CBLS ELEVATION SERIES TRUST
FollowCLOU HEDG EQ ETF (fund)
7 managers (7 13F filers) reported a position in CBLS shares at 2025-09-30, 1,092,855 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 4
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 1,092,855
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 536,654 | $15.4M | 0.02% | +20,192 | 13F-HRTimeline |
| Waverly Advisors, LLC | 503,671 | $14.5M | 0.14% | +8,472 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 16,068 | $462K | 0.04% | 0 | 13F-HRTimeline |
| MERCER GLOBAL ADVISORS INC /ADV | 13,844 | $398K | <0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 13,175 | $379K | <0.01% | +12,906 | 13F-HRTimelineGroup |
| Able Wealth Management LLC | 9,245 | $266K | 0.1% | +2,158 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 198 | $5.69K | <0.01% | -1,850 | 13F-HRTimelineGroup |