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Convergence Long/Short Equity ETF
CLSE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 45.5 M +USD 20.3 M +627,254 +89%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 30.8 M +USD 15.6 M +480,557 +114%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
USD 30.3 M +USD 11.3 M +350,303 +65%
Flagship Harbor Advisors
4
Flagship Harbor Advisors
Massachusetts
USD 28.2 M +USD 2.03 M +62,585 +8%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
USD 19.7 M +USD 4.51 M +139,344 +32%
RP
6
Riverwater Partners
Wisconsin
USD 17.4 M -USD 492 k -15,199 -3%
LSWP
7
Liberty Square Wealth Partners
Pennsylvania
USD 14.6 M +USD 1.35 M +41,662 +11%
Park Avenue Securities
8
Park Avenue Securities
New York
USD 14.2 M +USD 8.11 M +250,615 +151%
Redhawk Wealth Advisors
9
Redhawk Wealth Advisors
Minnesota
USD 13 M +USD 10.9 M +336,489 +736%
TA
10
Tactive Advisors
Florida
USD 12.5 M +USD 3.5 M +107,965 +42%
CCA
11
Cottonwood Capital Advisors
Utah
USD 12.3 M +USD 468 k +14,466 +4%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 11.5 M -USD 1.48 M -45,866 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
USD 11.1 M +USD 434 k +13,411 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 10.4 M +USD 9.8 M +302,219 +19,435%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
USD 8.74 M +USD 8.29 M +255,919 Nuevas
Sanctuary Advisors
16
Sanctuary Advisors
Indiana
USD 8.48 M +USD 2.53 M +78,111 +46%
IFG Advisory
17
IFG Advisory
Georgia
USD 7.55 M +USD 7.16 M +221,298 Nuevas
Brookwood Investment Group
18
Brookwood Investment Group
Arizona
USD 6.74 M +USD 1.26 M +38,997 +25%
Equitable Holdings
19
Equitable Holdings
New York
USD 6.57 M +USD 4.41 M +136,257 +242%
Founders Financial Securities
20
Founders Financial Securities
Maryland
USD 6.55 M +USD 5.57 k +172 +0.1%
Global Retirement Partners
21
Global Retirement Partners
California
USD 6.33 M +USD 6 M +185,348 Nuevas
Integrated Wealth Concepts
22
Integrated Wealth Concepts
Massachusetts
USD 5.44 M +USD 3.36 M +103,808 +187%
Sowell Financial Services
23
Sowell Financial Services
Arkansas
USD 5.26 M -USD 2.48 M -76,533 -33%
Stratos Wealth Advisors
24
Stratos Wealth Advisors
Ohio
USD 4.77 M +USD 4.52 M +139,621 Nuevas
Accurate Wealth Management
25
Accurate Wealth Management
Florida
USD 4.35 M -USD 186 k -5,758 -4%
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