Clough Select Equity ETFCBSEETF
13F holders, Q3 2025 (September 30)7holders −2
1new positions
3sold out
$41.31avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Clough Select Equity ETF (CBSE) in their 13F filings, down 2 from Q2 2025. 1 opened new positions and 3 sold out. The largest holders were JPMorgan Chase & Co. ($7.9M), Waverly Advisors, LLC ($7.5M) and Sanctuary Advisors, LLC ($2.0M).
- Company
- Clough Select Equity ETF
- Filed as
- ELEVATION SERIES TRUST (Q3 2025)
- CUSIP
- 210322889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $236K |
| Exits | 3 | $15K |
All 13F filers, Q2 2025 → Q3 2025: 18,687 shares bought and 16,282 shares sold, net +2,405 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| JPMorgan Chase & Co. | 0.00% | Reduce -5.9% | 192,237 | $7.9M |
| Waverly Advisors, LLC | 0.07% | Add +0.0% | 181,317 | $7.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +34.4% | 48,504 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 8,743 | $361K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,703 | $236K |
| Royal Bank of Canada | 0.00% | Reduce -42.1% | 4,730 | $195K |
| Osaic Holdings, Inc. | 0.00% | Add +44.7% | 1,780 | $74K |
"% of holder's portfolio" is CBSE's weight in each manager's 13F, not the share of Clough Select Equity ETF the manager owns.