CONVERGENCE LONG/SHORT EQY (CLSE) Top Institutional Shareholders
CONVERGENCE LONG/SHORT EQY (CLSE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $204.22M in CLSE holdings during the latest filing period.
Flagship Harbor Advisors, Llc is currently the largest disclosed institutional shareholder of CLSE tracked by InsiderSet, reporting ownership valued at approximately $21.46M in its March 31, 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 $26.00M, representing an estimated gain of +21.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed CLSE value among the investors covered in this analysis. Major shareholders include Flagship Harbor Advisors, Llc, Lpl Financial Llc, 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
75
Total Reported Value
$204.22M
Largest Holder
Flagship Harbor Advisors, Llc
Largest Position
$21.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Flagship Harbor Advisors, Llc | 0.94% | 762,790 | $21,464,893 | $25,995,883 | +$4,530,990 | +21.11% | |
| Lpl Financial Llc | 0.01% | 706,548 | $19,882,254 | $24,079,156 | +$4,196,902 | +21.11% | |
| Rockefeller Capital Management L.P. | 0.03% | 538,711 | $15,159,342 | $18,359,271 | +$3,199,929 | +21.11% | |
| Riverwater Partners Llc | 4.92% | 524,596 | $14,762,139 | $17,878,232 | +$3,116,093 | +21.11% | |
| Envestnet Asset Management Inc | 0.00% | 422,524 | $11,889,834 | $14,399,618 | +$2,509,784 | +21.11% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 383,513 | $11,006,823 | $13,070,123 | +$2,063,300 | +18.75% | |
| Liberty Square Wealth Partners Llc | 3.04% | 387,131 | $10,893,866 | $13,193,424 | +$2,299,558 | +21.11% | |
| Cottonwood Capital Advisors, Llc | 6.88% | 346,769 | $9,758,087 | $11,817,888 | +$2,059,801 | +21.11% | |
| Hightower Advisors, Llc | 0.01% | 311,090 | $8,754,073 | $10,601,947 | +$1,847,874 | +21.11% | |
| Commonwealth Equity Services, Llc | 0.01% | 279,950 | $7,877,780 | $9,540,696 | +$1,662,916 | +21.11% | |
| Tactive Advisors, Llc | 2.04% | 257,109 | $7,235,047 | $8,762,275 | +$1,527,228 | +21.11% | |
| Sowell Financial Services Llc | 0.24% | 230,722 | $6,492,526 | $7,863,006 | +$1,370,480 | +21.11% | |
| Founders Financial Securities Llc | 0.35% | 191,637 | $5,758,692 | $6,530,989 | +$772,297 | +13.41% | |
| Sanctuary Advisors, Llc | 0.03% | 170,232 | $4,790,328 | $5,801,507 | +$1,011,179 | +21.11% | |
| Brookwood Investment Group Llc | 0.57% | 158,489 | $4,459,880 | $5,401,305 | +$941,425 | +21.11% | |
| Accurate Wealth Management, Llc | 0.48% | 133,134 | $4,000,690 | $4,537,207 | +$536,517 | +13.41% | |
| Creative Planning | 0.00% | 127,619 | $3,591,208 | $4,349,256 | +$758,048 | +21.11% | |
| Mariner, Llc | 0.00% | 92,800 | $2,611,403 | $3,162,624 | +$551,221 | +21.11% | |
| Elyxium Wealth, Llc | 0.81% | 89,682 | $2,523,651 | $3,056,363 | +$532,712 | +21.11% | |
| Fifth Third Securities, Inc. | 0.15% | 82,045 | $2,308,771 | $2,796,094 | +$487,323 | +21.11% | |
| Integrated Wealth Concepts Llc | 0.01% | 55,413 | $1,559,318 | $1,888,475 | +$329,157 | +21.11% | |
| Equitable Holdings, Inc. | 0.01% | 56,279 | $1,538,105 | $1,917,988 | +$379,883 | +24.70% | |
| Stifel Financial Corp | 0.00% | 53,285 | $1,499,440 | $1,815,953 | +$316,513 | +21.11% | |
| Genesis Private Wealth, Llc | 0.46% | 51,834 | $1,458,609 | $1,766,503 | +$307,894 | +21.11% | |
| Denver Pwm, Llc | 0.49% | 42,939 | $1,417,408 | $1,463,361 | +$45,953 | +3.24% | |
| Per Stirling Capital Management, Llc. | 0.16% | 50,002 | $1,407,063 | $1,704,068 | +$297,005 | +21.11% | |
| Redhawk Wealth Advisors, Inc. | 0.14% | 45,697 | $1,285,920 | $1,557,354 | +$271,434 | +21.11% | |
| Wcg Wealth Advisors Llc | 0.04% | 44,854 | $1,262,204 | $1,528,624 | +$266,420 | +21.11% | |
| Empirical Asset Management, Llc | 0.33% | 44,516 | $1,252,673 | $1,517,105 | +$264,432 | +21.11% | |
| Foundations Investment Advisors, Llc | 0.02% | 44,198 | $1,243,726 | $1,506,268 | +$262,542 | +21.11% | |
| Ausdal Financial Partners, Inc. | 0.05% | 39,135 | $1,101,259 | $1,333,721 | +$232,462 | +21.11% | |
| Cannon Wealth Management Services, Llc | 0.73% | 38,322 | $1,078,381 | $1,306,014 | +$227,633 | +21.11% | |
| Fiscal Wisdom Wealth Management, Llc | 1.03% | 38,049 | $1,070,699 | $1,296,710 | +$226,011 | +21.11% | |
| Osaic Holdings, Inc. | 0.00% | 37,285 | $1,049,196 | $1,270,673 | +$221,477 | +21.11% | |
| Operose Advisors Llc | 0.24% | 36,725 | $1,033,454 | $1,251,588 | +$218,134 | +21.11% | |
| Archford Capital Strategies, Llc | 0.11% | 33,276 | $936,373 | $1,134,046 | +$197,673 | +21.11% | |
| Cornerstone Planning Group Llc | 0.12% | 29,197 | $933,137 | $995,034 | +$61,897 | +6.63% | |
| Lodestar Private Asset Management Llc | 0.07% | 25,880 | $728,263 | $881,990 | +$153,727 | +21.11% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 20,401 | $574,089 | $695,266 | +$121,177 | +21.11% | |
| Atria Investments, Inc | 0.01% | 19,999 | $562,772 | $681,566 | +$118,794 | +21.11% | |
| Lasalle St. Investment Advisors, Llc | 0.08% | 19,620 | $552,106 | $668,650 | +$116,544 | +21.11% | |
| Richmond Investment Services, Llc | 0.09% | 18,830 | $529,874 | $641,726 | +$111,852 | +21.11% | |
| Guilbault Capital Llc | 0.27% | 17,264 | $485,809 | $588,357 | +$102,548 | +21.11% | |
| Apollon Wealth Management, Llc | 0.01% | 17,135 | $482,171 | $583,961 | +$101,790 | +21.11% | |
| Act Wealth Management, Llc | 0.14% | 14,863 | $418,233 | $506,531 | +$88,298 | +21.11% | |
| Susquehanna International Group, Llp | 0.00% | 12,297 | $346,038 | $419,082 | +$73,044 | +21.11% | |
| Regal Investment Advisors Llc | 0.02% | 12,235 | $344,293 | $416,969 | +$72,676 | +21.11% | |
| Bank Of New York Mellon Corp | 0.00% | 11,520 | $324,176 | $392,602 | +$68,426 | +21.11% | |
| Sloy Dahl & Holst, Llc | 0.04% | 9,870 | $277,742 | $336,370 | +$58,628 | +21.11% | |
| Able Wealth Management Llc | 0.07% | 9,299 | $261,678 | $316,910 | +$55,232 | +21.11% |
Frequently asked questions about CLSE
Who owns the most CLSE stock?
The largest holders of CLSE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CONVERGENCE LONG/SHORT EQY (CLSE).
Is CLSE widely held by superinvestors?
Many widely followed stocks like CLSE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CLSE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.