CBSE ELEVATION SERIES TRUST
FollowCLOU SELE EQ ETF (fund)
9 managers (9 13F filers) reported a position in CBSE shares at 2026-03-31, 505,672 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 0
- Added
- 5
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 505,672
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 | 211,361 | $8.2M | <0.01% | +12,808 | 13F-HR/ATimelineGroup |
| Waverly Advisors, LLC | 189,271 | $7.54M | 0.06% | +6,359 | 13F-HRTimeline |
| Sanctuary Advisors, LLC | 74,960 | $2.99M | 0.02% | +17,863 | 13F-HRTimeline |
| Alchemi Wealth, LLC | 11,107 | $442K | 0.25% | 0 | 13F-HRTimeline |
| MERCER GLOBAL ADVISORS INC /ADV | 5,676 | $226K | <0.01% | 0 | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,603 | $223K | <0.01% | -4,680 | 13F-HRTimeline |
| HighTower Advisors, LLC | 5,395 | $215K | <0.01% | +215 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,072 | $82.5K | <0.01% | +997 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 227 | $9.04K | <0.01% | -159 | 13F-HRTimelineGroup |