CBLS ELEVATION SERIES TRUST
FollowCLOU HEDG EQ ETF (fund)
7 managers (7 13F filers) reported a position in CBLS shares at 2026-03-31, 1,324,768 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 0
- Added
- 3
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 1,324,768
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 524,537 | $15.1M | 0.11% | +20,555 | 13F-HRTimeline |
| HighTower Advisors, LLC | 455,369 | $13.1M | 0.01% | -739 | 13F-HRTimeline |
| INSIGNEO ADVISORY SERVICES, LLC | 298,921 | $8.58M | 0.61% | +113,550 | 13F-HRTimeline |
| Ethos Financial Group, LLC | 15,136 | $416K | 0.03% | 0 | 13F-HRTimeline |
| Alchemi Wealth, LLC | 14,079 | $404K | 0.22% | 0 | 13F-HRTimeline |
| Able Wealth Management LLC | 13,204 | $379K | 0.1% | +2,881 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 3,522 | $101K | <0.01% | -12,286 | 13F-HRTimelineGroup |