Clough Select Equity ETFCBSEETF
13F holders, Q4 2025 (December 31)9holders +2
2new positions
1sold out
$39.43avg. 13F price*
At the end of Q4 2025, 9 institutions reported holding Clough Select Equity ETF (CBSE) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were JPMorgan Chase & Co. ($7.8M), Waverly Advisors, LLC ($7.2M) and Sanctuary Advisors, LLC ($2.3M).
- Company
- Clough Select Equity ETF
- Filed as
- ELEVATION SERIES TRUST (Q4 2025)
- CUSIP
- 210322889
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $219K |
| Exits | 1 | $195K |
All 13F filers, Q3 2025 → Q4 2025: 23,610 shares bought and 5,462 shares sold, net +18,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| JPMorgan Chase & Co. | 0.00% | Add +3.3% | 198,553 | $7.8M |
| Waverly Advisors, LLC | 0.06% | Add +0.9% | 182,912 | $7.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +17.7% | 57,097 | $2.3M |
| Alchemi Wealth, LLC | 0.24% | — | 11,107 | $438K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.6% | 10,283 | $405K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.5% | 5,676 | $224K |
| HighTower Advisors, LLC | 0.00% | New | 5,180 | $204K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.6% | 1,075 | $42K |
| UBS Group AG | 0.00% | New | 386 | $15K |
"% of holder's portfolio" is CBSE's weight in each manager's 13F, not the share of Clough Select Equity ETF the manager owns.