Convergence Long/Short Equity ETF (CLSE)
ETF ยท Cboe BZX
Convergence Long/Short Equity ETF (CLSE) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 29, 2009.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- December 29, 2009
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 115 institutions reported holding CLSE, with 12.3 million shares worth $418.0 million in aggregate. The largest reported holder was Lpl Financial, with 1.3 million shares worth $45.5 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 1,333,802 | $46M | Added 88.78% |
| Envestnet Asset Management | 903,081 | $31M | Added 113.73% |
| Rockefeller Capital Management | 889,014 | $30M | Added 65.03% |
| Flagship Harbor Advisors | 825,375 | $28M | Added 8.2% |
| Janney Montgomery Scott | 577,593 | $20M | Added 31.8% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CLSE?
Convergence Long/Short Equity ETF (CLSE) is an exchange-traded fund listed on Cboe BZX, where it has traded since December 29, 2009.
Who are the largest institutional holders of CLSE?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CLSE were Lpl Financial, Envestnet Asset Management and Rockefeller Capital Management.
How many institutions own CLSE?
115 institutions reported a position in CLSE for the quarter ended June 30, 2026, worth $418.0 million in total.
Did institutions buy or sell CLSE last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for CLSE.
Every reported institutional holder, plus insider and congressional trades in CLSE, on SentiSense.