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Clough Select Equity ETF (CBSE) Institutional Ownership

Clough Select Equity ETF logo
$39.86 -0.37 (-0.92%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Clough Select Equity ETF (NYSEARCA:CBSE)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$5.91M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$336.72K
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CBSE Institutional Buying and Selling by Quarter

Clough Select Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025 JPMorgan Chase & Co.204,324$7.51M0.0%+6.6%27.611%
4/24/2025Jaffetilchin Investment Partners LLC18,665$558K0.0%-1.9%2.363%
2/17/2025Waverly Advisors LLC150,808$4.99M0.1%+5.4%30.162%
2/13/2025Jaffetilchin Investment Partners LLC19,034$630K0.0%-4.6%3.807%
2/12/2025JPMorgan Chase & Co.183,385$6.07M0.0%+15.5%36.677%
1/31/2025Beta Wealth Group Inc.19,926$660K0.3%-2.6%3.985%
1/31/2025Sanctuary Advisors LLC22,500$790K0.0%+76.0%4.500%
12/26/2024JPMorgan Chase & Co.158,792$4.94M0.0%+455.5%31.758%
11/25/2024Sanctuary Advisors LLC12,783$438K0.0%-27.3%2.557%
11/4/2024Jaffetilchin Investment Partners LLC19,942$621K0.0%-17.2%3.988%
9/5/2024Sanctuary Advisors LLC17,583$535K0.0%N/A3.517%
7/30/2024Jaffetilchin Investment Partners LLC24,081$732K0.1%N/A4.816%
5/16/2024Waverly Advisors LLC154,271$4.28M0.1%N/A30.854%
2/12/2024Beta Wealth Group Inc.29,073$731K0.4%+4.7%11.629%
3/6/2023OLD Mission Capital LLC4,900$107K0.0%N/A1.885%
(Data available from 1/1/2016 forward)

CBSE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBSE shares?

During the previous two years, the following institutional investors and hedge funds held shares of Clough Select Equity ETF shares: JPMorgan Chase & Co. ($7.51M), Waverly Advisors LLC ($4.99M), Sanctuary Advisors LLC ($790K), and Beta Wealth Group Inc. ($660K), Jaffetilchin Investment Partners LLC ($558K).Learn more on Clough Select Equity ETF's institutional investors.

Which institutional investors have been buying Clough Select Equity ETF's stock?

The following institutional investors have purchased Clough Select Equity ETF's stock in the last 24 months: JPMorgan Chase & Co. ($167.42K), Waverly Advisors LLC ($161.98K), Sanctuary Advisors LLC ($27.30K), Jaffetilchin Investment Partners LLC ($24.08K), and Beta Wealth Group Inc. ($1.30K).

How much institutional buying is happening at Clough Select Equity ETF?

Institutional investors have bought a total of 184,843 shares in the last 24 months. This purchase volume represents approximately $5.91M in transactions.

Which of Clough Select Equity ETF's major shareholders have been selling company stock?

The following institutional investors have sold Clough Select Equity ETF stock in the last 24 months: Jaffetilchin Investment Partners LLC ($5.42K), Sanctuary Advisors LLC ($4.80K), and Beta Wealth Group Inc. ($522.00).

How much institutional selling is happening at Clough Select Equity ETF?

Institutional investors have sold a total of 10,738 shares in the last 24 months. This volume of shares sold represents approximately $336.72K in transactions.



This page (NYSEARCA:CBSE) was last updated on 9/12/2025 by MarketBeat.com Staff
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