Who owns CBLS?
Clough Hedged Equity ETF · Clough
8 institutions reported holding CBLS, worth $48.9M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of CBLS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Waverly Advisors, LLC | Birmingham, AL | $18.6M | 545,649 | +21,112 shares |
| HighTower Advisors, LLC | Chicago, IL | $15.7M | 459,902 | +4,533 shares |
| Insigneo Advisory Services, LLC | Miami, FL | $12.4M | 364,221 | +65,300 shares |
| IFP Advisors, Inc | Tampa, FL | $584K | 17,159 | New position |
| Alchemi Wealth, LLC | Essex, CT | $471K | 13,819 | −260 shares |
| Ethos Financial Group, LLC | King Of Prussia, PA | $431K | 12,662 | −2,474 shares |
| Able Wealth Management LLC | Toms River, NJ | $387K | 11,362 | −1,842 shares |
| MGO One Seven LLC | Beachwood, OH | $354K | 10,406 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CBLS?
8 institutional managers reported holding CBLS in Form 13F filings for June 30, 2026, worth $48.9M in total. The largest reported position was held by Waverly Advisors, LLC, at $18.6M.
Did institutions buy or sell CBLS last quarter?
Reported 13F value rose 28.6% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CBLS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.