Who owns Clough Select Equity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CBSE 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 467,922 shares of Clough Select Equity ETF worth $24.3M — about 39.3% of shares outstanding; the largest disclosed holder is JPMORGAN CHASE & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$24.3M
value, 2026 filers
39.3%
of shares outstanding (467,922 sh)
2
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 CBSE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CONEW | 191,881 | $9.9M | 0.0% | 16.1% | new |
| 2 | Waverly Advisors, LLC | 145,146 | $7.6M | 0.0% | 12.2% | -23.3% |
| 3 | Sanctuary Advisors, LLC | 88,595 | $4.6M | 0.0% | 7.4% | +18.2% |
| 4 | ROYAL BANK OF CANADANEW | 14,048 | $736,000 | 0.0% | 1.2% | new |
| 5 | Alchemi Wealth, LLC | 11,107 | $581,638 | 0.3% | 0.9% | 0.0% |
| 6 | HighTower Advisors, LLC | 10,634 | $556,845 | 0.0% | 0.9% | +97.1% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 4,504 | $235,830 | 0.0% | 0.4% | -19.6% |
| 8 | OSAIC HOLDINGS, INC. | 1,918 | $100,422 | 0.0% | 0.2% | -7.4% |
| 9 | UBS Group AG | 89 | $4,660 | 0.0% | 0% | -60.8% |
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.