Clough Hedged Equity ETFCBLSETF

13F holders, Q1 2026 (March 31)
7holders −1
0new positions
1sold out
$28.68avg. 13F price*

At the end of Q1 2026, 7 institutions reported holding Clough Hedged Equity ETF (CBLS) in their 13F filings, down 1 from Q4 2025. 0 opened new positions and 1 sold out. The largest holders were Waverly Advisors, LLC ($15.1M), HighTower Advisors, LLC ($13.1M) and Insigneo Advisory Services, LLC ($8.6M).

Company
Clough Hedged Equity ETF
Filed as
ELEVATION SERIES TRUST (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits1$206K

All 13F filers, Q4 2025 → Q1 2026: 136,986 shares bought and 20,530 shares sold, net +116,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Waverly Advisors, LLC 0.11% Add +4.1% 524,537 $15.1M
HighTower Advisors, LLC 0.01% Reduce -0.2% 455,369 $13.1M
Insigneo Advisory Services, LLC 0.61% Add +61.3% 298,921 $8.6M
Ethos Financial Group, LLC 0.03% No change 15,136 $416K
Alchemi Wealth, LLC 0.22% No change 14,079 $404K
Able Wealth Management LLC 0.10% Add +27.9% 13,204 $379K
Royal Bank of Canada 0.00% Reduce -77.7% 3,522 $101K

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