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Disclosery

CBSE ELEVATION SERIES TRUST

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CLOU SELE EQ ETF (fund)

10 managers (10 13F filers) reported a position in CBSE shares at 2025-06-30, 440,609 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
10
13F filers
10
New
3
Added
2
Reduced
4
Sold out
2
Shares held by filers
440,609

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO204,324$7.51M<0.01%+12,62413F-HRTimelineGroup
Waverly Advisors, LLC181,283$6.66M0.07%-4,17513F-HRTimeline
Sanctuary Advisors, LLC36,104$1.33M0.01%-24913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,102$334K<0.01%+80113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,169$300K<0.01%-1,98713F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,230$45.2K<0.01%-6,86413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY364$13.4K<0.01%new13F-HRTimelineGroup
Covestor Ltd23$1K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10$367<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.