CBLS ELEVATION SERIES TRUST
FollowCLOU HEDG EQ ETF (fund)
8 managers (8 13F filers) reported a position in CBLS shares at 2026-06-30, 1,435,180 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 3
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 1,435,180
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Waverly Advisors, LLC | 545,649 | $18.6M | 0.11% | +21,112 | 13F-HRTimeline |
| HighTower Advisors, LLC | 459,902 | $15.7M | 0.02% | +4,533 | 13F-HRTimeline |
| INSIGNEO ADVISORY SERVICES, LLC | 364,221 | $12.4M | 0.47% | +65,300 | 13F-HRTimeline |
| IFP Advisors, Inc | 17,159 | $584K | 0.01% | new | 13F-HRTimeline |
| Alchemi Wealth, LLC | 13,819 | $471K | 0.22% | -260 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 12,662 | $431K | 0.03% | -2,474 | 13F-HRTimeline |
| Able Wealth Management LLC | 11,362 | $387K | 0.09% | -1,842 | 13F-HRTimeline |
| MGO ONE SEVEN LLC | 10,406 | $354K | 0.01% | new | 13F-HRTimeline |