Who Owns CBSE?
Clough Select Equity ETF — Institutional Ownership & 13F Holdings
$49.60
+1.89 (+3.95%)
Market Cap
$43.4M
Shares Outstanding
1,004,614
Institutional Holders
8
Total Inst. Value
$13.4M
% of Float Held
—
QoQ Holder Change
+3
Institutional data as of Q1 2025
New Positions
4
Closed Positions
4
Increased
3
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $5.7M | 191,700 |
| 2 | Waverly Advisors, LLC | $5.5M | 185,458 |
| 3 | Beta Wealth Group, Inc.New | $589K | 19,698 |
| 4 | Jaffetilchin Investment Partners, LLC | $558K | 18,665 |
| 5 | ROYAL BANK OF CANADA | $303K | 10,156 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLCNew | $248K | 8,301 |
| 7 | OSAIC HOLDINGS, INC.New | $242K | 8,094 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $227K | 7,601 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JPMORGAN CHASE & CO | +8K | $5.7M |
| Waverly Advisors, LLC | +35K | $5.5M |
| Beta Wealth Group, Inc.New | +20K | $589K |
| ROYAL BANK OF CANADA | +7K | $303K |
| COMMONWEALTH EQUITY SERVICES, LLCNew | +8K | $248K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Jaffetilchin Investment Partners, LLC | -369 | $558K |
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Frequently Asked Questions
How many institutional investors hold CBSE?
As of Q1 2025, 8 institutional investors report holding CBSE (Clough Select Equity ETF) in their 13F filings.
Which hedge fund owns the most CBSE?
The largest institutional holder of CBSE is JPMORGAN CHASE & CO with $5.7M in shares.
Are institutions buying or selling CBSE?
This quarter, 4 institutions opened new positions in CBSE and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.