13FBOX
CONVERGENCE LONG/SHORT EQUITY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
C

CONVERGENCE LONG/SHORT EQUITY ETF

CLSE
持有机构数
114
机构合计市值 (Q2 2026)
$4.22亿
机构合计股数 (Q2 2026)
1,236.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+500.2万股
92 · 45 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-46.5万股
16 · 4 清仓 · ≈
⚖️ 净额
+453.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.22亿
持有机构数
114
新买入
45
加仓
47
减仓
12
清仓
4
持股不变
10
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.01%0.01%#76$4,552.9万133.4万股$1,988.2万70.7万股+62.7万股+88.78%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%<0.01%#80$3,082.7万90.3万股$1,189.0万42.3万股+48.1万股+113.73%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.05%0.03%#53$3,034.7万88.9万股$1,515.9万53.9万股+35.0万股+65.03%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
1.08%0.94%#10$2,817.4万82.5万股$2,146.5万76.3万股+6.3万股+8.20%加仓
Janney Montgomery Scott LLC
0.04%0.03%#58$1,971.6万57.8万股$1,233.2万43.8万股+13.9万股+31.80%加仓
Riverwater Partners LLC
5.16%4.92%#2$1,738.8万50.9万股$1,476.2万52.5万股-1.5万股-2.90%减仓
LIBERTY SQUARE WEALTH PARTNERS LLC
3.49%3.04%#3$1,463.7万42.9万股$1,089.4万38.7万股+4.2万股+10.76%加仓
PARK AVENUE SECURITIES LLC
0.09%0.04%#44$1,422.2万41.7万股$467.2万16.6万股+25.1万股+150.96%加仓
Redhawk Wealth Advisors, Inc.
1.29%0.14%#7$1,304.6万38.2万股$128.6万4.6万股+33.6万股+736.35%加仓
Tactive Advisors, LLC
3.07%2.04%#4$1,246.2万36.5万股$723.5万25.7万股+10.8万股+41.99%加仓
COTTONWOOD CAPITAL ADVISORS, LLC
7.43%6.88%#1$1,233.1万36.1万股$975.8万34.7万股+1.4万股+4.17%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#66$1,153.7万33.8万股$1,100.7万38.4万股-4.6万股-11.96%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#75$1,107.7万32.5万股$875.4万31.1万股+1.3万股+4.31%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#100$1,036.9万30.4万股$4.3万1,555股+30.2万股+19,435.31%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.17%#32$873.6万25.6万股$00股+25.6万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
0.04%0.03%#55$847.7万24.8万股$479.0万17.0万股+7.8万股+45.89%加仓
Brookwood Investment Group LLC
0.76%0.55%#15$674.1万19.7万股$446.0万15.8万股+3.9万股+24.61%加仓
Equitable控股Equitable Holdings, Inc.
0.04%0.01%#57$657.2万19.3万股$153.8万5.6万股+13.6万股+242.11%加仓
FOUNDERS FINANCIAL SECURITIES LLC
0.34%0.32%#24$654.7万19.2万股$575.9万19.2万股+172股+0.09%加仓
全球退休合伙人Global Retirement Partners, LLC
0.1%#42$632.7万18.5万股$00股+18.5万股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.01%#62$543.5万15.9万股$155.9万5.5万股+10.4万股+187.33%加仓
Sowell Financial Services LLC
0.17%0.24%#31$526.3万15.4万股$649.3万23.1万股-7.7万股-33.17%减仓
Stratos Wealth Advisors, LLC
0.26%#26$476.6万14.0万股$00股+14.0万股新买入
Accurate Wealth Management, LLC
0.41%0.48%#19$435.2万12.7万股$400.1万13.3万股-5,758股-4.32%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#93$430.7万12.6万股$359.1万12.8万股-1,450股-1.14%减仓
McAdam, LLC
0.16%#34$419.9万12.3万股$00股+12.3万股新买入
MarinerMariner, LLC
<0.01%<0.01%#89$316.8万9.3万股$261.1万9.3万股00.00%持仓不变
FIFTH THIRD SECURITIES, INC.
0.17%0.15%#29$303.0万8.9万股$230.9万8.2万股+6,714股+8.18%加仓
Elyxium Wealth, LLC
0.32%0.81%#25$302.4万8.9万股$252.4万9.0万股-1,092股-1.22%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.07%0.04%#49$296.3万8.7万股$126.2万4.5万股+4.2万股+93.49%加仓
Richmond Investment Services, LLC
0.87%0.09%#13$274.3万8.0万股$53.0万1.9万股+6.2万股+326.74%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%#79$269.1万7.9万股$00股+7.9万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#96$265.3万7.8万股$149.9万5.3万股+2.4万股+45.84%加仓
GENESIS PRIVATE WEALTH, LLC
0.66%0.46%#16$234.4万6.9万股$145.9万5.2万股+1.7万股+32.47%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#94$201.2万5.9万股$104.9万3.7万股+2.2万股+58.04%加仓
Cerity合伙人Cerity Partners LLC
<0.01%#95$195.0万5.7万股$00股+5.7万股新买入
VIMA LLC
1.77%#6$182.8万5.4万股$00股+5.4万股新买入
Guilbault Capital LLC
1.81%0.53%#5$180.1万5.3万股$48.6万1.7万股+3.5万股+205.58%加仓
Cannon Wealth Management Services, LLC
0.96%0.73%#12$175.7万5.1万股$107.8万3.8万股+1.3万股+34.33%加仓
Per Stirling Capital Management, LLC.
0.16%0.16%#35$170.7万5.0万股$140.7万5.0万股00.00%持仓不变
RPS ADVISORY SOLUTIONS LLC
1.11%0.12%#9$167.7万4.9万股$21.2万7,540股+4.2万股+551.75%加仓
FIG FINANCIAL ADVISORY SERVICES INC /ADV
0.97%#11$166.3万4.9万股$00股+4.9万股新买入
Denver PWM, LLC
0.53%0.49%#17$163.3万4.8万股$141.7万4.3万股+5,344股+12.45%加仓
Empirical Asset Management, LLC
0.36%0.33%#22$161.2万4.7万股$125.3万4.5万股+2,701股+6.07%加仓
Ausdal Financial Partners, Inc.
0.06%0.05%#51$157.6万4.6万股$110.1万3.9万股+7,029股+17.96%加仓
Fiscal Wisdom Wealth Management, LLC
1.26%1.03%#8$148.3万4.3万股$107.1万3.8万股+5,392股+14.17%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#91$146.4万4.3万股$00股+4.3万股新买入
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.01%0.02%#69$145.0万4.2万股$124.4万4.4万股-1,725股-3.90%减仓
Sigma Planning Corp
0.04%0.01%#60$144.9万4.2万股$23.7万8,420股+3.4万股+404.19%加仓
Worth Asset Management, LLC
0.4%#20$126.0万3.7万股$00股+3.7万股新买入

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