Convergence Long/Short EqyCLSEETF
13F holders, Q1 2025 (March 31)43holders −1
7new positions
8sold out
1famous investor
$21.59avg. 13F price*
At the end of Q1 2025, 43 institutions reported holding Convergence Long/Short Eqy (CLSE) in their 13F filings, down 1 from Q4 2024. 7 opened new positions and 8 sold out. The largest holders were LPL Financial LLC ($13.4M), Flagship Harbor Advisors, LLC ($13.3M) and Riverwater Partners LLC ($11.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Convergence Long/Short Eqy
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q1 2025)
- CUSIP
- 89834G760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.0M |
| Exits | 8 | $63.7M |
All 13F filers, Q4 2024 → Q1 2025: 615,166 shares bought and 3,130,989 shares sold, net −2,515,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| LPL Financial LLC | 0.01% | Reduce -14.0% | 619,408 | $13.4M |
| Flagship Harbor Advisors, LLC | 0.70% | Add +15.3% | 614,743 | $13.3M |
| Riverwater Partners LLC | 5.77% | Reduce -8.1% | 520,106 | $11.2M |
| Cottonwood Capital Advisors, LLC | 5.34% | Add +1.8% | 335,932 | $7.3M |
| Good Life Advisors, LLC | 0.30% | Add +24.4% | 198,848 | $4.3M |
| Accurate Wealth Management, LLC | 0.70% | Add +134.7% | 173,622 | $3.7M |
| Creative Planning | 0.00% | Reduce -14.0% | 125,610 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -40.9% | 117,335 | $2.5M |
| Archford Capital Strategies, LLC | 0.36% | Add +140.2% | 113,408 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -0.5% | 97,947 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.1% | 82,756 | $1.8M |
| UBS Group AG | 0.00% | Add +149.2% | 81,307 | $1.8M |
| Advisor Resource Council | 0.09% | New | 52,153 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +206.3% | 47,875 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Add +28.0% | 45,601 | $985K |
| Jane Street Group, LLC | 0.00% | New | 42,417 | $917K |
| Operose Advisors LLC | 0.26% | New | 36,725 | $794K |
| Elyxium Wealth, LLC | 0.31% | Add +24.7% | 32,111 | $694K |
| Foundations Investment Advisors, LLC | 0.01% | Add +93.0% | 28,391 | $614K |
| Insight Wealth Strategies, LLC | 0.08% | No change | 26,887 | $581K |
| Sigma Planning Corp | 0.02% | Reduce -68.3% | 24,623 | $532K |
| Harbour Investments, Inc. | 0.01% | Add +144.5% | 22,620 | $489K |
| Heck Capital Advisors, LLC | 0.05% | No change | 19,991 | $432K |
| Brookstone Capital Management | 0.01% | Reduce -18.1% | 18,956 | $410K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +47.0% | 18,658 | $403K |
| Lodestar Private Asset Management LLC | 0.05% | Reduce -21.0% | 18,395 | $398K |
| HRT Financial LP | 0.00% | New | 18,027 | $389K |
| Wealthedge Investment Advisors, LLC | 0.18% | Add +40.3% | 17,970 | $388K |
| Citadel Advisors | 0.00% | New | 16,955 | $366K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -51.0% | 15,973 | $345K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 13,664 | $295K |
| Tyler-Stone Wealth Management | 0.05% | No change | 13,024 | $281K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.2% | 12,204 | $264K |
| Regal Investment Advisors LLC | 0.02% | New | 10,110 | $218K |
| LaSalle St. Investment Advisors, LLC | 0.05% | New | 9,957 | $215K |
| Sloy Dahl & Holst, LLC | 0.04% | Add +4.7% | 9,435 | $204K |
| Allworth Financial LP | 0.00% | Reduce -15.5% | 5,459 | $117K |
| Principal Securities, Inc. | 0.00% | Add +16.8% | 1,167 | $27K |
| Cwm, LLC | 0.00% | No change | 1,000 | $22K |
| Private Trust Co. NA | 0.00% | No change | 622 | $13K |
| Royal Bank of Canada | 0.00% | No change | 332 | $7K |
| Parallel Advisors, LLC | 0.00% | No change | 208 | $4K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 51 | $1K |
"% of holder's portfolio" is CLSE's weight in each manager's 13F, not the share of Convergence Long/Short Eqy the manager owns.