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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+103,808+187.3%159,221$5.44MQ2 2026Sep 09, 2026
Archer Investment CorpBuy+480480$16.39KQ2 2026Aug 19, 2026
Denver Pwm, LlcBuy+5,344+12.4%48,283$1.63MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+136,257+242.1%192,536$6.57MQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcBuy+7,340+101.8%14,551$496.68KQ2 2026Aug 17, 2026
Royal Bank Of CanadaBuy+302,219+19435.3%303,774$10.37MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+221,298221,298$7.55MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+57,11757,117$1.95MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+41,934+93.5%86,788$2.96MQ2 2026Aug 14, 2026
White Knight Strategic Wealth Advisors, LlcBuy+36,00736,007$1.23MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+21,640+58.0%58,925$2.01MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+17,05417,054$582.14KQ2 2026Aug 14, 2026
Riverwater Partners LlcSell-15,199-2.9%509,397$17.39MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+7,029+18.0%46,164$1.58MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-1,725-3.9%42,473$1.45MQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+1,359+29.6%5,949$203.07KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,286-52.8%1,150$39.27KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+785+6.4%13,020$444.44KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+350,303+65.0%889,014$30.35MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+78,111+45.9%248,343$8.48MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+14,498+176.8%22,700$774.87KQ2 2026Aug 13, 2026
Visionary Wealth AdvisorsBuy+7,1437,143$243.83KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+78,82278,822$2.69MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+24,427+45.8%77,712$2.65MQ2 2026Aug 12, 2026
Advisory Services Network, LlcBuy+6,483+297.4%8,663$295.71KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+100+40.0%350$11.95KQ2 2026Aug 12, 2026
Stratos Wealth Advisors, LlcBuy+139,621139,621$4.77MQ2 2026Aug 11, 2026
Rps Advisory Solutions LlcBuy+41,602+551.8%49,142$1.68MQ2 2026Aug 11, 2026
Cannon Wealth Management Services, LlcBuy+13,156+34.3%51,478$1.76MQ2 2026Aug 11, 2026
Thoroughbred Financial Services, LlcBuy+8,6008,600$293.00KQ2 2026Aug 11, 2026
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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.