CONVERGENCE LONG/SHORT EQY CLSE
$33.26
-1.5% 52w: $22.71 – $34.45
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data22.7128.5834.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+13 QoQ
13F value
$221.3M
+44.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CLSE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 762.8K | $21.5M | 0.9% | +8.1% |
| LPL Financial LLC | Bank broker | 706.5K | $19.9M | 0.0% | +1.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 538.7K | $15.2M | 0.0% | +217.5% |
| Riverwater Partners LLC | Other | 524.6K | $14.8M | 4.9% | +1.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 438.2K | $12.3M | 0.0% | +24.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 422.5K | $11.9M | 0.0% | +70.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 383.5K | $11.0M | 0.0% | +31.2% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | Wealth advisor | 387.1K | $10.9M | 3.0% | +23.1% |
| COTTONWOOD CAPITAL ADVISORS, LLC | Wealth advisor | 346.8K | $9.8M | 6.9% | +2.1% |
| HighTower Advisors, LLC | Diversified mechanical | 311.1K | $8.8M | 0.0% | +1341.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 279.9K | $7.9M | 0.0% | New |
| Tactive Advisors, LLC | Wealth advisor | 257.1K | $7.2M | 2.0% | +15.3% |
| Sowell Financial Services LLC | Wealth advisor | 230.7K | $6.5M | 0.2% | +2.0% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 191.6K | $5.8M | 0.3% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 170.2K | $4.8M | 0.0% | +223.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 166.0K | $4.7M | 0.0% | +40.1% |
| Brookwood Investment Group LLC | Wealth advisor | 158.5K | $4.5M | 0.6% | New |
| Accurate Wealth Management, LLC | Other | 133.1K | $4.0M | 0.5% | -14.7% |
| Creative Planning | Wealth advisor | 127.6K | $3.6M | 0.0% | Held |
| Mariner, LLC | Diversified mechanical | 92.8K | $2.6M | 0.0% | -0.8% |
| Elyxium Wealth, LLC | Other | 89.7K | $2.5M | 0.8% | -18.4% |
| Fifth Third Securities, Inc. | Wealth advisor | 82.0K | $2.3M | 0.1% | -3.4% |
| Integrated Wealth Concepts LLC | Wealth advisor | 55.4K | $1.6M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 56.3K | $1.5M | 0.0% | +78.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 53.3K | $1.5M | 0.0% | New |
| GENESIS PRIVATE WEALTH, LLC | Wealth advisor | 51.8K | $1.5M | 0.5% | +28.3% |
| Denver PWM, LLC | Wealth advisor | 42.9K | $1.4M | 0.5% | New |
| Per Stirling Capital Management, LLC. | Wealth advisor | 50.0K | $1.4M | 0.2% | +99.9% |
| Redhawk Wealth Advisors, Inc. | Wealth advisor | 45.7K | $1.3M | 0.1% | New |
| WCG Wealth Advisors LLC | Wealth advisor | 44.9K | $1.3M | 0.0% | +31.8% |
| Empirical Asset Management, LLC | Wealth advisor | 44.5K | $1.3M | 0.3% | +4.9% |
| Foundations Investment Advisors, LLC | Wealth advisor | 44.2K | $1.2M | 0.0% | +12.9% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 39.1K | $1.1M | 0.0% | +256.1% |
| Cannon Wealth Management Services, LLC | Wealth advisor | 38.3K | $1.1M | 0.7% | +15.6% |
| Fiscal Wisdom Wealth Management, LLC | Other | 38.0K | $1.1M | 1.0% | +116.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 37.3K | $1.0M | 0.0% | New |
| Operose Advisors LLC | Wealth advisor | 36.7K | $1.0M | 0.2% | Held |
| Archford Capital Strategies, LLC | Wealth advisor | 33.3K | $936K | 0.1% | +2.8% |
| Cornerstone Planning Group LLC | Wealth advisor | 29.2K | $933K | 0.1% | New |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 25.9K | $728K | 0.1% | +14.1% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 20.4K | $574K | 0.0% | +126.7% |
| Atria Investments, Inc | Wealth advisor | 20.0K | $563K | 0.0% | -19.0% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 19.6K | $552K | 0.1% | +7.5% |
| Richmond Investment Services, LLC | Wealth advisor | 18.8K | $530K | 0.1% | New |
| Guilbault Capital LLC | Wealth advisor | 17.3K | $486K | 0.5% | New |
| Apollon Wealth Management, LLC | Diversified mechanical | 17.1K | $482K | 0.0% | +0.1% |
| ACT WEALTH MANAGEMENT, LLC | Wealth advisor | 14.9K | $418K | 0.1% | +3.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 12.3K | $346K | 0.0% | New |
| Regal Investment Advisors LLC | Wealth advisor | 12.2K | $344K | 0.0% | +4.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 11.5K | $324K | 0.0% | +32.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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