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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $232.32M 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.

The top 10 institutional shareholders tracked on this page collectively account for approximately 60% 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

78

Total Reported Value

$232.32M

Largest Holder

Flagship Harbor Advisors, Llc

Largest Position

$21.46M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

84

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Flagship Harbor Advisors, Llc0.94%762,790$21,464,893———
Lpl Financial Llc0.01%706,548$19,882,254———
Rockefeller Capital Management L.P.0.03%538,711$15,159,342———
Riverwater Partners Llc4.92%524,596$14,762,139———
Redhawk Wealth Advisors, Inc.1.29%382,186$13,045,928———
Tactive Advisors, Llc3.07%365,074$12,461,802———
Envestnet Asset Management Inc0.00%422,524$11,889,834———
Wealth Enhancement Advisory Services, Llc0.02%383,513$11,006,823———
Liberty Square Wealth Partners Llc3.04%387,131$10,893,866———
Cottonwood Capital Advisors, Llc6.88%346,769$9,758,087———
Hightower Advisors, Llc0.01%311,090$8,754,073———
Wealthcare Advisory Partners Llc0.17%255,919$8,735,797———
Commonwealth Equity Services, Llc0.01%279,950$7,877,780———
Sowell Financial Services Llc0.24%230,722$6,492,526———
Founders Financial Securities Llc0.35%191,637$5,758,692———
Sanctuary Advisors, Llc0.03%170,232$4,790,328———
Brookwood Investment Group Llc0.57%158,489$4,459,880———
Accurate Wealth Management, Llc0.48%133,134$4,000,690———
Creative Planning0.00%127,619$3,591,208———
Mariner, Llc0.00%92,800$2,611,403———
Elyxium Wealth, Llc0.81%89,682$2,523,651———
Fifth Third Securities, Inc.0.15%82,045$2,308,771———
Integrated Wealth Concepts Llc0.01%55,413$1,559,318———
Equitable Holdings, Inc.0.01%56,279$1,538,105———
Stifel Financial Corp0.00%53,285$1,499,440———
Genesis Private Wealth, Llc0.46%51,834$1,458,609———
Denver Pwm, Llc0.49%42,939$1,417,408———
Per Stirling Capital Management, Llc.0.16%50,002$1,407,063———
Wcg Wealth Advisors Llc0.04%44,854$1,262,204———
Worth Asset Management, Llc0.40%36,926$1,260,470———
Empirical Asset Management, Llc0.33%44,516$1,252,673———
Foundations Investment Advisors, Llc0.02%44,198$1,243,726———
Ausdal Financial Partners, Inc.0.05%39,135$1,101,259———
Cannon Wealth Management Services, Llc0.73%38,322$1,078,381———
Fiscal Wisdom Wealth Management, Llc1.03%38,049$1,070,699———
Osaic Holdings, Inc.0.00%37,285$1,049,196———
Operose Advisors Llc0.24%36,725$1,033,454———
Wealthcare Capital Partners, Llc0.40%28,162$961,310———
Archford Capital Strategies, Llc0.11%33,276$936,373———
Cornerstone Planning Group Llc0.12%29,197$933,137———
Lodestar Private Asset Management Llc0.07%25,880$728,263———
Act Wealth Management, Llc0.17%17,151$585,435———
Signature Estate & Investment Advisors Llc0.01%20,401$574,089———
Atria Investments, Inc0.01%19,999$562,772———
Lasalle St. Investment Advisors, Llc0.08%19,620$552,106———
Richmond Investment Services, Llc0.09%18,830$529,874———
Guilbault Capital Llc0.27%17,264$485,809———
Apollon Wealth Management, Llc0.01%17,135$482,171———
Susquehanna International Group, Llp0.00%12,297$346,038———
Regal Investment Advisors Llc0.02%12,235$344,293———

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.

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