CONVERGENCE LONG/SHORT EQY (CLSE) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $273.38M in CLSE holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of CLSE tracked by InsiderSet, reporting ownership valued at approximately $30.83M 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 $30.70M, representing an estimated loss of -0.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed CLSE value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Flagship Harbor Advisors, Llc, Lpl Financial Llc, 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
96
Total Reported Value
$273.38M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$30.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.01% | 903,081 | $30,826,679 | $30,695,723 | -$130,956 | -0.42% | |
| Flagship Harbor Advisors, Llc | 1.08% | 825,375 | $28,174,162 | $28,054,496 | -$119,666 | -0.42% | |
| Lpl Financial Llc | 0.01% | 706,548 | $19,882,254 | $24,015,567 | +$4,133,313 | +20.79% | |
| Rockefeller Capital Management L.P. | 0.03% | 538,711 | $15,159,342 | $18,310,787 | +$3,151,445 | +20.79% | |
| Riverwater Partners Llc | 4.92% | 524,596 | $14,762,139 | $17,831,018 | +$3,068,879 | +20.79% | |
| Redhawk Wealth Advisors, Inc. | 1.29% | 382,186 | $13,045,928 | $12,990,502 | -$55,426 | -0.42% | |
| Tactive Advisors, Llc | 3.07% | 365,074 | $12,461,802 | $12,408,865 | -$52,937 | -0.42% | |
| Cottonwood Capital Advisors, Llc | 7.43% | 361,235 | $12,330,766 | $12,278,378 | -$52,388 | -0.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 337,647 | $11,537,410 | $11,476,622 | -$60,788 | -0.53% | |
| Liberty Square Wealth Partners Llc | 3.04% | 387,131 | $10,893,866 | $13,158,583 | +$2,264,717 | +20.79% | |
| Hightower Advisors, Llc | 0.01% | 311,090 | $8,754,073 | $10,573,949 | +$1,819,876 | +20.79% | |
| Wealthcare Advisory Partners Llc | 0.17% | 255,919 | $8,735,797 | $8,698,687 | -$37,110 | -0.42% | |
| Brookwood Investment Group Llc | 0.78% | 197,486 | $6,741,187 | $6,712,549 | -$28,638 | -0.42% | |
| Founders Financial Securities Llc | 0.34% | 191,809 | $6,547,402 | $6,519,588 | -$27,814 | -0.42% | |
| Sowell Financial Services Llc | 0.17% | 154,189 | $5,263,242 | $5,240,884 | -$22,358 | -0.42% | |
| Sanctuary Advisors, Llc | 0.03% | 170,232 | $4,790,328 | $5,786,186 | +$995,858 | +20.79% | |
| Accurate Wealth Management, Llc | 0.42% | 127,376 | $4,352,432 | $4,329,510 | -$22,922 | -0.53% | |
| Creative Planning | 0.00% | 127,619 | $3,591,208 | $4,337,770 | +$746,562 | +20.79% | |
| Fifth Third Securities, Inc. | 0.17% | 88,759 | $3,029,818 | $3,016,918 | -$12,900 | -0.43% | |
| Elyxium Wealth, Llc | 0.32% | 88,590 | $3,024,020 | $3,011,174 | -$12,846 | -0.42% | |
| Richmond Investment Services, Llc | 0.87% | 80,356 | $2,742,953 | $2,731,300 | -$11,653 | -0.42% | |
| Mariner, Llc | 0.00% | 92,800 | $2,611,403 | $3,154,272 | +$542,869 | +20.79% | |
| Genesis Private Wealth, Llc | 0.66% | 68,665 | $2,343,880 | $2,333,923 | -$9,957 | -0.42% | |
| Guilbault Capital Llc | 1.81% | 52,756 | $1,800,826 | $1,793,176 | -$7,650 | -0.42% | |
| Integrated Wealth Concepts Llc | 0.01% | 55,413 | $1,559,318 | $1,883,488 | +$324,170 | +20.79% | |
| Equitable Holdings, Inc. | 0.01% | 56,279 | $1,538,105 | $1,912,923 | +$374,818 | +24.37% | |
| Stifel Financial Corp | 0.00% | 53,285 | $1,499,440 | $1,811,157 | +$311,717 | +20.79% | |
| Fiscal Wisdom Wealth Management, Llc | 1.26% | 43,441 | $1,482,859 | $1,476,560 | -$6,299 | -0.42% | |
| Denver Pwm, Llc | 0.49% | 42,939 | $1,417,408 | $1,459,497 | +$42,089 | +2.97% | |
| Per Stirling Capital Management, Llc. | 0.16% | 50,002 | $1,407,063 | $1,699,568 | +$292,505 | +20.79% | |
| Wcg Wealth Advisors Llc | 0.04% | 44,854 | $1,262,204 | $1,524,587 | +$262,383 | +20.79% | |
| Worth Asset Management, Llc | 0.40% | 36,926 | $1,260,470 | $1,255,115 | -$5,355 | -0.42% | |
| Empirical Asset Management, Llc | 0.33% | 44,516 | $1,252,673 | $1,513,099 | +$260,426 | +20.79% | |
| Foundations Investment Advisors, Llc | 0.02% | 44,198 | $1,243,726 | $1,502,290 | +$258,564 | +20.79% | |
| International Assets Investment Management, Llc | 0.07% | 34,930 | $1,179,586 | $1,187,271 | +$7,685 | +0.65% | |
| Kovack Advisors, Inc. | 0.06% | 34,018 | $1,161,196 | $1,156,272 | -$4,924 | -0.42% | |
| Castleview Partners, Llc | 0.51% | 33,845 | $1,155,299 | $1,150,392 | -$4,907 | -0.42% | |
| Atria Investments, Inc | 0.01% | 33,795 | $1,153,593 | $1,148,692 | -$4,901 | -0.42% | |
| Archford Capital Strategies, Llc | 0.12% | 33,276 | $1,135,859 | $1,131,051 | -$4,808 | -0.42% | |
| Ausdal Financial Partners, Inc. | 0.05% | 39,135 | $1,101,259 | $1,330,199 | +$228,940 | +20.79% | |
| Cannon Wealth Management Services, Llc | 0.73% | 38,322 | $1,078,381 | $1,302,565 | +$224,184 | +20.79% | |
| Osaic Holdings, Inc. | 0.00% | 37,285 | $1,049,196 | $1,267,317 | +$218,121 | +20.79% | |
| Operose Advisors Llc | 0.24% | 36,725 | $1,033,454 | $1,248,283 | +$214,829 | +20.79% | |
| Cornerstone Planning Group Llc | 0.13% | 30,044 | $1,026,904 | $1,021,196 | -$5,708 | -0.56% | |
| Lodestar Private Asset Management Llc | 0.09% | 28,955 | $988,379 | $984,180 | -$4,199 | -0.42% | |
| Wealthcare Capital Partners, Llc | 0.40% | 28,162 | $961,310 | $957,226 | -$4,084 | -0.42% | |
| Signature Estate & Investment Advisors Llc | 0.02% | 24,904 | $850,104 | $846,487 | -$3,617 | -0.43% | |
| Creative Financial Designs Inc | 0.04% | 24,147 | $824,258 | $820,757 | -$3,501 | -0.42% | |
| Arq Wealth Advisors, Llc | 0.09% | 21,174 | $723,728 | $719,704 | -$4,024 | -0.56% | |
| Flc Capital Advisors | 0.10% | 18,417 | $628,664 | $625,994 | -$2,670 | -0.42% |
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.