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 $381.20M in CLSE holdings during the latest filing period.
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 $44.38M, representing an estimated loss of -2.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
111
Total Reported Value
$381.20M
Largest Holder
Lpl Financial Llc
Largest Position
$45.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
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 | $44,375,593 | -$1,153,727 | -2.53% | |
| Envestnet Asset Management Inc | 0.01% | 903,081 | $30,826,679 | $30,045,505 | -$781,174 | -2.53% | |
| Rockefeller Capital Management L.P. | 0.05% | 889,014 | $30,346,511 | $29,577,496 | -$769,015 | -2.53% | |
| Flagship Harbor Advisors, Llc | 1.08% | 825,375 | $28,174,162 | $27,460,226 | -$713,936 | -2.53% | |
| Riverwater Partners Llc | 5.16% | 509,397 | $17,388,251 | $16,947,638 | -$440,613 | -2.53% | |
| Liberty Square Wealth Partners Llc | 3.49% | 428,793 | $14,636,851 | $14,265,943 | -$370,908 | -2.53% | |
| Redhawk Wealth Advisors, Inc. | 1.29% | 382,186 | $13,045,928 | $12,715,328 | -$330,600 | -2.53% | |
| Tactive Advisors, Llc | 3.07% | 365,074 | $12,461,802 | $12,146,012 | -$315,790 | -2.53% | |
| Cottonwood Capital Advisors, Llc | 7.43% | 361,235 | $12,330,766 | $12,018,288 | -$312,478 | -2.53% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 337,647 | $11,537,410 | $11,233,516 | -$303,894 | -2.63% | |
| Hightower Advisors, Llc | 0.01% | 324,501 | $11,076,844 | $10,796,148 | -$280,696 | -2.53% | |
| Royal Bank Of Canada | 0.00% | 303,774 | $10,369,000 | $10,106,561 | -$262,439 | -2.53% | |
| Wealthcare Advisory Partners Llc | 0.17% | 255,919 | $8,735,797 | $8,514,425 | -$221,372 | -2.53% | |
| Sanctuary Advisors, Llc | 0.04% | 248,343 | $8,477,189 | $8,262,372 | -$214,817 | -2.53% | |
| Ifg Advisory, Llc | 0.26% | 221,298 | $7,554,002 | $7,362,584 | -$191,418 | -2.53% | |
| Brookwood Investment Group Llc | 0.78% | 197,486 | $6,741,187 | $6,570,359 | -$170,828 | -2.53% | |
| Equitable Holdings, Inc. | 0.04% | 192,536 | $6,572,203 | $6,405,673 | -$166,530 | -2.53% | |
| Founders Financial Securities Llc | 0.34% | 191,809 | $6,547,402 | $6,381,485 | -$165,917 | -2.53% | |
| Integrated Wealth Concepts Llc | 0.03% | 159,216 | $5,435,007 | $5,297,116 | -$137,891 | -2.54% | |
| Sowell Financial Services Llc | 0.17% | 154,189 | $5,263,242 | $5,129,868 | -$133,374 | -2.53% | |
| Stratos Wealth Advisors, Llc | 0.26% | 139,621 | $4,765,963 | $4,645,191 | -$120,772 | -2.53% | |
| Accurate Wealth Management, Llc | 0.42% | 127,376 | $4,352,432 | $4,237,800 | -$114,632 | -2.63% | |
| Mcadam, Llc | 0.16% | 123,024 | $4,199,429 | $4,093,008 | -$106,421 | -2.53% | |
| Mariner, Llc | 0.00% | 92,800 | $3,167,741 | $3,087,456 | -$80,285 | -2.53% | |
| Fifth Third Securities, Inc. | 0.17% | 88,759 | $3,029,818 | $2,953,012 | -$76,806 | -2.54% | |
| Elyxium Wealth, Llc | 0.32% | 88,590 | $3,024,020 | $2,947,389 | -$76,631 | -2.53% | |
| Wcg Wealth Advisors Llc | 0.07% | 86,788 | $2,962,526 | $2,887,437 | -$75,089 | -2.53% | |
| Richmond Investment Services, Llc | 0.87% | 80,356 | $2,742,953 | $2,673,444 | -$69,509 | -2.53% | |
| Newedge Advisors, Llc | 0.01% | 78,822 | $2,690,584 | $2,622,408 | -$68,176 | -2.53% | |
| Stifel Financial Corp | 0.00% | 77,712 | $2,652,707 | $2,585,478 | -$67,229 | -2.53% | |
| Genesis Private Wealth, Llc | 0.66% | 68,665 | $2,343,880 | $2,284,485 | -$59,395 | -2.53% | |
| Osaic Holdings, Inc. | 0.00% | 58,925 | $2,011,590 | $1,960,435 | -$51,155 | -2.54% | |
| Cerity Partners Llc | 0.00% | 57,117 | $1,949,689 | $1,900,283 | -$49,406 | -2.53% | |
| Guilbault Capital Llc | 1.81% | 52,756 | $1,800,826 | $1,755,192 | -$45,634 | -2.53% | |
| Cannon Wealth Management Services, Llc | 0.96% | 51,478 | $1,757,202 | $1,712,673 | -$44,529 | -2.53% | |
| Per Stirling Capital Management, Llc. | 0.16% | 50,002 | $1,706,827 | $1,663,567 | -$43,260 | -2.53% | |
| Rps Advisory Solutions Llc | 1.11% | 49,142 | $1,677,472 | $1,634,954 | -$42,518 | -2.53% | |
| Denver Pwm, Llc | 0.53% | 48,283 | $1,633,410 | $1,606,375 | -$27,035 | -1.66% | |
| Empirical Asset Management, Llc | 0.36% | 47,217 | $1,611,769 | $1,570,910 | -$40,859 | -2.54% | |
| Ausdal Financial Partners, Inc. | 0.06% | 46,164 | $1,575,808 | $1,535,876 | -$39,932 | -2.53% | |
| Fiscal Wisdom Wealth Management, Llc | 1.26% | 43,441 | $1,482,859 | $1,445,282 | -$37,577 | -2.53% | |
| Mml Investors Services, Llc | 0.00% | 42,898 | $1,464,323 | $1,427,216 | -$37,107 | -2.53% | |
| Foundations Investment Advisors, Llc | 0.01% | 42,473 | $1,449,809 | $1,413,077 | -$36,732 | -2.53% | |
| Sigma Planning Corp | 0.04% | 42,453 | $1,449,135 | $1,412,411 | -$36,724 | -2.53% | |
| Worth Asset Management, Llc | 0.40% | 36,926 | $1,260,470 | $1,228,528 | -$31,942 | -2.53% | |
| Operose Advisors Llc | 0.24% | 36,725 | $1,253,624 | $1,221,841 | -$31,783 | -2.54% | |
| White Knight Strategic Wealth Advisors, Llc | 0.86% | 36,007 | $1,229,099 | $1,197,953 | -$31,146 | -2.53% | |
| International Assets Investment Management, Llc | 0.07% | 34,930 | $1,179,586 | $1,162,121 | -$17,465 | -1.48% | |
| Kovack Advisors, Inc. | 0.06% | 34,018 | $1,161,196 | $1,131,779 | -$29,417 | -2.53% | |
| Castleview Partners, Llc | 0.51% | 33,845 | $1,155,299 | $1,126,023 | -$29,276 | -2.53% |
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.