Who owns Clough Hedged Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CBLS from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 1.4M shares of Clough Hedged Equity ETF worth $48.9M — about 72% of shares outstanding; the largest disclosed holder is Waverly Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$48.9M
value, 2026 filers
72%
of shares outstanding (1.4M sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CBLS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 545,649 | $18.6M | 0.1% | 27.4% | +4.0% |
| 2 | HighTower Advisors, LLC | 459,902 | $15.7M | 0.0% | 23.1% | +1.0% |
| 3 | INSIGNEO ADVISORY SERVICES, LLC | 364,221 | $12.4M | 0.5% | 18.3% | +21.8% |
| 4 | IFP Advisors, IncNEW | 17,159 | $584,374 | 0.0% | 0.9% | new |
| 5 | Alchemi Wealth, LLC | 13,819 | $470,655 | 0.2% | 0.7% | -1.8% |
| 6 | Ethos Financial Group, LLC | 12,662 | $431,222 | 0.0% | 0.6% | -16.3% |
| 7 | Able Wealth Management LLC | 11,362 | $386,948 | 0.1% | 0.6% | -14.0% |
| 8 | MGO ONE SEVEN LLCNEW | 10,406 | $354,391 | 0.0% | 0.5% | new |
| 9 | MERCER GLOBAL ADVISORS INC /ADVNEW | 489 | $16,654 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.