Convergence Long/Short Equity ETF(CLSE)

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Convergence Long/Short Equity ETF(CLSE)

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CLSE(CLSE)

CLSE

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Institutional Ownership

Top 62 Institutional Holders

Holder	Shares	Date	Change	% Held
COMMONWEALTH EQUITY SERVICES, LLC	--	Jun 30, 26	-279.95K	--
SeaCrest Wealth Management, LLC	--	Jun 30, 26	-8.31K	--
LPL Financial LLC	706.55K	Mar 31, 26	+10.49K	6.11%
Rockefeller Capital Management L.P.	538.71K	Mar 31, 26	+369.02K	4.66%
Riverwater Partners LLC	524.60K	Mar 31, 26	+8.85K	4.53%
Janney Montgomery Scott LLC	438.25K	Mar 31, 26	+86.46K	3.79%
ENVESTNET ASSET MANAGEMENT INC	422.52K	Mar 31, 26	+175.11K	3.65%
LIBERTY SQUARE WEALTH PARTNERS LLC	387.13K	Mar 31, 26	+72.60K	3.35%
HighTower Advisors, LLC	311.09K	Mar 31, 26	+289.51K	2.69%
FOUNDERS FINANCIAL SECURITIES LLC	191.64K	Mar 31, 26	+191.64K	1.66%
Sanctuary Advisors, LLC	170.23K	Mar 31, 26	+117.61K	1.47%
Creative Planning	127.62K	Mar 31, 26	--	1.10%
Mariner, LLC	92.80K	Mar 31, 26	-706	0.80%
Elyxium Wealth, LLC	89.68K	Mar 31, 26	-20.27K	0.78%
Equitable Holdings, Inc.	56.28K	Mar 31, 26	+24.71K	0.49%
Integrated Wealth Concepts LLC	55.41K	Mar 31, 26	+55.41K	0.48%
STIFEL FINANCIAL CORP	53.28K	Mar 31, 26	+53.28K	0.46%
Per Stirling Capital Management, LLC.	50.00K	Mar 31, 26	+24.99K	0.43%
WCG Wealth Advisors LLC	44.85K	Mar 31, 26	+10.83K	0.39%
Empirical Asset Management, LLC	44.52K	Mar 31, 26	+2.07K	0.38%
Foundations Investment Advisors, LLC	44.20K	Mar 31, 26	+5.06K	0.38%
Vista Private Wealth Partners. LLC	42.94K	Mar 31, 26	+42.94K	0.37%
Ausdal Financial Partners, Inc.	39.13K	Mar 31, 26	+28.14K	0.34%
Cannon Wealth Management Services, LLC	38.32K	Mar 31, 26	+5.17K	0.33%
ADVISOR GROUP HOLDINGS, INC.	37.28K	Mar 31, 26	+37.28K	0.32%
Operose Advisors LLC	36.73K	Mar 31, 26	--	0.32%
Cornerstone Planning Group LLC	29.20K	Mar 31, 26	+29.20K	0.25%
LaSalle St. Investment Advisors, LLC	19.62K	Mar 31, 26	+1.36K	0.17%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	12.30K	Mar 31, 26	+12.30K	0.11%
Regal Investment Advisors LLC	12.23K	Mar 31, 26	+545	0.11%
Bank of New York Mellon Corp	11.52K	Mar 31, 26	+2.80K	0.10%
Sloy Dahl & Holst, LLC	9.87K	Mar 31, 26	--	0.09%
Sigma Planning Corp	8.42K	Mar 31, 26	-2.81K	0.07%
Steward Partners Investment Advisory, LLC	8.20K	Mar 31, 26	+7.25K	0.07%
RPS ADVISORY SOLUTIONS LLC	7.54K	Mar 31, 26	-29.87K	0.07%
Coastal Bridge Advisors, LLC	7.21K	Mar 31, 26	-3.42K	0.06%
Allworth Financial LP	5.46K	Mar 31, 26	--	0.05%
Western Wealth Management, LLC	4.59K	Mar 31, 26	+4.59K	0.04%
WELLS FARGO & COMPANY/MN	2.44K	Mar 31, 26	+164	0.02%
Advisory Services Network, LLC	2.18K	Mar 31, 26	+2.18K	0.02%
Cassaday & Co Wealth Management LLC	1.70K	Mar 31, 26	+1.70K	0.01%
Advisors Preferred, LLC	1.58K	Mar 31, 26	+1.37K	0.01%
ROYAL BANK OF CANADA	1.55K	Mar 31, 26	+1.22K	0.01%
TD Capital Management LLC	700	Mar 31, 26	+700	0.01%
PRIVATE TRUST CO NA	622	Mar 31, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	250	Mar 31, 26	-36.91K	0.00%
Geneos Wealth Management Inc.	229	Mar 31, 26	+229	0.00%
Parallel Advisors, LLC	208	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	120	Mar 31, 26	-468	0.00%
MORGAN STANLEY	2	Mar 31, 26	+1	0.00%
MML INVESTORS SERVICES, LLC	--	Mar 31, 26	-18.18K	--
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	--	Mar 31, 26	-355	--
Empowered Funds, LLC	--	Mar 31, 26	-616	--
Belpointe Asset Management LLC	--	Mar 31, 26	-11.01K	--
Global Retirement Partners, LLC	121.80K	Dec 31, 25	+2.83K	1.05%
SageView Advisory Group, LLC	500	Dec 31, 25	+500	0.00%
New Millennium Group LLC	1	Dec 31, 25	--	0.00%
Good Life Advisors, LLC	219.74K	Jun 30, 25	+20.89K	1.90%
Tyler-Stone Wealth Management	13.02K	Jun 30, 25	--	0.11%
Atria Wealth Solutions, Inc.	--	Jun 30, 25	-18.66K	--
GG Group Ventures, LLC	30.24K	Dec 31, 24	+7.36K	0.26%
First Capital Advisors Group, LLC.	1.92K	Jun 30, 23	+1.92K	0.02%

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Holder

Date

Change

% Held

COMMONWEALTH EQUITY SERVICES, LLC

Jun 30, 26

-279.95K

SeaCrest Wealth Management, LLC

Jun 30, 26

-8.31K

LPL Financial LLC

706.55K

Mar 31, 26

+10.49K

6.11%

Rockefeller Capital Management L.P.

538.71K

Mar 31, 26

+369.02K

4.66%

Riverwater Partners LLC

524.60K

Mar 31, 26

+8.85K

4.53%

Janney Montgomery Scott LLC

438.25K

Mar 31, 26

+86.46K

3.79%

ENVESTNET ASSET MANAGEMENT INC

422.52K

Mar 31, 26

+175.11K

3.65%

LIBERTY SQUARE WEALTH PARTNERS LLC

387.13K

Mar 31, 26

+72.60K

3.35%

HighTower Advisors, LLC

311.09K

Mar 31, 26

+289.51K

2.69%

FOUNDERS FINANCIAL SECURITIES LLC

191.64K

Mar 31, 26

+191.64K

1.66%

Sanctuary Advisors, LLC

170.23K

Mar 31, 26

+117.61K

1.47%

Creative Planning

127.62K

Mar 31, 26

1.10%

Mariner, LLC

92.80K

Mar 31, 26

-706

0.80%

Elyxium Wealth, LLC

89.68K

Mar 31, 26

-20.27K

0.78%

Equitable Holdings, Inc.

56.28K

Mar 31, 26

+24.71K

0.49%

Integrated Wealth Concepts LLC

55.41K

Mar 31, 26

+55.41K

0.48%

STIFEL FINANCIAL CORP

53.28K

Mar 31, 26

+53.28K

0.46%

Per Stirling Capital Management, LLC.

50.00K

Mar 31, 26

+24.99K

0.43%

WCG Wealth Advisors LLC

44.85K

Mar 31, 26

+10.83K

0.39%

Empirical Asset Management, LLC

44.52K

Mar 31, 26

+2.07K

0.38%

Foundations Investment Advisors, LLC

44.20K

Mar 31, 26

+5.06K

0.38%

Vista Private Wealth Partners. LLC

42.94K

Mar 31, 26

+42.94K

0.37%

Ausdal Financial Partners, Inc.

39.13K

Mar 31, 26

+28.14K

0.34%

Cannon Wealth Management Services, LLC

38.32K

Mar 31, 26

+5.17K

0.33%

ADVISOR GROUP HOLDINGS, INC.

37.28K

Mar 31, 26

+37.28K

0.32%

Operose Advisors LLC

36.73K

Mar 31, 26

0.32%

Cornerstone Planning Group LLC

29.20K

Mar 31, 26

+29.20K

0.25%

LaSalle St. Investment Advisors, LLC

19.62K

Mar 31, 26

+1.36K

0.17%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

12.30K

Mar 31, 26

+12.30K

0.11%

Regal Investment Advisors LLC

12.23K

Mar 31, 26

+545

0.11%

Bank of New York Mellon Corp

11.52K

Mar 31, 26

+2.80K

0.10%

Sloy Dahl & Holst, LLC

9.87K

Mar 31, 26

0.09%

Sigma Planning Corp

8.42K

Mar 31, 26

-2.81K

0.07%

Steward Partners Investment Advisory, LLC

8.20K

Mar 31, 26

+7.25K

0.07%

RPS ADVISORY SOLUTIONS LLC

7.54K

Mar 31, 26

-29.87K

0.07%

Coastal Bridge Advisors, LLC

7.21K

Mar 31, 26

-3.42K

0.06%

Allworth Financial LP

5.46K

Mar 31, 26

0.05%

Western Wealth Management, LLC

4.59K

Mar 31, 26

+4.59K

0.04%

WELLS FARGO & COMPANY/MN

2.44K

Mar 31, 26

+164

0.02%

Advisory Services Network, LLC

2.18K

Mar 31, 26

+2.18K

0.02%

Cassaday & Co Wealth Management LLC

1.70K

Mar 31, 26

+1.70K

0.01%

Advisors Preferred, LLC

1.58K

Mar 31, 26

+1.37K

0.01%

ROYAL BANK OF CANADA

1.55K

Mar 31, 26

+1.22K

0.01%

TD Capital Management LLC

700

Mar 31, 26

+700

0.01%

PRIVATE TRUST CO NA

622

Mar 31, 26

0.01%

HARBOUR INVESTMENTS, INC.

250

Mar 31, 26

-36.91K

0.00%

Geneos Wealth Management Inc.

229

Mar 31, 26

+229

0.00%

Parallel Advisors, LLC

208

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

120

Mar 31, 26

-468

0.00%

MORGAN STANLEY

Mar 31, 26

0.00%

MML INVESTORS SERVICES, LLC

Mar 31, 26

-18.18K

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

Mar 31, 26

-355

Empowered Funds, LLC

Mar 31, 26

-616

Belpointe Asset Management LLC

Mar 31, 26

-11.01K

Global Retirement Partners, LLC

121.80K

Dec 31, 25

+2.83K

1.05%

SageView Advisory Group, LLC

500

Dec 31, 25

+500

0.00%

New Millennium Group LLC

Dec 31, 25

0.00%

Good Life Advisors, LLC

219.74K

Jun 30, 25

+20.89K

1.90%

Tyler-Stone Wealth Management

13.02K

Jun 30, 25

0.11%

Atria Wealth Solutions, Inc.

Jun 30, 25

-18.66K

GG Group Ventures, LLC

30.24K

Dec 31, 24

+7.36K

0.26%

First Capital Advisors Group, LLC.

1.92K

Jun 30, 23

+1.92K

0.02%