Across its top 9 institutional holders, CBSE's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 18/100).

Notable Holders

CBSE ranks #10098 out of 31985 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

9 institutions disclose a position in CBSE, but none treat it as a major bet — even Alchemi Wealth, LLC, its most concentrated holder, allocates just 0.3% of its own portfolio to it.

Sanctuary Advisors, LLC has added to its CBSE position for two straight quarters, increasing it by $981.5K to reach $3.0M today.

Quarterly Activity

Recent Activity

+$19.0M

Total Buy Value

$420.7K

Total Sell Value

New buy0

Trim2

Add5

Sold out0

Net Buyers

Net Sellers

Top Movers

CBSE

Q1 2026

Top 5 Institutional Movers

Sanctuary Advisors

+$733.8K

Add

JPMorgan

+$373.4K

Add

Waverly Advisors

+$324.9K

Add

Commonwealth Equity Services

-$182.4K

Trim

Osaic Holdings

+$40.1K

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

CBSE does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CBSE

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

210322889

FAQ

Who are the top institutional investors holding CLOUGH SELECT EQUITY ETF (CBSE)?

Major stakeholders currently include Jpmorgan Chase & Co ($8.2M), Waverly Advisors, LLC ($7.5M), Sanctuary Advisors, LLC ($3.0M). Based on the latest 13F filings, there are a total of 9 tracked investment funds and institutions maintaining positions in CBSE.

What is the overall institutional sentiment toward CBSE recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.3M, driven by 5 managers accumulating shares while 2 reduced their exposure.

Which institutions have been selling or reducing their CBSE positions?

In the latest period, 2 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $420.7K.

Are there any notable investors adding CBSE to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $19.0M.

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Developer Access

Access CBSE's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/CBSE

CLI

npx alphasmo stocks get CBSE

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