Institutional Ownership
Trust For Professional Manag
CUSIP 89834G760CONVERGENCE LNGCLSEQ1 2026
Institutional Holders
75
13F filers
Shares Held
7.83M
Aggregate institutional
Institutional Value
$204.22M
Q1 2026
Net New Holders
+16
20 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased37
Decreased11
Sold out4
Institutional Holders
75 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Flagship Harbor Advisors, LLC | 762.8K | $21.46M | +57.3K | Added |
| 2 | Lpl Financial LLC | 706.5K | $19.88M | +10.5K | Added |
| 3 | Rockefeller Capital Management L.P. | 538.7K | $15.16M | +369.0K | Added |
| 4 | Riverwater Partners LLC | 524.6K | $14.76M | +8.9K | Added |
| 5 | Envestnet Asset Management Inc | 422.5K | $11.89M | +175.1K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 383.5K | $11.01M | +91.2K | Added |
| 7 | Liberty Square Wealth Partners LLC | 387.1K | $10.89M | +72.6K | Added |
| 8 | Cottonwood Capital Advisors, LLC | 346.8K | $9.76M | +7.3K | Added |
| 9 | Hightower Advisors, LLC | 311.1K | $8.75M | +289.5K | Added |
| 10 | Commonwealth Equity Services, LLC | 279.9K | $7.88M | +279.9K | New |
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