Clough Select Equity ETFCBSEETF

13F holders, Q1 2025 (March 31)
8holders
$29.88avg. 13F price*

At the end of Q1 2025, 8 institutions reported holding Clough Select Equity ETF (CBSE) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($5.7M), Waverly Advisors, LLC ($5.5M) and Sanctuary Advisors, LLC ($1.1M).

Company
Clough Select Equity ETF
Filed as
ELEVATION SERIES TRUST (Q1 2025)
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 2025

InstitutionsTotal Value
New Positions8$14.0M
Exits0$0

Ownership 8 holders

JPMorgan Chase & Co. 0.00% New 191,700 $5.7M
Waverly Advisors, LLC 0.07% New 185,458 $5.5M
Sanctuary Advisors, LLC 0.01% New 36,353 $1.1M
Beta Wealth Group, Inc. 0.21% New 19,698 $589K
Royal Bank of Canada 0.00% New 10,156 $303K
Commonwealth Equity Services, LLC 0.00% New 8,301 $248K
Osaic Holdings, Inc. 0.00% New 8,094 $242K
Susquehanna International Group, LLP 0.00% New 7,601 $227K

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