CBSE Institutional Ownership
Clough Select Equity ETF
1W: +2.4%
1M: +1.4%
3M: -5.3%
YTD: +17.7%
1Y: +15.6%
3Y: +116.6%
5Y: +65.2%
$47.88
+0.97 (+2.07%)
Weekly Expected Move ±2.5%
$45
$47
$48
$49
$50
Overview
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Institutional Ownership — CBSE
10
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
24M
Total Invested
1
New Positions
2
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 191,881 | 9M | -19,480 | -9.2% | 6Q | SEC ↗ |
| 2 | Waverly Advisors, LLC | 145,146 | 7M | -44,125 | -23.3% | 6Q | SEC ↗ |
| 3 | Sanctuary Advisors, LLC | 88,595 | 4M | +13,635 | +18.2% | 6Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA NEW | 14,048 | 673K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Alchemi Wealth, LLC | 11,107 | 532K | — | +0.0% | 3Q | SEC ↗ |
| 6 | HighTower Advisors, LLC | 10,634 | 509K | +5,239 | +97.1% | 3Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 4,504 | 216K | -1,099 | -19.6% | 6Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 1,918 | 92K | -154 | -7.4% | 6Q | SEC ↗ |
| 9 | UBS Group AG | 89 | 4K | -138 | -60.8% | 3Q | SEC ↗ |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | 0 | 0K | -5,676 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| ROYAL BANK OF CANADA | 14,048 | 673K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 5,676 | 272K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sanctuary Advisors, LLC | +13,635 | +18.2% | 88,595 |
| HighTower Advisors, LLC | +5,239 | +97.1% | 10,634 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Waverly Advisors, LLC | -44,125 | -23.3% | 145,146 |
| JPMORGAN CHASE & CO | -19,480 | -9.2% | 191,881 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,099 | -19.6% | 4,504 |
| OSAIC HOLDINGS, INC. | -154 | -7.4% | 1,918 |
| UBS Group AG | -138 | -60.8% | 89 |