CONVERGENCE LONG/SHORT EQY (CLSE) Institutional Ownership Changes & 13F Activity
CONVERGENCE LONG/SHORT EQY (CLSE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Rockefeller Capital Management L.P., Royal Bank Of Canada, Ifg Advisory, Llc, Stratos Wealth Advisors, Llc, and Equitable Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +103,808 | +187.3% | 159,221 | $5.44M | Q2 2026 | Sep 09, 2026 |
| Archer Investment Corp | Buy | +480 | — | 480 | $16.39K | Q2 2026 | Aug 19, 2026 |
| Denver Pwm, Llc | Buy | +5,344 | +12.4% | 48,283 | $1.63M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +136,257 | +242.1% | 192,536 | $6.57M | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +7,340 | +101.8% | 14,551 | $496.68K | Q2 2026 | Aug 17, 2026 |
| Royal Bank Of Canada | Buy | +302,219 | +19435.3% | 303,774 | $10.37M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +221,298 | — | 221,298 | $7.55M | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Buy | +57,117 | — | 57,117 | $1.95M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +41,934 | +93.5% | 86,788 | $2.96M | Q2 2026 | Aug 14, 2026 |
| White Knight Strategic Wealth Advisors, Llc | Buy | +36,007 | — | 36,007 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +21,640 | +58.0% | 58,925 | $2.01M | Q2 2026 | Aug 14, 2026 |
| Brown Advisory Inc | Buy | +17,054 | — | 17,054 | $582.14K | Q2 2026 | Aug 14, 2026 |
| Riverwater Partners Llc | Sell | -15,199 | -2.9% | 509,397 | $17.39M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +7,029 | +18.0% | 46,164 | $1.58M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Sell | -1,725 | -3.9% | 42,473 | $1.45M | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Buy | +1,359 | +29.6% | 5,949 | $203.07K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,286 | -52.8% | 1,150 | $39.27K | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors Llc | Buy | +785 | +6.4% | 13,020 | $444.44K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +350,303 | +65.0% | 889,014 | $30.35M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +78,111 | +45.9% | 248,343 | $8.48M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +14,498 | +176.8% | 22,700 | $774.87K | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | Buy | +7,143 | — | 7,143 | $243.83K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +78,822 | — | 78,822 | $2.69M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +24,427 | +45.8% | 77,712 | $2.65M | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +6,483 | +297.4% | 8,663 | $295.71K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +100 | +40.0% | 350 | $11.95K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Advisors, Llc | Buy | +139,621 | — | 139,621 | $4.77M | Q2 2026 | Aug 11, 2026 |
| Rps Advisory Solutions Llc | Buy | +41,602 | +551.8% | 49,142 | $1.68M | Q2 2026 | Aug 11, 2026 |
| Cannon Wealth Management Services, Llc | Buy | +13,156 | +34.3% | 51,478 | $1.76M | Q2 2026 | Aug 11, 2026 |
| Thoroughbred Financial Services, Llc | Buy | +8,600 | — | 8,600 | $293.00K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about CLSE activity
Which institutional owners are buying CLSE?
Institutional owners buying CLSE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in CLSE activity?
"Buy" means an investor increased their reported position in CLSE compared to the prior reporting period. This reflects growing exposure to CONVERGENCE LONG/SHORT EQY (CLSE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in CLSE increasing?
Institutional interest in CLSE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.