ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2025 to Q3 2025

Type / Class
Equity / CLOUGH HEDGED EQ
Symbol
CBLS
Price per share
$27.06
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,092,855
Total reported value
$31,419,693
% of total 13F portfolios
0%
Share change
+15,199
Value change
+$438,441
Number of holders
7
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 7 institutional investors reported holding 1,092,855 shares of ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS).

Institutional Holders of ELEVATION SERIES TRUST - CLOUGH HEDGED EQ (CBLS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 1,092,855 $31,419,693 +$438,441 $28.75 7
2025 Q2 1,077,656 $30,949,276 +$693,977 $28.72 8
2025 Q1 1,053,126 $27,528,075 +$27,528,075 $26.14 6