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Clough Select Equity ETF (CBSE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
INCREASED
Shares13,092 from 10,634
Change+2,458 (+23%)
Value$609.1K (+$52.3K)
Filed 2026-11-10
Alchemi Wealth, LLC
DECREASED
Shares10,527 from 11,107
Change-580 (-5%)
Value$489.8K (-$91.8K)
Filed 2026-11-04
UBS Group AG
INCREASED
Shares801 from 89
Change+712 (+800%)
Value$37.3K (+$32.6K)
Filed 2026-11-10
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 4,504
Change-4,504 (-100%)
Value$0 (-$235.8K)
Filed 2026-11-02
JPMorgan Chase & Co
N/A
Shares— from 191,881
Change-191,881 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 145,146
Change-145,146 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 88,595
Change-88,595 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 14,048
Change-14,048 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,918
Change-1,918 (-100%)
Value—
Status
HighTower Advisors, LLC
INCREASED13,09210,634+2,458+23%$556.8K$609.1K+$52.3K2026-11-10
Alchemi Wealth, LLC
DECREASED10,52711,107-580-5%$581.6K$489.8K-$91.8K2026-11-04
UBS Group AG
INCREASED80189+712+800%$4.7K$37.3K+$32.6K2026-11-10
Commonwealth Equity Services, LLC
CLOSED04,504-4,504-100%$235.8K$0-$235.8K2026-11-02
JPMorgan Chase & Co
N/A—191,881-191,881-100%$9.9M———
Waverly Advisors, LLC
N/A—145,146-145,146-100%$7.6M———
Sanctuary Advisors, LLC
N/A—88,595-88,595-100%$4.6M———
Royal Bank of Canada
N/A—14,048-14,048-100%$736.0K———
Osaic Holdings, Inc.
N/A—1,918-1,918-100%$100.4K———
Showing 9 of 9 institutions