LLC | 0.26% | New | 221,298 | $7.6M |
| Brookwood Investment Group LLC | 0.78% | Add +24.6% | 197,486 | $6.7M |
| Equitable Holdings, Inc. | 0.04% | Add +242.1% | 192,536 | $6.6M |
| Founders Financial Securities LLC | 0.34% | Add +0.1% | 191,809 | $6.5M |
| Global Retirement Partners, LLC | 0.10% | — | 185,348 | $6.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +187.3% | 159,221 | $5.4M |
| Sowell Financial Services LLC | 0.17% | Reduce -33.2% | 154,189 | $5.3M |
| Stratos Wealth Advisors, LLC | 0.26% | New | 139,621 | $4.8M |
| Accurate Wealth Management, LLC | 0.42% | Reduce -4.3% | 127,376 | $4.4M |
| Creative Planning | 0.00% | Reduce -1.1% | 126,169 | $4.3M |
| McAdam, LLC | 0.16% | New | 123,024 | $4.2M |
| Mariner, LLC | 0.00% | No change | 92,800 | $3.2M |
| Fifth Third Securities, Inc. | 0.17% | Add +8.2% | 88,759 | $3.0M |
| Elyxium Wealth, LLC | 0.32% | Reduce -1.2% | 88,590 | $3.0M |
| WCG Wealth Advisors LLC | 0.07% | Add +93.5% | 86,788 | $3.0M |
| Richmond Investment Services, LLC | 0.87% | Add +326.7% | 80,356 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | New | 78,822 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +45.8% | 77,712 | $2.7M |
| Genesis Private Wealth, LLC | 0.66% | Add +32.5% | 68,665 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +58.0% | 58,925 | $2.0M |
| Cerity Partners LLC | 0.00% | New | 57,117 | $1.9M |
| Guilbault Capital LLC | 1.81% | Add +205.6% | 52,756 | $1.8M |
| Cannon Wealth Management Services, LLC | 0.96% | Add +34.3% | 51,478 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.16% | No change | 50,002 | $1.7M |
| RPS Advisory Solutions LLC | 1.11% | Add +551.8% | 49,142 | $1.7M |
| Fig Financial Advisory Services Inc. | 0.97% | New | 48,722 | $1.7M |
| Denver PWM, LLC | 0.53% | Add +12.4% | 48,283 | $1.6M |
| Empirical Asset Management, LLC | 0.36% | Add +6.1% | 47,217 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +18.0% | 46,164 | $1.6M |
| Fiscal Wisdom Wealth Management, LLC | 1.26% | Add +14.2% | 43,441 | $1.5M |
| MML Investors Services, LLC | 0.00% | New | 42,898 | $1.5M |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -3.9% | 42,473 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +404.2% | 42,453 | $1.4M |
| Worth Asset Management, LLC | 0.40% | New | 36,926 | $1.3M |
| Operose Advisors LLC | 0.24% | No change | 36,725 | $1.3M |
| White Knight Strategic Wealth Advisors, LLC | 0.86% | New | 36,007 | $1.2M |
| International Assets Investment Management, LLC | 0.07% | New | 34,930 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | New | 34,018 | $1.2M |
| Castleview Partners, LLC | 0.51% | New | 33,845 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +69.0% | 33,795 | $1.2M |
| Archford Capital Strategies, LLC | 0.12% | No change | 33,276 | $1.1M |
| Legacy Financial Advisors, Inc. | 0.14% | New | 32,586 | $1.1M |
| Cornerstone Planning Group LLC | 0.13% | Add +2.9% | 30,044 | $1.0M |
| Lodestar Private Asset Management LLC | 0.09% | Add +11.9% | 28,955 | $988K |
| Wealthcare Capital Partners, LLC | 0.40% | New | 28,162 | $961K |
| Arkadios Wealth Advisors | 0.01% | New | 28,122 | $960K |
| Vima LLC | 0.88% | — | 53,771 | $881K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +22.1% | 24,904 | $850K |
| Creative Financial Designs Inc. | 0.04% | New | 24,147 | $824K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +176.8% | 22,700 | $775K |
| Arq Wealth Advisors, LLC | 0.09% | New | 21,174 | $724K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +7.6% | 21,105 | $720K |
| FLC Capital Advisors | 0.10% | New | 18,417 | $629K |
| Runnymede Capital Advisors, Inc. | 0.36% | New | 17,605 | $601K |
| Act Wealth Management, LLC | 0.17% | Add +15.4% | 17,151 | $585K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.2% | 17,106 | $584K |
| Brown Advisory Inc. | 0.00% | New | 17,054 | $582K |
| Cary Street Partners Financial LLC | 0.01% | New | 14,961 | $511K |
| XY Planning Network, Inc. | 0.06% | New | 14,855 | $507K |
| Avaii Wealth Management, LLC | 0.15% | New | 14,830 | $506K |
| Coastal Bridge Advisors, LLC | 0.03% | Add +101.8% | 14,551 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +62.2% | 14,231 | $486K |
| Regal Investment Advisors LLC | 0.02% | Add +6.4% | 13,020 | $444K |
| Private Advisor Group, LLC | 0.00% | New | 12,588 | $430K |
| Oppenheimer & Co. Inc. | 0.00% | New | 11,840 | $404K |
| Truist Financial Corp. | 0.00% | New | 11,317 | $386K |
| Able Wealth Management LLC | 0.09% | Add +20.7% | 11,223 | $383K |
| IFP Advisors, Inc | 0.01% | Add +2011.8% | 11,045 | $377K |
| Compound Planning, Inc. | 0.01% | New | 10,797 | $369K |
| Independent Financial Group, LLC | 0.01% | New | 9,988 | $341K |
| Sloy Dahl & Holst, LLC | 0.04% | No change | 9,870 | $337K |
| Benjamin Edwards Inc. | 0.00% | New | 9,213 | $314K |
| Advisory Services Network, LLC | 0.00% | Add +297.4% | 8,663 | $296K |
| Verdence Capital Advisors LLC | 0.02% | New | 8,589 | $293K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 8,600 | $293K |
| Commerce Advisors, LLC | 0.15% | No change | 8,200 | $280K |
| PlanVest Financial, Inc | 0.16% | New | 7,144 | $244K |
| Visionary Wealth Advisors | 0.01% | New | 7,143 | $244K |
| Bank of New York Mellon Corp | 0.00% | Reduce -40.7% | 6,833 | $233K |
| Fortitude Advisory Group L.L.C. | 0.09% | New | 6,806 | $232K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 6,591 | $225K |
| Wealthcare Capital Management LLC | 0.02% | New | 6,466 | $221K |
| Western Wealth Management, LLC | 0.01% | New | 5,949 | $203K |
| Partners Wealth Management, LLC | 0.20% | New | 5,940 | $203K |
"% of holder's portfolio" is CLSE's weight in each manager's 13F, not the share of Convergence Long/Short Eqy the manager owns.