Who Owns Convergence Long/Short Equity ETF (CLSE)?Hedge Fund & Institutional Holders

$28.11+0.36 (+1.30%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.9280000140000009e+233T

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$20.12$22.31$24.50$26.68$28.87Sep 24Jun 25Mar 26

CLSE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FLAGSHIP HARBOR ADVISORS, LLCNew Position+705K+$19.3B
Riverwater Partners LLCNew Position+516K+$14.0B
COTTONWOOD CAPITAL ADVISORS, LLCNew Position+339K+$9.3B
LIBERTY SQUARE WEALTH PARTNERS LLCNew Position+315K+$8.6B
Sowell Financial Services LLCNew Position+226K+$6.2B
Accurate Wealth Management, LLCNew Position+156K+$4.3B
Rockefeller Capital Management L.P.Increased+167K+$4.0B
Elyxium Wealth, LLCNew Position+110K+$3.0B
WCG Wealth Advisors LLCNew Position+34K+$929.0M
GENESIS PRIVATE WEALTH, LLCIncreased+33K+$901.5M
Per Stirling Capital Management, LLC.New Position+25K+$683.0M
LODESTAR PRIVATE ASSET MANAGEMENT LLCNew Position+23K+$620.0M
Cannon Wealth Management Services, LLCIncreased+13K+$385.2M
Empirical Asset Management, LLCIncreased+12K+$377.2M
Belpointe Asset Management LLCNew Position+11K+$300.0M

CLSE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Integrated Wealth Concepts LLCClosed Position-51K-$1.3B
Quantinno Capital Management LPClosed Position-9K-$227.5M
Sigma Planning CorpDecreased-4K-$82.1M
Advisory Services Network, LLCClosed Position-2K-$40.5M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-327-$9.2M
LaSalle St. Investment Advisors, LLCDecreased-5K-$95K
Advisors Preferred, LLCDecreased-1K-$33K
Tactive Advisors, LLCDecreased-9K-$-62.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FLAGSHIP HARBOR ADVISORS, LLC705,459$19.3B0.91%Share
2Riverwater Partners LLC515,745$14.0B5.43%Share
3COTTONWOOD CAPITAL ADVISORS, LLC339,478$9.3B6.61%Share
4LIBERTY SQUARE WEALTH PARTNERS LLC314,529$8.6B2.45%Share
5Sowell Financial Services LLC226,164$6.2B0.23%Share
6Tactive Advisors, LLC222,982$6.1B1.79%Share
7Accurate Wealth Management, LLC156,059$4.3B0.55%Share
8Rockefeller Capital Management L.P.167,749$4.0B7.20%Share
9Elyxium Wealth, LLC102,519$2.8B0.78%Share
10Empirical Asset Management, LLC42,445$1.2B0.33%Share
11GENESIS PRIVATE WEALTH, LLC40,412$1.1B0.34%Share
12RPS ADVISORY SOLUTIONS LLC37,409$1.0B0.48%Share
13Operose Advisors LLC36,725$1.0B0.23%Share
14WCG Wealth Advisors LLC34,022$929.0M0.03%Share
15Cannon Wealth Management Services, LLC33,155$906.0M0.64%Share
16Per Stirling Capital Management, LLC.25,011$683.0M0.08%Share
17LODESTAR PRIVATE ASSET MANAGEMENT LLC22,690$620.0M0.06%Share
18ACT WEALTH MANAGEMENT, LLC14,385$393.0M0.13%Share
19Regal Investment Advisors LLC11,690$319.0M0.02%Share
20Sigma Planning Corp11,230$306.0M0.01%Share
21Belpointe Asset Management LLC11,005$300.0M0.01%Share
22Heck Capital Advisors, LLC10,691$292.0M0.02%Share
23Coastal Bridge Advisors, LLC10,627$290.0M0.02%Share
24Able Wealth Management LLC9,319$254.0M0.08%Share
25SIGNATURE ESTATE & INVESTMENT ADVISORS LLC9,001$246.0M0.00%Share
26Elyxium Wealth, LLC7,428$203.0M0.06%Share
27LPL Financial LLC696,058$19.0M0.01%Share
28PRIVATE TRUST CO NA622$16.0M0.00%Share
29Janney Montgomery Scott LLC351,785$9.0M0.02%Share
30WEALTH ENHANCEMENT ADVISORY SERVICES, LLC292,322$8.1M0.01%Share
31ENVESTNET ASSET MANAGEMENT INC247,412$6.0M0.00%Share
32PARK AVENUE SECURITIES LLC118,460$3.2M0.03%Share
33Global Retirement Partners, LLC121,799$3.0M0.05%Share
34FIFTH THIRD SECURITIES, INC.84,969$2.3M0.15%Share
35Mariner, LLC93,506$2.0M0.00%Share
36HARBOUR INVESTMENTS, INC.37,160$1.0M0.02%Share
37Archford Capital Strategies, LLC32,379$884K0.10%Share
38LaSalle St. Investment Advisors, LLC18,259$499K0.08%Share
39Fiscal Wisdom Wealth Management, LLC17,608$481K0.45%Share
40Apollon Wealth Management, LLC17,125$468K0.01%Share
41Ausdal Financial Partners, Inc.10,990$300K0.01%Share
42Sloy Dahl & Holst, LLC9,870$269K0.03%Share
43SeaCrest Wealth Management, LLC7,688$213K0.02%Share
44Allworth Financial LP5,459$149K0.00%Share
45Advisors Preferred, LLC207$5K0.00%Share
46Creative Planning127,619$3K0.00%Share
47NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28$1K0.00%Share
48FOUNDATIONS INVESTMENT ADVISORS, LLC39,139$1K0.00%Share
49New Millennium Group LLC1$00.00%Share
50Steward Partners Investment Advisory, LLC950$00.00%Share

CLSE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$84.7B+28
Q3 202533$37.9B-10
Q2 202543$84.2B+1
Q1 202542$66.7B+0
Q4 202442$434.6B+15
Q3 202427$9.9T+9
Q2 202418$8.6B+6
Q1 202412$12.3B—

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As of Q4 2025, 50 institutional investors hold CLSE (Convergence Long/Short Equity ETF). The largest holder is FLAGSHIP HARBOR ADVISORS, LLC with $19.3B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CLSE?

As of Q4 2025, 50 institutional investors report holding CLSE (Convergence Long/Short Equity ETF) in their 13F filings.

Who is the largest institutional holder of CLSE?

The largest institutional holder of CLSE is FLAGSHIP HARBOR ADVISORS, LLC with $19.3B in shares.

Is institutional ownership of CLSE increasing or decreasing?

This quarter, 11 institutions opened new positions in CLSE and 3 closed their positions.