CBSE ELEVATION SERIES TRUST
FollowCLOU SELE EQ ETF (fund)
9 managers (9 13F filers) reported a position in CBSE shares at 2025-03-31, 467,361 shares in all. 9 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 9
- Added
- 0
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 467,361
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 191,700 | $5.73M | <0.01% | new | 13F-HRTimelineGroup |
| Waverly Advisors, LLC | 185,458 | $5.54M | 0.07% | new | 13F-HRTimeline |
| Sanctuary Advisors, LLC | 36,353 | $1.09M | 0.01% | new | 13F-HRTimeline |
| Beta Wealth Group, Inc. | 19,698 | $589K | 0.21% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 10,156 | $303K | <0.01% | new | 13F-HR/ATimelineGroup |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,301 | $248K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 8,094 | $242K | <0.01% | new | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 7,601 | $227K | <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. |