CBSE ELEVATION SERIES TRUST
FollowCLOU SELE EQ ETF (fund)
9 managers (9 13F filers) reported a position in CBSE shares at 2025-12-31, 472,269 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 4
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 472,269
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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 | 198,553 | $7.83M | <0.01% | +6,316 | 13F-HRTimelineGroup |
| Waverly Advisors, LLC | 182,912 | $7.21M | 0.06% | +1,595 | 13F-HRTimeline |
| Sanctuary Advisors, LLC | 57,097 | $2.25M | 0.01% | +8,593 | 13F-HRTimeline |
| Alchemi Wealth, LLC | 11,107 | $438K | 0.24% | 13F-HRTimeline | |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,283 | $405K | <0.01% | +1,540 | 13F-HRTimeline |
| MERCER GLOBAL ADVISORS INC /ADV | 5,676 | $224K | <0.01% | -27 | 13F-HRTimeline |
| HighTower Advisors, LLC | 5,180 | $204K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 1,075 | $42.4K | <0.01% | -705 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 386 | $15.2K | <0.01% | new | 13F-HRTimelineGroup |