Clough Hedged Equity ETFCBLSETF

13F holders, Q2 2025 (June 30)
8holders +2
2new positions
0sold out
$28.72avg. 13F price*

At the end of Q2 2025, 8 institutions reported holding Clough Hedged Equity ETF (CBLS) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were HighTower Advisors, LLC ($14.8M), Waverly Advisors, LLC ($14.2M) and Cibc World Market Inc. ($1.1M).

Company
Clough Hedged Equity ETF
Filed as
ELEVATION SERIES TRUST (Q2 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 → Q2 2025

InstitutionsTotal Value
New Positions2$1.4M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 169,083 shares bought and 144,553 shares sold, net +24,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

HighTower Advisors, LLC 0.02% Add +30.9% 516,462 $14.8M
Waverly Advisors, LLC 0.16% Reduce -1.4% 495,199 $14.2M
Cibc World Market Inc. 0.00% New 40,000 $1.1M
Ethos Financial Group, LLC 0.04% No change 16,068 $461K
Able Wealth Management LLC 0.10% New 7,087 $204K
UBS Group AG 0.00% Reduce -78.4% 2,048 $59K
Raymond James Financial Inc. 0.00% Reduce -99.6% 523 $15K
Royal Bank of Canada 0.00% Reduce -97.5% 269 $8K

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