CBSE · Clough Select Equity ETF ETF
$47.59
+0.15 (+0.32%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 10
Total Value: $20,439,897
Total Shares: 513,243
Institutional Ownership Trend
22 quarters
Holder Concentration
Across 10 13F filers · Δ vs Dec 31, 2025Top Holder
41.2%
−0.0 pts
Top 5
96.3%
+0.8 pts
Top 10
100.0%
0.0 pts
HHI
3,280
Highly concentrated−18
Quarterly Activity
vs Dec 31, 2025
New
0
Increased
5
Decreased
3
Sold Out
0
Unchanged
2
Holder count:
0
Institutional value:
+7.6%
Shares held:
+6.5%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Sanctuary Advisors, LLC | +17,863 | 74,960 | |
| Mega JPMORGAN CHASE & CO | +12,808 | 211,361 | |
| Mid Waverly Advisors, LLC | +6,359 | 189,271 | |
| Large OSAIC HOLDINGS, INC. | +997 | 2,072 | |
| Large HighTower Advisors, LLC | +215 | 5,395 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large COMMONWEALTH EQUITY SERVICES, LLC | −4,680 | 5,603 | |
| Mid Jaffetilchin Investment Partners, LLC | −1,874 | 7,571 | |
| Mega UBS Group AG | −159 | 227 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega JPMORGAN CHASE & CO CBSE | $8,417,451 | 41.18% | 211,361 | Shares | 2026-05-13 | |
| Mid Waverly Advisors, LLC CBSE | $7,537,717 | 36.88% | 189,271 | Shares | 2026-05-15 | |
| Large Sanctuary Advisors, LLC CBSE | $2,985,282 | 14.61% | 74,960 | Shares | 2026-05-05 | |
| Small Alchemi Wealth, LLC CBSE | $442,336 | 2.16% | 11,107 | Shares | 2026-05-07 | |
| Mid Jaffetilchin Investment Partners, LLC CBSE | $301,515 | 1.48% | 7,571 | Shares | 2026-05-13 | |
| Large MERCER GLOBAL ADVISORS INC /ADV CBSE | $226,046 | 1.11% | 5,676 | Shares | 2026-05-15 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC CBSE | $223,139 | 1.09% | 5,603 | Shares | 2026-04-27 | |
| Large HighTower Advisors, LLC CBSE | $214,855 | 1.05% | 5,395 | Shares | 2026-05-05 | |
| Large OSAIC HOLDINGS, INC. CBSE | $82,516 | 0.40% | 2,072 | Shares | 2026-05-15 | |
| Mega UBS Group AG CBSE | $9,040 | 0.04% | 227 | Shares | 2026-05-05 |