Institutional Ownership
Trust For Professional Manag
CUSIP 89834G760CONVERGENCE LNGCLSEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
75
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Flagship Harbor Advisors, LLC | 762.8K | $21.46M |
| 2 | Lpl Financial LLC | 706.5K | $19.88M |
| 3 | Rockefeller Capital Management L.P. | 538.7K | $15.16M |
| 4 | Riverwater Partners LLC | 524.6K | $14.76M |
| 5 | Envestnet Asset Management Inc | 422.5K | $11.89M |
| 6 | Wealth Enhancement Advisory Services, LLC | 383.5K | $11.01M |
| 7 | Liberty Square Wealth Partners LLC | 387.1K | $10.89M |
| 8 | Cottonwood Capital Advisors, LLC | 346.8K | $9.76M |
| 9 | Hightower Advisors, LLC | 311.1K | $8.75M |
| 10 | Commonwealth Equity Services, LLC | 279.9K | $7.88M |