Who owns CBSE?
Clough Select Equity ETF · Clough
9 institutions reported holding CBSE, worth $24.3M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of CBSE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $9.9M | 191,881 | −19,480 shares |
| Waverly Advisors, LLC | Birmingham, AL | $7.6M | 145,146 | −44,125 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $4.6M | 88,595 | +13,635 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $736K | 14,048 | New position |
| Alchemi Wealth, LLC | Essex, CT | $582K | 11,107 | No change |
| HighTower Advisors, LLC | Chicago, IL | $557K | 10,634 | +5,239 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $236K | 4,504 | −1,099 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $100K | 1,918 | −154 shares |
| UBS Group AG | Zurich, Switzerland | $5K | 89 | −138 shares |
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 CBSE?
9 institutional managers reported holding CBSE in Form 13F filings for June 30, 2026, worth $24.3M in total. The largest reported position was held by JPMorgan Chase & Co, at $9.9M.
Did institutions buy or sell CBSE last quarter?
Reported 13F value rose 22.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 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 CBSE 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.