CLSE - Trust for Professional Managers - Convergence Long/Short Equity ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

Trust for Professional Managers - Convergence Long/Short Equity ETF
US ˙ BATS

Grundlæggende statistik
Institutionelle ejere 42 total, 42 long only, 0 short only, 0 long/short - change of -2,27% MRQ
Gennemsnitlig porteføljeallokering 0.3655 % - change of 6,79% MRQ
Institutionelle aktier (lange) 4.177.179 (ex 13D/G) - change of 0,48MM shares 13,12% MRQ
Institutionel værdi (lang) $ 93.788 USD ($1000)
Institutionelt ejerskab og aktionærer

Trust for Professional Managers - Convergence Long/Short Equity ETF (US:CLSE) har 42 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,177,179 aktier. Største aktionærer omfatter Flagship Harbor Advisors, Llc, LPL Financial LLC, Riverwater Partners LLC, Cottonwood Capital Advisors, Llc, Good Life Advisors, LLC, Wealth Enhancement Advisory Services, Llc, Accurate Wealth Management, LLC, Belpointe Asset Management LLC, Archford Capital Strategies, LLC, and Creative Planning .

Trust for Professional Managers - Convergence Long/Short Equity ETF (BATS:CLSE) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of September 15, 2025 is 25,98 / share. Previously, on September 16, 2024, the share price was 21,60 / share. This represents an increase of 20,30% over that period.

CLSE / Trust for Professional Managers - Convergence Long/Short Equity ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

CLSE / Trust for Professional Managers - Convergence Long/Short Equity ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-11 13F Principal Securities, Inc. 0 -100,00 0
2025-07-25 13F Cwm, Llc 0 -100,00 0
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-08-14 13F Royal Bank Of Canada 332 0,00 8 14,29
2025-07-23 13F Heck Capital Advisors, LLC 19.991 0,00 467 8,10
2025-08-07 13F Allworth Financial LP 5.459 0,00 128 8,55
2025-08-14 13F UBS Group AG 33.399 -58,92 781 -55,61
2025-07-29 13F Liberty Square Wealth Partners Llc 22.057 515
2025-07-28 13F Harbour Investments, Inc. 33.520 48,19 783 60,45
2025-08-05 13F Sigma Planning Corp 14.905 -39,47 348 -34,59
2025-07-07 13F Insight Wealth Strategies, LLC 22.726 -15,48 532 -8,61
2025-08-11 13F Regal Investment Advisors LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 0 -100,00 0 -100,00
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100,00 0
2025-08-13 13F Wealthedge Investment Advisors, Llc 0 -100,00 0
2025-08-01 13F Envestnet Asset Management Inc 118.987 148,54 2.781 168,86
2025-07-14 13F Park Avenue Securities Llc 70.058 2
2025-07-07 13F Nova Wealth Management, Inc. 553 13
2025-08-14 13F Jane Street Group, Llc 80.839 90,58 1.889 106,22
2025-05-14 13F Per Stirling Capital Management, LLC. 0 -100,00 0
2025-07-08 13F Parallel Advisors, LLC 208 0,00 5 0,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F LPL Financial LLC 571.499 -7,73 13.356 -0,22
2025-07-11 13F Seacrest Wealth Management, Llc 0 -100,00 0
2025-04-10 13F Retireful, LLC 0 -100,00 0
2025-07-30 13F Brookstone Capital Management 0 -100,00 0
2025-07-17 13F Archford Capital Strategies, LLC 144.978 27,84 3.388 38,29
2025-08-05 13F Bank of New York Mellon Corp 8.717 204
2025-05-13 13F Equitable Holdings, Inc. 0 -100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 8.922 209
2025-08-18 13F Tyler-Stone Wealth Management 13.024 0,00 304 8,19
2025-05-01 13F Stephens Inc /ar/ 0 -100,00 0 -100,00
2025-08-14 13F Operose Advisors LLC 36.725 0,00 858 8,20
2025-08-06 13F New Millennium Group LLC 1 0
2025-03-18 13F/A Bank Of America Corp /de/ 0 -100,00 0
2025-08-08 13F Good Life Advisors, LLC 219.735 10,50 5.135 19,50
2025-08-08 13F Foundations Investment Advisors, LLC 34.571 21,77 808 31,65
2025-07-29 13F Private Trust Co Na 622 0,00 15 7,69
2025-08-13 13F Cary Street Partners Financial Llc 0 -100,00 0
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-08-29 NP COIDX - IDX Commodity Opportunities Fund Institutional Class Shares 5.000 117
2025-08-04 13F Flagship Harbor Advisors, Llc 629.395 2,38 14.709 10,72
2025-07-22 13F Belpointe Asset Management LLC 154.411 3.609
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-08-01 13F Riverwater Partners LLC 519.148 -0,18 12.132 7,95
2025-07-25 13F Lodestar Private Asset Management Llc 15.296 -16,85 357 -10,08
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-07-17 13F Fifth Third Securities, Inc. 69.495 1.624
2025-08-12 13F Global Retirement Partners, LLC 115.927 2.709
2025-05-05 13F Mainstay Capital Management Llc /adv 0 -100,00 0
2025-07-29 13F Cottonwood Capital Advisors, Llc 335.561 -0,11 7.842 8,03
2025-08-14 13F Mariner, LLC 93.331 -4,71 2.181 3,07
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 193.283 4.556
2025-07-30 13F Sloy Dahl & Holst, LLC 9.665 2,44 226 10,84
2025-08-18 13F Tactive Advisors, LLC 40.965 42,15 957 62,48
2025-08-06 13F Rps Advisory Solutions Llc 14.777 345
2025-07-17 13F Janney Montgomery Scott LLC 74.966 -36,11 2 -50,00
2025-07-15 13F Accurate Wealth Management, LLC 179.636 3,46 4.181 13,55
2025-08-05 13F Elyxium Wealth, LLC 59.093 84,03 1.381 99,28
2025-08-08 13F Creative Planning 121.185 -3,52 2.832 4,35
2025-05-28 NP NDOW - Anydrus Advantage ETF 0 -100,00 0 -100,00
2025-08-14 13F Integrated Wealth Concepts LLC 64.894 -21,58 1.517 -15,21
2025-08-14 13F LaSalle St. Investment Advisors, LLC 19.323 94,06 0
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista