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

13F Institutional Holders and Ownership History from Q1 2025 to Q4 2025

Type / Class
Equity / CLOUGH HEDGED EQ
Symbol
CBLS
Price per share
$30.53
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,208,312
Total reported value
$33,224,961
% of total 13F portfolios
0%
Share change
+101,378
Value change
+$2,770,020
Number of holders
8
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 8 institutional investors reported holding 1,208,312 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 Q4 1,208,312 $33,224,961 +$2,770,020 $27.50 8
2025 Q3 1,092,855 $31,419,693 +$438,441 $28.75 7
2025 Q2 1,077,656 $30,949,276 +$693,973 $28.72 8
2025 Q1 1,053,126 $27,528,075 +$27,528,075 $26.14 6