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Convergence Long/Short Equity ETF (CLSE) Institutional Ownership

$34.14 +0.07 (+0.21%)
As of 11:27 AM Eastern
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Institutional Ownership Changes (13F Filings) for Convergence Long/Short Equity ETF (BATS:CLSE)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$15.29M
Number of
Institutional Sellers
(last 12 months)
0
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CLSE Institutional Buying and Selling by Quarter

Convergence Long/Short Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Worth Asset Management LLC36,926$1.26M0.4%N/A0.460%
5/6/2026Cornerstone Planning Group LLC29,197$822K0.1%N/A0.364%
5/5/2026Bank of New York Mellon Corp11,520$324K0.0%+32.2%0.144%
5/5/2026Advisors Preferred LLC1,581$44K0.0%+663.8%0.020%
4/22/2026Janney Montgomery Scott LLC438,249$12.33M0.0%+24.6%5.464%
2/11/2026Janney Montgomery Scott LLC351,785$9.61M0.0%+338.3%4.386%
2/5/2026Elyxium Wealth LLC109,947$3.01M0.0%+5.3%1.371%
1/21/2026 Flagship Harbor Advisors LLC705,459$19.28M0.9%+4.5%8.796%
11/10/2025Advisors Preferred LLC1,488$39K0.0%N/A0.019%
11/5/2025Elyxium Wealth LLC104,435$2.72M0.9%+76.7%1.302%
10/10/2025 Fifth Third Securities Inc.84,645$2.20M0.2%+21.8%1.055%
8/5/2025Elyxium Wealth LLC59,093$1.38M0.5%+84.0%0.737%
7/17/2025Janney Montgomery Scott LLC74,966$1.75M0.0%-36.1%0.935%
7/17/2025 Fifth Third Securities Inc.69,495$1.62M0.1%N/A0.867%
5/16/2025Integrated Wealth Concepts LLC82,756$1.79M0.0%-2.1%1.048%
5/12/2025Operose Advisors LLC36,725$794K0.3%N/A0.492%
5/9/2025Cary Street Partners Financial LLC15,973$345K0.0%-51.0%0.214%
5/5/2025Elyxium Wealth LLC32,111$694K0.3%+24.7%0.430%
4/17/2025Janney Montgomery Scott LLC117,335$2.54M0.0%-40.9%1.499%
2/17/2025Elyxium Wealth LLC25,755$590K0.4%N/A0.625%
2/17/2025Cary Street Partners Financial LLC32,602$747K0.0%N/A0.791%
2/14/2025Integrated Wealth Concepts LLC84,539$1.94M0.0%N/A2.052%
1/21/2025Archford Capital Strategies LLC47,219$1.08M0.2%+6.5%1.146%
1/17/2025Janney Montgomery Scott LLC198,453$4.55M0.0%N/A4.817%
7/17/2024Archford Capital Strategies LLC45,664$979K0.2%N/A1.108%


CLSE Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of Convergence Long/Short Equity ETF. The most heavily invested institutionals were Flagship Harbor Advisors LLC ($19.28M), Janney Montgomery Scott LLC ($12.33M), Elyxium Wealth LLC ($3.01M), Fifth Third Securities Inc. ($2.20M), Integrated Wealth Concepts LLC ($1.79M), Worth Asset Management LLC ($1.26M), and Archford Capital Strategies LLC ($1.08M).Learn more on Convergence Long/Short Equity ETF's institutional investors.

Of the 12 institutional investors that purchased Convergence Long/Short Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($556.45K), Elyxium Wealth LLC ($109.95K), Fifth Third Securities Inc. ($84.65K), Integrated Wealth Concepts LLC ($84.54K), Worth Asset Management LLC ($36.93K), Operose Advisors LLC ($36.73K), and Cary Street Partners Financial LLC ($32.60K).

Institutional investors have bought a total of 552,972 shares in the last 24 months. This purchase volume represents approximately $15.29M in transactions.


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This page (BATS:CLSE) was last updated on 7/24/2026 by MarketBeat.com Staff.
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