Q2 2025 13F Holders as of 30 Jun 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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8
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Total 13F shares, excl. options
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1.08M
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Shares change
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+24.5K
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Total reported value, excl. options
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$30.9M
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Value change
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+$694K
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Number of buys
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3
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Number of sells
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-4
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Price
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$28.72
Significant Holders of ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) as of Q2 2025
8 filings reported holding CBLS - ELEVATION SERIES TRUST - CLOUGH HEDGED EQ as of Q2 2025.
ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.08M shares
.
Largest 8 shareholders include HighTower Advisors, LLC (516K shares), Waverly Advisors, LLC (495K shares), CIBC WORLD MARKET INC. (40K shares), Ethos Financial Group, LLC (16.1K shares), Able Wealth Management LLC (7.09K shares), UBS Group AG (2.05K shares), RAYMOND JAMES FINANCIAL INC (523 shares), and Royal Bank of Canada (269 shares).
This table shows the top 8 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.