CLSE Institutional Ownership & Shareholders
CONVERGENCE LONG/SHORT EQY (CLSE) is currently held by 132 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $463.29M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of CLSE tracked by InsiderSet, reporting ownership valued at approximately $45.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.71M, representing an estimated loss of -4.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed CLSE value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Rockefeller Capital Management L.P., and several other long-term asset managers with concentrated positions in CONVERGENCE LONG/SHORT EQY (CLSE).
This page ranks the largest institutional CLSE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
132
Total Reported Value
$463.29M
Largest Holder
Lpl Financial Llc
Largest Position
$45.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,333,802 | $45,529,320 | $43,708,692 | -$1,820,628 | -4.00% | |
| Envestnet Asset Management Inc | 0.01% | 903,081 | $30,826,679 | $29,593,964 | -$1,232,715 | -4.00% | |
| Rockefeller Capital Management L.P. | 0.05% | 889,014 | $30,346,511 | $29,132,989 | -$1,213,522 | -4.00% | |
| Flagship Harbor Advisors, Llc | 1.09% | 860,123 | $29,252,757 | $28,186,231 | -$1,066,526 | -3.65% | |
| Arq Wealth Advisors, Llc | 2.93% | 718,124 | $24,423,396 | $23,532,923 | -$890,473 | -3.65% | |
| Janney Montgomery Scott Llc | 0.04% | 577,593 | $19,716,000 | $18,927,723 | -$788,277 | -4.00% | |
| Riverwater Partners Llc | 5.16% | 509,397 | $17,388,251 | $16,692,940 | -$695,311 | -4.00% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 457,042 | $15,690,264 | $14,977,266 | -$712,998 | -4.54% | |
| Liberty Square Wealth Partners Llc | 3.49% | 428,793 | $14,636,851 | $14,051,547 | -$585,304 | -4.00% | |
| Cottonwood Capital Advisors, Llc | 8.00% | 390,651 | $13,286,050 | $12,801,633 | -$484,417 | -3.65% | |
| Tactive Advisors, Llc | 3.17% | 387,471 | $13,177,889 | $12,697,425 | -$480,464 | -3.65% | |
| Royal Bank Of Canada | 0.00% | 303,774 | $10,369,000 | $9,954,674 | -$414,326 | -4.00% | |
| Wealthcare Advisory Partners Llc | 0.17% | 301,496 | $10,253,879 | $9,880,024 | -$373,855 | -3.65% | |
| Archford Capital Strategies, Llc | 0.91% | 271,300 | $9,226,898 | $8,890,501 | -$336,397 | -3.65% | |
| Partners Wealth Management, Llc | 0.90% | 254,461 | $8,654,219 | $8,338,687 | -$315,532 | -3.65% | |
| Sanctuary Advisors, Llc | 0.04% | 248,343 | $8,477,189 | $8,138,200 | -$338,989 | -4.00% | |
| Ifg Advisory, Llc | 0.26% | 221,298 | $7,554,002 | $7,251,935 | -$302,067 | -4.00% | |
| Brookwood Investment Group Llc | 0.78% | 197,486 | $6,741,187 | $6,471,616 | -$269,571 | -4.00% | |
| Equitable Holdings, Inc. | 0.04% | 192,536 | $6,572,203 | $6,309,405 | -$262,798 | -4.00% | |
| Founders Financial Securities Llc | 0.32% | 188,986 | $6,427,414 | $6,193,071 | -$234,343 | -3.65% | |
| Integrated Wealth Concepts Llc | 0.04% | 159,221 | $5,435,004 | $5,217,672 | -$217,332 | -4.00% | |
| Brookstone Capital Management | 0.05% | 148,535 | $5,051,675 | $4,867,492 | -$184,183 | -3.65% | |
| Marshall & Sterling Wealth Advisors Inc. | 2.78% | 142,880 | $4,859,347 | $4,682,178 | -$177,169 | -3.65% | |
| Stratos Wealth Advisors, Llc | 0.26% | 139,621 | $4,765,963 | $4,575,380 | -$190,583 | -4.00% | |
| Sowell Financial Services Llc | 0.15% | 139,757 | $4,753,126 | $4,579,837 | -$173,289 | -3.65% | |
| Accurate Wealth Management, Llc | 0.40% | 134,615 | $4,642,867 | $4,411,334 | -$231,533 | -4.99% | |
| Mcadam, Llc | 0.16% | 128,449 | $4,368,542 | $4,209,274 | -$159,268 | -3.65% | |
| Creative Planning | 0.00% | 118,069 | $4,015,538 | $3,869,121 | -$146,417 | -3.65% | |
| Guilbault Capital Llc | 3.71% | 111,162 | $3,780,620 | $3,642,779 | -$137,841 | -3.65% | |
| Elyxium Wealth, Llc | 0.32% | 93,866 | $3,192,368 | $3,075,989 | -$116,379 | -3.65% | |
| Mariner, Llc | 0.00% | 92,800 | $3,167,741 | $3,041,056 | -$126,685 | -4.00% | |
| Richmond Investment Services, Llc | 0.97% | 89,934 | $3,058,659 | $2,947,137 | -$111,522 | -3.65% | |
| Wcg Wealth Advisors Llc | 0.07% | 86,788 | $2,962,526 | $2,844,043 | -$118,483 | -4.00% | |
| Fifth Third Securities, Inc. | 0.15% | 86,123 | $2,929,073 | $2,822,251 | -$106,822 | -3.65% | |
| Genesis Private Wealth, Llc | 0.80% | 83,666 | $2,845,481 | $2,741,735 | -$103,746 | -3.65% | |
| Newedge Advisors, Llc | 0.01% | 78,822 | $2,690,584 | $2,582,997 | -$107,587 | -4.00% | |
| Stifel Financial Corp | 0.00% | 77,712 | $2,652,707 | $2,546,622 | -$106,085 | -4.00% | |
| Transce3Nd, Llc | 2.32% | 68,579 | $2,331,686 | $2,247,334 | -$84,352 | -3.62% | |
| Osaic Holdings, Inc. | 0.00% | 58,925 | $2,011,590 | $1,930,972 | -$80,618 | -4.01% | |
| Farther Finance Advisors, Llc | 0.01% | 58,918 | $2,003,801 | $1,930,743 | -$73,058 | -3.65% | |
| Oppenheimer & Co Inc | 0.02% | 58,187 | $1,978,940 | $1,906,788 | -$72,152 | -3.65% | |
| Mbl Wealth, Llc | 0.12% | 57,665 | $1,961,187 | $1,889,682 | -$71,505 | -3.65% | |
| Kestra Advisory Services, Llc | 0.01% | 57,464 | $1,954,351 | $1,883,095 | -$71,256 | -3.65% | |
| Cerity Partners Llc | 0.00% | 57,117 | $1,949,689 | $1,871,724 | -$77,965 | -4.00% | |
| International Assets Investment Management, Llc | 0.12% | 56,704 | $1,928,503 | $1,858,190 | -$70,313 | -3.65% | |
| Kestra Private Wealth Services, Llc | 0.02% | 55,890 | $1,900,802 | $1,831,515 | -$69,287 | -3.65% | |
| Cannon Wealth Management Services, Llc | 0.96% | 51,478 | $1,757,202 | $1,686,934 | -$70,268 | -4.00% | |
| Fiscal Wisdom Wealth Management, Llc | 2.05% | 50,683 | $1,723,729 | $1,660,882 | -$62,847 | -3.65% | |
| Per Stirling Capital Management, Llc. | 0.16% | 50,002 | $1,706,827 | $1,638,566 | -$68,261 | -4.00% | |
| Denver Pwm, Llc | 0.56% | 49,636 | $1,688,124 | $1,626,572 | -$61,552 | -3.65% |
Frequently asked questions about CLSE
Who are the largest institutional holders of CLSE?
The largest institutional holders of CLSE reported in the latest SEC Form 13F filings include Lpl Financial Llc, Envestnet Asset Management Inc, Rockefeller Capital Management L.P., Flagship Harbor Advisors, Llc, and Arq Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported CLSE position.
What is CLSE institutional ownership?
This page tracks CLSE positions reported by institutional investment managers through SEC Form 13F. CONVERGENCE LONG/SHORT EQY (CLSE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CLSE?
InsiderSet currently tracks 132 institutional managers reporting CLSE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CLSE shareholders.
How much CLSE stock do institutions own?
Institutional investment managers disclosed approximately $463.29M in CLSE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CLSE institutional ownership last updated?
The latest CLSE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CLSE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CLSE position after the reporting date.
Are institutions buying or selling CLSE?
Institutional buying and selling can be analyzed by comparing CLSE positions across consecutive 13F reporting periods. InsiderSet's CLSE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CLSE ownership changes.
How has CLSE institutional ownership changed over time?
InsiderSet tracks CLSE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.