Who Owns CONVERGENCE LONG (CLSE)? -- Institutional Holders (2026-06-30)

119 institutions reported holding $429.1M of CONVERGENCE LONG (CLSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($45.5M), ENVESTNET ASSET MANAGEMENT INC ($30.8M), Rockefeller Capital Management L.P. ($30.3M), FLAGSHIP HARBOR ADVISORS, LLC ($28.2M), Janney Montgomery Scott LLC ($19.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$45.5M	1.3M	Added
2	ENVESTNET ASSET MANAGEMENT INC	$30.8M	903,081	Added
3	Rockefeller Capital Management L.P.	$30.3M	889,014	Added
4	FLAGSHIP HARBOR ADVISORS, LLC	$28.2M	825,375	Added
5	Janney Montgomery Scott LLC	$19.7M	577,593	Added
6	Riverwater Partners LLC	$17.4M	509,397	Trimmed
7	LIBERTY SQUARE WEALTH PARTNERS LLC	$14.6M	428,793	Added
8	PARK AVENUE SECURITIES LLC	$14.2M	416,634	Added
9	Redhawk Wealth Advisors, Inc.	$13.0M	382,186	Added
10	Tactive Advisors, LLC	$12.5M	365,074	Added
11	COTTONWOOD CAPITAL ADVISORS, LLC	$12.3M	361,235	Added
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.5M	337,647	Trimmed
13	HighTower Advisors, LLC	$11.1M	324,501	Added
14	Royal Bank of Canada	$10.4M	303,774	Added
15	Wealthcare Advisory Partners LLC	$8.7M	255,919	New
16	Sanctuary Advisors, LLC	$8.5M	248,343	Added
17	IFG Advisory, LLC	$7.6M	221,298	New
18	Brookwood Investment Group LLC	$6.7M	197,486	Added
19	Equitable Holdings, Inc.	$6.6M	192,536	Added
20	FOUNDERS FINANCIAL SECURITIES LLC	$6.5M	191,809	Added
21	Global Retirement Partners, LLC	$6.3M	185,348	Added
22	Integrated Wealth Concepts LLC	$5.4M	159,221	Added
23	Sowell Financial Services LLC	$5.3M	154,189	Trimmed
24	Stratos Wealth Advisors, LLC	$4.8M	139,621	New
25	Accurate Wealth Management, LLC	$4.4M	127,376	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30