CBLS ELEVATION SERIES TRUST
FollowCLOU HEDG EQ ETF (fund)
8 managers (8 13F filers) reported a position in CBLS shares at 2025-12-31, 1,208,312 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 3
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 1,208,312
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 503,982 | $13.9M | 0.11% | +311 | 13F-HRTimeline |
| HighTower Advisors, LLC | 456,108 | $12.5M | 0.01% | -80,546 | 13F-HRTimeline |
| INSIGNEO ADVISORY SERVICES, LLC | 185,371 | $5.1M | 0.37% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 15,808 | $435K | <0.01% | +2,633 | 13F-HRTimelineGroup |
| Ethos Financial Group, LLC | 15,136 | $416K | 0.03% | -932 | 13F-HRTimeline |
| Alchemi Wealth, LLC | 14,079 | $387K | 0.21% | 13F-HRTimeline | |
| Able Wealth Management LLC | 10,323 | $284K | 0.09% | +1,078 | 13F-HRTimeline |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 7,505 | $206K | <0.01% | new | 13F-HRTimelineGroup |