CBSE ELEVATION SERIES TRUST
FollowCLOU SELE EQ ETF (fund)
9 managers (9 13F filers) reported a position in CBSE shares at 2026-06-30, 467,922 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 2
- Reduced
- 5
- Sold out
- 1
- Shares held by filers
- 467,922
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 191,881 | $9.89M | <0.01% | -19,480 | 13F-HRTimelineGroup |
| Waverly Advisors, LLC | 145,146 | $7.6M | 0.04% | -44,125 | 13F-HRTimeline |
| Sanctuary Advisors, LLC | 88,595 | $4.64M | 0.02% | +13,635 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 14,048 | $736K | <0.01% | new | 13F-HRTimelineGroup |
| Alchemi Wealth, LLC | 11,107 | $582K | 0.27% | 0 | 13F-HRTimeline |
| HighTower Advisors, LLC | 10,634 | $557K | <0.01% | +5,239 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,504 | $236K | <0.01% | -1,099 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,918 | $100K | <0.01% | -154 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 89 | $4.66K | <0.01% | -138 | 13F-HRTimelineGroup |