Clough Hedged Equity ETFCBLSETF

13F holders, Q2 2026 (June 30)
8holders +1
2new positions
1sold out
$34.06avg. 13F price*

At the end of Q2 2026, 8 institutions reported holding Clough Hedged Equity ETF (CBLS) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Waverly Advisors, LLC ($18.6M), HighTower Advisors, LLC ($15.7M) and Insigneo Advisory Services, LLC ($12.4M).

Company
Clough Hedged Equity ETF
Filed as
ELEVATION SERIES TRUST (Q2 2026)
CUSIP
210322806
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2025: 6Q1 2025Q2 2025: 8Q2 2025Q3 2025: 7Q3 2025Q4 2025: 8Q4 2025Q1 2026: 7Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions2$939K
Exits1$101K

All 13F filers, Q1 2026 → Q2 2026: 118,510 shares bought and 8,098 shares sold, net +110,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Waverly Advisors, LLC 0.11% Add +4.0% 545,649 $18.6M
HighTower Advisors, LLC 0.01% Add +1.0% 459,902 $15.7M
Insigneo Advisory Services, LLC 0.47% Add +21.9% 364,221 $12.4M
IFP Advisors, Inc 0.01% New 17,159 $584K
Alchemi Wealth, LLC 0.22% Reduce -1.9% 13,819 $471K
Ethos Financial Group, LLC 0.03% Reduce -16.4% 12,662 $431K
Able Wealth Management LLC 0.09% Reduce -13.9% 11,362 $387K
Mgo One Seven LLC 0.01% New 10,406 $354K

"% of holder's portfolio" is CBLS's weight in each manager's 13F, not the share of Clough Hedged Equity ETF the manager owns.