Clough Select Equity ETFCBSEETF

13F holders, Q2 2026 (June 30)
9holders
1new positions
1sold out
$52.04avg. 13F price*

At the end of Q2 2026, 9 institutions reported holding Clough Select Equity ETF (CBSE) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were JPMorgan Chase & Co. ($9.9M), Waverly Advisors, LLC ($7.6M) and Sanctuary Advisors, LLC ($4.6M).

Company
Clough Select Equity ETF
Filed as
ELEVATION SERIES TRUST (Q2 2026)
CUSIP
210322889
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2025: 8Q1 2025Q2 2025: 9Q2 2025Q3 2025: 7Q3 2025Q4 2025: 9Q4 2025Q1 2026: 9Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$736K
Exits1$226K

All 13F filers, Q1 2026 → Q2 2026: 32,922 shares bought and 70,672 shares sold, net −37,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

JPMorgan Chase & Co. 0.00% Reduce -9.2% 191,881 $9.9M
Waverly Advisors, LLC 0.04% Reduce -23.3% 145,146 $7.6M
Sanctuary Advisors, LLC 0.02% Add +18.2% 88,595 $4.6M
Royal Bank of Canada 0.00% New 14,048 $736K
Alchemi Wealth, LLC 0.27% No change 11,107 $582K
HighTower Advisors, LLC 0.00% Add +97.1% 10,634 $557K
Commonwealth Equity Services, LLC 0.00% Reduce -19.6% 4,504 $236K
Osaic Holdings, Inc. 0.00% Reduce -7.4% 1,918 $100K
UBS Group AG 0.00% Reduce -60.8% 89 $5K

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