CBLS Institutional Ownership
Clough Hedged Equity ETF
1W: +2.2%
1M: +4.3%
3M: -3.2%
YTD: +14.0%
1Y: +10.1%
3Y: +68.5%
5Y: +23.2%
$31.86
+0.54 (+1.73%)
Weekly Expected Move ±2.0%
$31
$31
$32
$32
$33
Overview
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Institutional Ownership — CBLS
10
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
49M
Total Invested
3
New Positions
3
Increased
4
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (11 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 545,649 | 17M | +21,112 | +4.0% | 6Q | SEC ↗ |
| 2 | HighTower Advisors, LLC | 459,902 | 15M | +4,533 | +1.0% | 6Q | SEC ↗ |
| 3 | INSIGNEO ADVISORY SERVICES, LLC | 364,221 | 12M | +65,300 | +21.8% | 3Q | SEC ↗ |
| 4 | IFP Advisors, Inc NEW | 17,159 | 547K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Alchemi Wealth, LLC | 13,819 | 440K | -260 | -1.8% | 3Q | SEC ↗ |
| 6 | Ethos Financial Group, LLC | 12,662 | 403K | -2,474 | -16.3% | 6Q | SEC ↗ |
| 7 | Able Wealth Management LLC | 11,362 | 362K | -1,842 | -14.0% | 5Q | SEC ↗ |
| 8 | MGO ONE SEVEN LLC NEW | 10,406 | 331K | — | +0.0% | 1Q | SEC ↗ |
| 9 | MERCER GLOBAL ADVISORS INC /ADV NEW | 489 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -7,505 | -100.0% | 1Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 0 | 0K | -3,522 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| IFP Advisors, Inc | 17,159 | 547K |
| MGO ONE SEVEN LLC | 10,406 | 331K |
| MERCER GLOBAL ADVISORS INC /ADV | 489 | 16K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,505 | 239K |
| ROYAL BANK OF CANADA | 3,522 | 112K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| INSIGNEO ADVISORY SERVICES, LLC | +65,300 | +21.8% | 364,221 |
| Waverly Advisors, LLC | +21,112 | +4.0% | 545,649 |
| HighTower Advisors, LLC | +4,533 | +1.0% | 459,902 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethos Financial Group, LLC | -2,474 | -16.3% | 12,662 |
| Able Wealth Management LLC | -1,842 | -14.0% | 11,362 |
| Alchemi Wealth, LLC | -260 | -1.8% | 13,819 |