Convergence Long/Short EqyCLSEETF
13F holders, Q1 2026 (March 31)74holders +13
19new positions
5sold out
$28.28avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding Convergence Long/Short Eqy (CLSE) in their 13F filings, up 13 from Q4 2025. 19 opened new positions and 5 sold out. The largest holders were Flagship Harbor Advisors, LLC ($21.5M), LPL Financial LLC ($19.9M) and Rockefeller Capital Management L.P. ($15.2M).
- Company
- Convergence Long/Short Eqy
- Filed as
- TRUST FOR PROFESSIONAL MANAG (Q1 2026)
- CUSIP
- 89834G760
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $27.6M |
| Exits | 5 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 2,492,336 shares bought and 165,720 shares sold, net +2,326,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Flagship Harbor Advisors, LLC | 0.94% | Add +8.1% | 762,790 | $21.5M |
| LPL Financial LLC | 0.01% | Add +1.5% | 706,548 | $19.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +217.5% | 538,711 | $15.2M |
| Riverwater Partners LLC | 4.92% | Add +1.7% | 524,596 | $14.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +24.6% | 438,249 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +70.8% | 422,524 | $11.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +31.2% | 383,513 | $11.0M |
| Liberty Square Wealth Partners LLC | 3.04% | Add +23.1% | 387,131 | $10.9M |
| Cottonwood Capital Advisors, LLC | 6.88% | Add +2.1% | 346,769 | $9.8M |
| HighTower Advisors, LLC | 0.01% | Add +1341.6% | 311,090 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | New | 279,950 | $7.9M |
| Tactive Advisors, LLC | 2.04% | Add +15.3% | 257,109 | $7.2M |
| Sowell Financial Services LLC | 0.24% | Add +2.0% | 230,722 | $6.5M |
| Founders Financial Securities LLC | 0.33% | New | 191,637 | $5.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +223.5% | 170,232 | $4.8M |
| Park Avenue Securities LLC | 0.04% | Add +40.1% | 166,019 | $4.7M |
| Brookwood Investment Group LLC | 0.57% | New | 158,489 | $4.5M |
| Accurate Wealth Management, LLC | 0.48% | Reduce -14.7% | 133,134 | $4.0M |
| Creative Planning | 0.00% | No change | 127,619 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -0.8% | 92,800 | $2.6M |
| Elyxium Wealth, LLC | 0.81% | Reduce -18.4% | 89,682 | $2.5M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -3.4% | 82,045 | $2.3M |
| Integrated Wealth Concepts LLC | 0.01% | New | 55,413 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +78.3% | 56,279 | $1.5M |
| Stifel Financial Corp. | 0.00% | New | 53,285 | $1.5M |
| Genesis Private Wealth, LLC | 0.46% | Add +28.3% | 51,834 | $1.5M |
| Denver PWM, LLC | 0.49% | New | 42,939 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.16% | Add +99.9% | 50,002 | $1.4M |
| Redhawk Wealth Advisors, Inc. | 0.14% | New | 45,697 | $1.3M |
| WCG Wealth Advisors LLC | 0.04% | Add +31.8% | 44,854 | $1.3M |
| Empirical Asset Management, LLC | 0.33% | Add +4.9% | 44,516 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +12.9% | 44,198 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +256.1% | 39,135 | $1.1M |
| Cannon Wealth Management Services, LLC | 0.73% | Add +15.6% | 38,322 | $1.1M |
| Fiscal Wisdom Wealth Management, LLC | 1.03% | Add +116.1% | 38,049 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | New | 37,285 | $1.0M |
| Operose Advisors LLC | 0.24% | No change | 36,725 | $1.0M |
| Archford Capital Strategies, LLC | 0.11% | Add +2.8% | 33,276 | $936K |
| Cornerstone Planning Group LLC | 0.12% | New | 29,197 | $933K |
| Lodestar Private Asset Management LLC | 0.07% | Add +14.1% | 25,880 | $728K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +126.7% | 20,401 | $574K |
| Atria Investments, Inc | 0.01% | Reduce -19.0% | 19,999 | $563K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Add +7.5% | 19,620 | $552K |
| Richmond Investment Services, LLC | 0.09% | New | 18,830 | $530K |
| Guilbault Capital LLC | 0.53% | New | 17,264 | $486K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.1% | 17,135 | $482K |
| Act Wealth Management, LLC | 0.14% | Add +3.3% | 14,863 | $418K |
| Susquehanna International Group, LLP | 0.00% | New | 12,297 | $346K |
| Regal Investment Advisors LLC | 0.02% | Add +4.7% | 12,235 | $344K |
| Bank of New York Mellon Corp | 0.00% | Add +32.2% | 11,520 | $324K |
| Sloy Dahl & Holst, LLC | 0.04% | No change | 9,870 | $278K |
| Able Wealth Management LLC | 0.07% | Reduce -0.2% | 9,299 | $262K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,776 | $247K |
| Sigma Planning Corp | 0.01% | Reduce -25.0% | 8,420 | $237K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +8.1% | 8,309 | $234K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +763.4% | 8,202 | $231K |
| Commerce Advisors, LLC | 0.19% | — | 8,200 | $231K |
| RPS Advisory Solutions LLC | 0.12% | Reduce -79.8% | 7,540 | $212K |
| Coastal Bridge Advisors, LLC | 0.01% | Reduce -32.1% | 7,211 | $203K |
| Allworth Financial LP | 0.00% | No change | 5,459 | $154K |
| Wells Fargo & Company | 0.00% | Add +7.2% | 2,436 | $69K |
| Advisory Services Network, LLC | 0.00% | New | 2,180 | $61K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,697 | $48K |
| Advisors Preferred, LLC | 0.01% | Add +663.8% | 1,581 | $44K |
| Royal Bank of Canada | 0.00% | Add +368.4% | 1,555 | $43K |
| TD Capital Management LLC | 0.00% | New | 700 | $20K |
| Private Trust Co. NA | 0.00% | No change | 622 | $18K |
| IFP Advisors, Inc | 0.00% | New | 523 | $15K |
| Harbour Investments, Inc. | 0.00% | Reduce -99.3% | 250 | $7K |
| Geneos Wealth Management Inc. | 0.00% | New | 229 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 208 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -79.6% | 120 | $3K |
| Davidson Capital Management Inc. | 0.00% | New | 71 | $2K |
| Morgan Stanley | 0.00% | Add +100.0% | 2 | $57 |
"% of holder's portfolio" is CLSE's weight in each manager's 13F, not the share of Convergence Long/Short Eqy the manager owns.