Clough Select Equity ETFCBSEETF

13F holders, Q1 2026 (March 31)
9holders
0new positions
0sold out
$39.40avg. 13F price*

At the end of Q1 2026, 9 institutions reported holding Clough Select Equity ETF (CBSE) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were JPMorgan Chase & Co. ($8.2M), Waverly Advisors, LLC ($7.5M) and Sanctuary Advisors, LLC ($3.0M).

Company
Clough Select Equity ETF
Filed as
ELEVATION SERIES TRUST (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 38,242 shares bought and 4,839 shares sold, net +33,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

JPMorgan Chase & Co. 0.00% Add +6.5% 211,361 $8.2M
Waverly Advisors, LLC 0.06% Add +3.5% 189,271 $7.5M
Sanctuary Advisors, LLC 0.02% Add +31.3% 74,960 $3.0M
Alchemi Wealth, LLC 0.25% No change 11,107 $442K
Mercer Global Advisors Inc. 0.00% No change 5,676 $226K
Commonwealth Equity Services, LLC 0.00% Reduce -45.5% 5,603 $223K
HighTower Advisors, LLC 0.00% Add +4.2% 5,395 $215K
Osaic Holdings, Inc. 0.00% Add +92.7% 2,072 $83K
UBS Group AG 0.00% Reduce -41.2% 227 $9K

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