CBSE ELEVATION SERIES TRUST
FollowCLOU SELE EQ ETF (fund)
7 managers (7 13F filers) reported a position in CBSE shares at 2025-09-30, 443,014 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 3
- Reduced
- 3
- Sold out
- 3
- Shares held by filers
- 443,014
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 192,237 | $7.94M | <0.01% | -12,087 | 13F-HR/ATimelineGroup |
| Waverly Advisors, LLC | 181,317 | $7.49M | 0.07% | +34 | 13F-HRTimeline |
| Sanctuary Advisors, LLC | 48,504 | $2M | 0.01% | +12,400 | 13F-HR/ATimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 8,743 | $361K | <0.01% | -359 | 13F-HRTimeline |
| MERCER GLOBAL ADVISORS INC /ADV | 5,703 | $236K | <0.01% | new | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 4,730 | $195K | <0.01% | -3,439 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,780 | $73.5K | <0.01% | +550 | 13F-HRTimelineGroup |