Who owns CLSE?
Convergence Long/Short Equity ETF
116 institutions reported holding CLSE, worth $429.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CLSE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $45.5M | 1,333,802 | +627,254 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $30.8M | 903,081 | +480,557 shares |
| Rockefeller Capital Management L.P. | New York, NY | $30.3M | 889,014 | +350,303 shares |
| Flagship Harbor Advisors, LLC | Boston, MA | $28.2M | 825,375 | +62,585 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $19.7M | 577,593 | +139,344 shares |
| Riverwater Partners LLC | Milwaukee, WI | $17.4M | 509,397 | −15,199 shares |
| Liberty Square Wealth Partners LLC | Bethlehem, PA | $14.6M | 428,793 | +41,662 shares |
| Park Avenue Securities LLC | New York, NY | $14.2M | 416,634 | +250,615 shares |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | $13.0M | 382,186 | +336,489 shares |
| Tactive Advisors, LLC | Jacksonville, FL | $12.5M | 365,074 | +107,965 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CLSE?
116 institutional managers reported holding CLSE in Form 13F filings for June 30, 2026, worth $429.1M in total. The largest reported position was held by LPL Financial LLC, at $45.5M.
Did institutions buy or sell CLSE last quarter?
Reported 13F value rose 93.8% from March 31, 2026, which includes price moves as well as buying and selling. 44 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CLSE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.