CBLS ELEVATION SERIES TRUST
FollowCLOU HEDG EQ ETF (fund)
7 managers (7 13F filers) reported a position in CBLS shares at 2025-03-31, 1,053,126 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 7
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 1,053,126
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, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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 | 502,058 | $13.1M | 0.16% | new | 13F-HRTimeline |
| HighTower Advisors, LLC | 394,466 | $10.3M | 0.01% | new | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 120,523 | $3.15M | <0.01% | new | 13F-HRTimelineGroup |
| Ethos Financial Group, LLC | 16,068 | $420K | 0.04% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 10,547 | $276K | <0.01% | new | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 9,464 | $247K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | new | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |