CLSE

Convergence Long/short Eqy
UnclassifiedUSCUSIP 89834G760◍ Confluence graph
Tracked 13F Holders
15
+6 QoQ
13F Value (tracked)
$29.7M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 3 trimming
Insider net (180d)$0
Price history not yet available for CLSE.
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Use CLSE data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns CLSE

This stock page is the Follow view. The Build view lets your agent query CLSE owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/CLSE"
Ask your agent
Use Arkolith to show who owns CLSE,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

15 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$11.0M
384K
+31%
Added · +91K sh
Q1 2026
2Sowell Financial Services LLC
$6.5M
231K
+2.0%
Added · +5K sh
Q1 2026
3Sanctuary Advisors, LLC
$4.8M
170K
+223%
Added · +118K sh
Q1 2026
4Integrated Wealth Concepts LLC
$1.6M
55K
New
+55K sh
Q1 2026
5Equitable Holdings, Inc.
$1.5M
56K
+78%
Added · +25K sh
Q1 2026
6FOUNDATIONS INVESTMENT ADVISORS, LLC
$1.2M
44K
+13%
Added · +5K sh
Q1 2026
7Ausdal Financial Partners, Inc.
$1.1M
39K
+256%
Added · +28K sh
Q1 2026
8SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
$574K
20K
+127%
Added · +11K sh
Q1 2026
9Atria Investments, Inc
$563K
20K
−19%
Reduced · −5K sh
Q1 2026
10Regal Investment Advisors LLC
$344K
12K
+4.7%
Added · +545 sh
Q1 2026
11Sigma Planning Corp
$237K
8K
−25%
Reduced · −3K sh
Q1 2026
12Steward Partners Investment Advisory, LLC
$231K
8K
+763%
Added · +7K sh
Q1 2026
13Cassaday & Co Wealth Management LLC
$48K
2K
New
+2K sh
Q1 2026
14IFP Advisors, Inc
$15K
523
New
+523 sh
Q1 2026
15Arax Advisory Partners
$3K
120
−80%
Reduced · −468 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
6
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

37 funds+31 since Q2 2022
01937Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $126.3M

Funds that own CLSE also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV20 funds$7.1B
MICROSOFT CORPMSFT20 funds$5.0B
NVIDIA CORPNVDA20 funds$4.8B
SS SPDR S&P 500 ETF TRUST-USSPY20 funds$3.9B
ALPHABET INC-CL AGOOGL20 funds$3.6B
VANGUARD S&P 500 ETFVOO20 funds$2.8B
ISHARES CORE U.S. AGGREGATEAGG20 funds$2.3B
VANGUARD GROWTH ETFVUG20 funds$2.3B
JPMORGAN CHASE & COJPM20 funds$2.2B
META PLATFORMS INC-CLASS AMETA20 funds$2.1B
BROADCOM INCAVGO20 funds$2.1B
ALPHABET INC-CL CGOOG20 funds$1.9B

Ranked by how many of CLSE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CLSE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.