CUSIP 89834G760CONVERGENCE LNGCLSEQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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61 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Flagship Harbor Advisors, LLC | 705.5K | $19.28M | +30.2K | Added |
| 2 | Lpl Financial LLC | 696.1K | $19.02M | +86.8K | Added |
| 3 | Riverwater Partners LLC | 515.7K | $14.10M | −2.5K | Reduced |
| 4 | Cottonwood Capital Advisors, LLC | 339.5K | $9.28M |
| +930 |
| Added |
| 5 | Liberty Square Wealth Partners LLC | 314.5K | $8.60M | +153.5K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 292.3K | $8.12M | +57.2K | Added |
| 7 | Envestnet Asset Management Inc | 247.4K | $6.76M | +62.2K | Added |
| 8 | Sowell Financial Services LLC | 226.2K | $6.18M | +14.7K | Added |
| 9 | Tactive Advisors, LLC | 223.0K | $6.09M | −8.6K | Reduced |
| 10 | Rockefeller Capital Management L.P. | 167.7K | $4.61M | +167.3K | Added |
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