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Clough Hedged Equity ETF (CBLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
DECREASED
Shares443,282 from 459,902
Change-16,620 (-4%)
Value$13.8M (-$1.8M)
Filed 2026-11-10
IFP Advisors, Inc
UNCHANGED
Shares17,159 from 17,159
Change0 (0%)
Value$534.7K (-$49.7K)
Filed 2026-10-16
Alchemi Wealth, LLC
UNCHANGED
Shares13,819 from 13,819
Change0 (0%)
Value$430.7K (-$40.0K)
Filed 2026-11-04
Able Wealth Management LLC
DECREASED
Shares9,444 from 11,362
Change-1,918 (-17%)
Value$304.3K (-$82.7K)
Filed 2026-10-13
Farther Finance Advisors, LLC
NEW
Shares4,871
Change+4,871
Value$151.8K
Filed 2026-10-08
MGO One Seven LLC
CLOSED
Shares0 from 10,406
Change-10,406 (-100%)
Value$0 (-$354.4K)
Filed 2026-10-28
Waverly Advisors, LLC
N/A
Shares— from 545,649
Change-545,649 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 364,221
Change-364,221 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 12,662
Change-12,662 (-100%)
Value—
Status
HighTower Advisors, LLC
DECREASED443,282459,902-16,620-4%$15.7M$13.8M-$1.8M2026-11-10
IFP Advisors, Inc
UNCHANGED17,15917,15900%$584.4K$534.7K-$49.7K2026-10-16
Alchemi Wealth, LLC
UNCHANGED13,81913,81900%$470.7K$430.7K-$40.0K2026-11-04
Able Wealth Management LLC
DECREASED9,44411,362-1,918-17%$386.9K$304.3K-$82.7K2026-10-13
Farther Finance Advisors, LLC
NEW4,871—+4,871——$151.8K—2026-10-08
MGO One Seven LLC
CLOSED010,406-10,406-100%$354.4K$0-$354.4K2026-10-28
Waverly Advisors, LLC
N/A—545,649-545,649-100%$18.6M———
Insigneo Advisory Services, LLC
N/A—364,221-364,221-100%$12.4M———
Ethos Financial Group, LLC
N/A—12,662-12,662-100%$431.2K———
Showing 9 of 9 institutions