Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / CLOUGH HEDGED EQ
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Number of holders
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6
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Total 13F shares, excl. options
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1.05M
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Shares change
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+1.05M
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Total reported value, excl. options
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$27.5M
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Value change
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+$27.5M
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Number of buys
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6
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Price
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$26.14
Significant Holders of ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) as of Q1 2025
6 filings reported holding CBLS - ELEVATION SERIES TRUST - CLOUGH HEDGED EQ as of Q1 2025.
ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.05M shares
.
Largest 6 shareholders include Waverly Advisors, LLC (502K shares), HighTower Advisors, LLC (394K shares), RAYMOND JAMES FINANCIAL INC (121K shares), Ethos Financial Group, LLC (16.1K shares), ROYAL BANK OF CANADA (10.5K shares), and UBS Group AG (9.46K shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.