CBSE — CLOUGH SELECT EQUITY ETF
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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)
- JPMorgan Chase & Co 191.88K sh · $9.89M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2022 | Q4 2022 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details