Clough Hedged Equity ETFCBLSETF
13F holders, Q4 2025 (December 31)8holders +1
2new positions
2sold out
$27.50avg. 13F price*
At the end of Q4 2025, 8 institutions reported holding Clough Hedged Equity ETF (CBLS) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 2 sold out. The largest holders were Waverly Advisors, LLC ($13.9M), HighTower Advisors, LLC ($12.5M) and Insigneo Advisory Services, LLC ($5.1M).
- Company
- Clough Hedged Equity ETF
- Filed as
- ELEVATION SERIES TRUST (Q4 2025)
- CUSIP
- 210322806
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5.3M |
| Exits | 2 | $404K |
All 13F filers, Q3 2025 → Q4 2025: 196,898 shares bought and 95,520 shares sold, net +101,378 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Waverly Advisors, LLC | 0.11% | Add +0.1% | 503,982 | $13.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -15.0% | 456,108 | $12.5M |
| Insigneo Advisory Services, LLC | 0.37% | New | 185,371 | $5.1M |
| Royal Bank of Canada | 0.00% | Add +20.0% | 15,808 | $435K |
| Ethos Financial Group, LLC | 0.03% | Reduce -5.8% | 15,136 | $416K |
| Alchemi Wealth, LLC | 0.21% | — | 14,079 | $387K |
| Able Wealth Management LLC | 0.09% | Add +11.7% | 10,323 | $284K |
| Susquehanna International Group, LLP | 0.00% | New | 7,505 | $206K |
"% of holder's portfolio" is CBLS's weight in each manager's 13F, not the share of Clough Hedged Equity ETF the manager owns.