Clough Hedged Equity ETFCBLSETF
13F holders, Q3 2025 (September 30)7holders −1
1new positions
2sold out
$28.75avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Clough Hedged Equity ETF (CBLS) in their 13F filings, down 1 from Q2 2025. 1 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($15.4M), Waverly Advisors, LLC ($14.5M) and Ethos Financial Group, LLC ($462K).
- Company
- Clough Hedged Equity ETF
- Filed as
- ELEVATION SERIES TRUST (Q3 2025)
- CUSIP
- 210322806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $398K |
| Exits | 2 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 57,572 shares bought and 42,373 shares sold, net +15,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| HighTower Advisors, LLC | 0.02% | Add +3.9% | 536,654 | $15.4M |
| Waverly Advisors, LLC | 0.14% | Add +1.7% | 503,671 | $14.5M |
| Ethos Financial Group, LLC | 0.04% | No change | 16,068 | $462K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,844 | $398K |
| Royal Bank of Canada | 0.00% | Add +4797.8% | 13,175 | $379K |
| Able Wealth Management LLC | 0.10% | Add +30.4% | 9,245 | $266K |
| UBS Group AG | 0.00% | Reduce -90.3% | 198 | $6K |
"% of holder's portfolio" is CBLS's weight in each manager's 13F, not the share of Clough Hedged Equity ETF the manager owns.