CLSE institutional holders

TRUST FOR PRFSSNL ETF MANAGERS CONVERGENCE LONG/SHORT EQUITY · 13F, 2026Q2

Managers holding116
Shares held12,598,494
Reported value$429.1m
Quarter flows45 new, 48 added, 12 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC1,333,802$45.5m0.0%
ENVESTNET ASSET MANAGEMENT INC903,081$30.8m0.0%
Rockefeller Capital Management L.P.889,014$30.3m0.0%
FLAGSHIP HARBOR ADVISORS, LLC825,375$28.2m1.1%
Janney Montgomery Scott LLC577,593$19.7m0.0%
Riverwater Partners LLC509,397$17.4m5.2%
LIBERTY SQUARE WEALTH PARTNERS LLC428,793$14.6m3.5%
PARK AVENUE SECURITIES LLC416,634$14.2m0.1%
Redhawk Wealth Advisors, Inc.382,186$13.0m1.3%
Tactive Advisors, LLC365,074$12.5m3.1%
COTTONWOOD CAPITAL ADVISORS, LLC361,235$12.3m7.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC337,647$11.5m0.0%
HighTower Advisors, LLC324,501$11.1m0.0%
ROYAL BANK OF CANADA303,774$10.4m0.0%
Wealthcare Advisory Partners LLC255,919$8.7m0.2%
Sanctuary Advisors, LLC248,343$8.5m0.0%
IFG Advisory, LLC221,298$7.6m0.3%
Brookwood Investment Group LLC197,486$6.7m0.8%
Equitable Holdings, Inc.192,536$6.6m0.0%
FOUNDERS FINANCIAL SECURITIES LLC191,809$6.5m0.3%
Global Retirement Partners, LLC185,348$6.3m0.1%
Integrated Wealth Concepts LLC159,216$5.4m0.0%
Sowell Financial Services LLC154,189$5.3m0.2%
Stratos Wealth Advisors, LLC139,621$4.8m0.3%
Accurate Wealth Management, LLC127,376$4.4m0.4%

Every holder, line by line, and the full history since 2013: yf.Client().holders("CLSE"). CLSE price history · All 13F data

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