Q3 2025 13F Holders as of 30 Sep 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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7
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Total 13F shares, excl. options
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1.09M
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Shares change
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+15.2K
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Total reported value, excl. options
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$31.4M
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Value change
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+$438K
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Number of buys
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5
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Number of sells
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-3
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Price
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$28.75
Significant Holders of ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) as of Q3 2025
9 filings reported holding CBLS - ELEVATION SERIES TRUST - CLOUGH HEDGED EQ as of Q3 2025.
ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.09M shares
.
Largest 9 shareholders include HighTower Advisors, LLC (537K shares), Waverly Advisors, LLC (504K shares), Ethos Financial Group, LLC (16.1K shares), MERCER GLOBAL ADVISORS INC /ADV (13.8K shares), ROYAL BANK OF CANADA (13.2K shares), Able Wealth Management LLC (9.25K shares), UBS Group AG (198 shares), RAYMOND JAMES FINANCIAL INC (0 shares), and CIBC WORLD MARKET INC. (0 shares).
This table shows the top 7 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.