Clough Select Equity ETFCBSEETF
13F holders, Q2 2025 (June 30)9holders +1
3new positions
2sold out
$36.74avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Clough Select Equity ETF (CBSE) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($7.5M), Waverly Advisors, LLC ($6.7M) and Sanctuary Advisors, LLC ($1.3M).
- Company
- Clough Select Equity ETF
- Filed as
- ELEVATION SERIES TRUST (Q2 2025)
- CUSIP
- 210322889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $15K |
| Exits | 2 | $816K |
All 13F filers, Q1 2025 → Q2 2025: 13,822 shares bought and 40,574 shares sold, net −26,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| JPMorgan Chase & Co. | 0.00% | Add +6.6% | 204,324 | $7.5M |
| Waverly Advisors, LLC | 0.07% | Reduce -2.3% | 181,283 | $6.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 36,104 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.7% | 9,102 | $334K |
| Royal Bank of Canada | 0.00% | Reduce -19.6% | 8,169 | $300K |
| Osaic Holdings, Inc. | 0.00% | Reduce -84.8% | 1,230 | $45K |
| Morgan Stanley | 0.00% | New | 364 | $13K |
| Covestor Ltd | 0.00% | New | 23 | $1K |
| Raymond James Financial Inc. | 0.00% | New | 10 | $367 |
"% of holder's portfolio" is CBSE's weight in each manager's 13F, not the share of Clough Select Equity ETF the manager owns.