Convergence Long/Short Equity ETF (CLSE) Institutional Ownership $23.37 +2.33 (+11.07%) Closing price 06/24/2025 03:57 PM EasternExtended Trading$23.33 -0.04 (-0.17%) As of 04:00 AM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Convergence Long/Short Equity ETF (BATS:CLSE)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$9.81MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$2.15M Get CLSE Insider Trade Alerts Want to know when executives and insiders are buying or selling Convergence Long/Short Equity ETF stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data CLSE Institutional Buying and Selling by Quarter Convergence Long/Short Equity ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 Integrated Wealth Concepts LLC82,756$1.79M0.0%-2.1%1.048% 5/12/2025 Operose Advisors LLC36,725$794K0.3%N/A0.492% 5/9/2025 Cary Street Partners Financial LLC15,973$345K0.0%-51.0%0.214% 5/5/2025 Elyxium Wealth LLC32,111$694K0.3%+24.7%0.430% 4/17/2025 Janney Montgomery Scott LLC117,335$2.54M0.0%-40.9%1.499% 2/17/2025 Elyxium Wealth LLC25,755$590K0.4%N/A0.625% 2/17/2025 Cary Street Partners Financial LLC32,602$747K0.0%N/A0.791% 2/14/2025 Integrated Wealth Concepts LLC84,539$1.94M0.0%N/A2.052% 1/21/2025 Archford Capital Strategies LLC47,219$1.08M0.2%+6.5%1.146% 1/17/2025 Janney Montgomery Scott LLC198,453$4.55M0.0%N/A4.817% 7/17/2024 Archford Capital Strategies LLC45,664$979K0.2%N/A1.108% (Data available from 1/1/2016 forward) CLSE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CLSE shares? During the previous two years, the following institutional investors and hedge funds held shares of Convergence Long/Short Equity ETF shares: Janney Montgomery Scott LLC ($2.54M), Integrated Wealth Concepts LLC ($1.79M), Archford Capital Strategies LLC ($1.08M), Operose Advisors LLC ($794K), and Elyxium Wealth LLC ($694K), Cary Street Partners Financial LLC ($345K).Learn more on Convergence Long/Short Equity ETF's institutional investors. Which institutional investors have been buying Convergence Long/Short Equity ETF's stock? The following institutional investors have purchased Convergence Long/Short Equity ETF's stock in the last 24 months: Janney Montgomery Scott LLC ($198.45K), Integrated Wealth Concepts LLC ($84.54K), Archford Capital Strategies LLC ($48.54K), Operose Advisors LLC ($36.73K), Cary Street Partners Financial LLC ($32.60K), and Elyxium Wealth LLC ($32.11K). How much institutional buying is happening at Convergence Long/Short Equity ETF? Institutional investors have bought a total of 432,971 shares in the last 24 months. This purchase volume represents approximately $9.81M in transactions. Which of Convergence Long/Short Equity ETF's major shareholders have been selling company stock? The following institutional investors have sold Convergence Long/Short Equity ETF stock in the last 24 months: Janney Montgomery Scott LLC ($81.12K), Cary Street Partners Financial LLC ($16.63K), and Integrated Wealth Concepts LLC ($1.78K). How much institutional selling is happening at Convergence Long/Short Equity ETF? Institutional investors have sold a total of 99,530 shares in the last 24 months. This volume of shares sold represents approximately $2.15M in transactions. 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