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CBSE — CLOUGH SELECT EQUITY ETF

Reported value held$9.91M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$9.90M · 191.97K sh
New / Add / Cut / Exit1 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +84468.3% (+191.74K sh)
Institutional value change Up +109398.3%

As of Q2 2026, 2 SEC-registered investment managers reported holding CBSE (CLOUGH SELECT EQUITY ETF) in their latest 13F filings, with a combined reported value of $9.90M across 191.97K shares. That is +84468.3% by share count (+191.74K shares) versus the previous quarter, while reported value moved +109398.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
JPMorgan Chase & Co history Q2 2026 191.88K $9.89M 0.00% New
Morgan Stanley history Q2 2025 364 $13.38K 0.00% New
UBS Group AG history Q2 2026 89 $4.66K 0.00% Reduce
Fidelity Management & Research (FMR) history Q4 2022 1 $22 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2022Q4 2022Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
JPMorgan Chase & Co — — — 2.35K 28.59K 158.79K 183.38K 191.70K 204.32K 192.24K 198.55K — 191.88K
UBS Group AG 20 — 250 61 — — — — — — 386 227 89
Fidelity Management & Research (FMR) — 1 — — — — — — — — — — —
Morgan Stanley — — — — — — 1 — 364 — — — —

Download holders (CSV)