Public ownership evidence

Convergence Long/Short Equity ETF (CLSE) Ownership Disclosures

Read CLSE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Convergence Long/Short Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Archer Investment Corp
Report period
2026-06-30
Available
2026-08-20
Reported shares
480
Value (USD)
$16,385
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001162044-26-000700
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CLSE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CLSE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Archer Investment Corp2026-06-302026-08-20480$16,385None
Denver PWM, LLC2026-06-302026-08-1948,283$1,633,410None
Coastal Bridge Advisors, LLC2026-06-302026-08-1814,551$496,683None
Equitable Holdings, Inc.2026-06-302026-08-18192,536$6,572,203None
Riverwater Partners LLC2026-06-302026-08-15509,397$17,388,251None
White Knight Strategic Wealth Advisors, LLC2026-06-302026-08-1536,007$1,229,099None
WCG Wealth Advisors LLC2026-06-302026-08-1586,788$2,962,526None
Western Wealth Management, LLC2026-06-302026-08-155,949$203,072None
Foundations Investment Advisors, LLC2026-06-302026-08-1542,473$1,449,809None
IFG Advisory, LLC2026-06-302026-08-15221,298$7,554,002None
Per Stirling Capital Management, LLC.2026-06-302026-08-1550,002$1,706,827None
OSAIC HOLDINGS, INC.2026-06-302026-08-1558,925$2,011,590None
Regal Investment Advisors LLC2026-06-302026-08-1513,020$444,438None
BROWN ADVISORY INC2026-06-302026-08-1517,054$582,138None
Ausdal Financial Partners, Inc.2026-06-302026-08-1546,164$1,575,808None
Cerity Partners LLC2026-06-302026-08-1557,117$1,949,689None
ROYAL BANK OF CANADA2026-06-302026-08-15332$11,000None
ROYAL BANK OF CANADA2026-06-302026-08-15303,442$10,358,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,150$39,255None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$17None
Operose Advisors LLC2026-06-302026-08-1436,725$1,253,624None
Visionary Wealth Advisors2026-06-302026-08-147,143$243,827None
Sanctuary Advisors, LLC2026-06-302026-08-14248,343$8,477,189None
Rockefeller Capital Management L.P.2026-06-302026-08-14889,014$30,346,511None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1422,700$774,865None
Mariner, LLC2026-06-302026-08-1492,800$3,167,741None
Creative Planning2026-06-302026-08-14126,169$4,306,790None
Sloy Dahl & Holst, LLC2026-06-302026-08-149,870$336,913None
MORGAN STANLEY2026-06-302026-08-142$68None
Integrated Wealth Concepts LLC2026-06-302026-08-13159,216$5,435,007None
Advisory Services Network, LLC2026-06-302026-08-135,683$193,989None
Advisory Services Network, LLC2026-06-302026-08-132,980$101,722None
NewEdge Advisors, LLC2026-06-302026-08-1378,822$2,690,584None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13350$11,947None
STIFEL FINANCIAL CORP2026-06-302026-08-1377,712$2,652,707None
LaSalle St. Investment Advisors, LLC2026-06-302026-08-1221,105$720,419None
Cannon Wealth Management Services, LLC2026-06-302026-08-1251,478$1,757,202None
RPS ADVISORY SOLUTIONS LLC2026-06-302026-08-1249,142$1,677,472None
Stratos Wealth Advisors, LLC2026-06-302026-08-12139,621$4,765,963None
Advisors Preferred, LLC2026-06-302026-08-124,234$140,823None
Allworth Financial LP2026-06-302026-08-123,160$107,867None
THOROUGHBRED FINANCIAL SERVICES, LLC2026-06-302026-08-128,600$293,000None
PlanVest Financial, Inc2026-06-302026-08-117,144$243,860None
Cassaday & Co Wealth Management LLC2026-06-302026-08-111,697$57,928None
LIBERTY SQUARE WEALTH PARTNERS LLC2026-06-302026-08-11428,793$14,636,851None
Empirical Asset Management, LLC2026-06-302026-08-1147,217$1,611,769None
AVAII WEALTH MANAGEMENT, LLC2026-06-302026-08-1114,830$506,222None
Arkadios Wealth Advisors2026-06-302026-08-1128,122$959,945None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-116,591$224,675None
Arax Advisory Partners2026-06-302026-08-11828$28,265None

90-day public filing window, up to 50 source positions.

Archer Investment Corp ↗Denver PWM, LLC ↗Coastal Bridge Advisors, LLC ↗Equitable Holdings, Inc. ↗Riverwater Partners LLC ↗White Knight Strategic Wealth Advisors, LLC ↗WCG Wealth Advisors LLC ↗Western Wealth Management, LLC ↗Foundations Investment Advisors, LLC ↗IFG Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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