Clough Hedged Equity ETFCBLSETF

13F holders, Q1 2025 (March 31)
6holders
$26.14avg. 13F price*

At the end of Q1 2025, 6 institutions reported holding Clough Hedged Equity ETF (CBLS) in their 13F filings. The largest holders were Waverly Advisors, LLC ($13.1M), HighTower Advisors, LLC ($10.3M) and Raymond James Financial Inc. ($3.2M).

Company
Clough Hedged Equity ETF
Filed as
ELEVATION SERIES TRUST (Q1 2025)
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 2025

InstitutionsTotal Value
New Positions6$27.5M
Exits0$0

Ownership 6 holders

Waverly Advisors, LLC 0.16% New 502,058 $13.1M
HighTower Advisors, LLC 0.01% New 394,466 $10.3M
Raymond James Financial Inc. 0.00% New 120,523 $3.2M
Ethos Financial Group, LLC 0.04% New 16,068 $420K
Royal Bank of Canada 0.00% New 10,547 $276K
UBS Group AG 0.00% New 9,464 $247K

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