Vault-13

CLOUGH GLOBAL EQUITY FD XGLQX

COM · Closed-End Fund · CUSIP 18914C100

52 institutional holders +5 vs Q4 2025
9,522,4739.5m shares reported held*
$71.7mreported value*
11 new 12 added 19 reduced 5 sold out net bought ≈ $2.2m (+297.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.53.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 35Q4 22: 39Q1 23: 44Q2 23: 44Q3 23: 48Q4 23: 50Q1 24: 43Q2 24: 44Q3 24: 43Q4 24: 48Q1 25: 46Q2 25: 44Q3 25: 45Q4 25: 47Q1 26: 5252Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202235
Q4 202239
Q1 202344
Q2 202344
Q3 202348
Q4 202350
Q1 202443
Q2 202444
Q3 202443
Q4 202448
Q1 202546
Q2 202544
Q3 202545
Q4 202547
Q1 202652

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 18 bought or addedQ2 24: 14 cut or sold outQ3 24: 20 bought or addedQ3 24: 16 cut or sold outQ3 24Q4 24: 21 bought or addedQ4 24: 12 cut or sold outQ1 25: 19 bought or addedQ1 25: 23 cut or sold outQ1 25Q2 25: 18 bought or addedQ2 25: 20 cut or sold outQ3 25: 20 bought or addedQ3 25: 15 cut or sold outQ3 25Q4 25: 19 bought or addedQ4 25: 17 cut or sold outQ1 26: 23 bought or addedQ1 26: 24 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20241814
Q3 20242016
Q4 20242112
Q1 20251923
Q2 20251820
Q3 20252015
Q4 20251917
Q1 20262324

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +409,866+409.9k
Pathstone Holdings, LLC Added +260,481+260.5k
Advisors Asset Management, Inc. New +140,710+140.7k
Karpus Management, Inc. New +88,428+88.4k
ENVESTNET ASSET MANAGEMENT INC Added +74,533+74.5k
Cetera Investment Advisers New +54,329+54.3k
Bulldog Investors, LLP Added +44,450+44.5k
Baird Financial Group, Inc. New +25,949+25.9k
OSAIC HOLDINGS, INC. Added +24,916+24.9k
GUGGENHEIM CAPITAL LLC Added +21,193+21.2k

Biggest sellers

MORGAN STANLEY Reduced -454,493-454.5k
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -100,666-100.7k
Saba Capital Management, L.P. Reduced -72,407-72.4k
AQR Arbitrage LLC Sold out -48,766-48.8k
Verition Fund Management LLC Reduced -44,643-44.6k
North Ground Capital Reduced -36,465-36.5k
Shaker Financial Services, LLC Reduced -36,162-36.2k
Invesco Ltd. Reduced -27,662-27.7k
CITADEL ADVISORS LLC Sold out -18,460-18.5k
OPPENHEIMER & CO INC Sold out -13,376-13.4k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13G · institution filed 2026-03-04 11.2% 2.1m≈ $18.1m 2026-03-04

Fell to 5% or below in the last year: RIVERNORTH CAPITAL MANAGEMENT, LLC (2.8%, 2026-08-14), Saba Capital Management, L.P. (4.7%, 2026-06-04), MORGAN STANLEY (4.9%, 2026-05-11)

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.32% of their portfolio Minneapolis, MN 2,104,5302.1m $15.8m $15.8m 0.32% Added +409.9k +409,866
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.46% of their portfolio WEST PALM BEACH, FL 1,227,7341.2m $9.2m $9.2m 0.46% Reduced -100.7k -100,666
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,048,3111.0m $7.9m $7.9m 0.00% Reduced -454.5k -454,493
4 Saba Capital Management, L.P. 0.23% of their portfolio NEW YORK, NY 932,703932.7k $7.0m $7.0m 0.23% Reduced -72.4k -72,407
5 Pathstone Holdings, LLC 0.02% of their portfolio ENGLEWOOD, NJ 658,661658.7k $5.0m $5.0m 0.02% Added +260.5k +260,481
6 Verition Fund Management LLC 0.03% of their portfolio GREENWICH, CT 438,827438.8k $3.3m $3.3m 0.03% Reduced -44.6k -44,643
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 334,881334.9k $2.5m $2.5m 0.00% Added +12.8k +12,806
8 Almitas Capital LLC 0.56% of their portfolio SANTA MONICA, CA 330,954331.0k $2.5m $2.5m 0.56% Added +8.0k +7,972
9 1607 Capital Partners, LLC 0.17% of their portfolio Richmond, VA 322,529322.5k $2.4m $2.4m 0.17% Unchanged
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 317,422317.4k $2.4m $2.4m 0.00% Added +3.2k +3,163
11 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.22% of their portfolio BLUE BELL, PA 207,780207.8k $1.6m $1.6m 0.22% Added +16.5k +16,487
12 TrueMark Investments, LLC 0.30% of their portfolio CHICAGO, IL 202,986203.0k $1.5m $1.5m 0.30% Added +6.2k +6,233
13 Bulldog Investors, LLP 0.29% of their portfolio SADDLE BROOK, NJ 171,906171.9k $1.3m $1.3m 0.29% Added +44.5k +44,450
14 Advisors Asset Management, Inc. 0.02% of their portfolio Monument, CO 140,710140.7k $1.1m $1.1m 0.02% New
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 94,28994.3k $710.0k $710.0k 0.00% Added +74.5k +74,533
16 Karpus Management, Inc. 0.02% of their portfolio Pittsford, NY 88,42888.4k $665.9k $665.9k 0.02% New
17 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 85,52985.5k $644.0k $644.0k 0.01% Added +21.2k +21,193
18 RPO LLC 2.49% of their portfolio Stamford, CT 81,82381.8k $616.1k $616.1k 2.49% Reduced -10.5k -10,504
19 Matisse Capital 0.21% of their portfolio PORTLAND, OR 66,01566.0k $497.1k $497.1k 0.21% Reduced -7.5k -7,468
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 63,74563.7k $480.0k $480.0k 0.00% Added +24.9k +24,916
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 63,59463.6k $478.9k $478.9k 0.00% Reduced -9.9k -9,928
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 54,32954.3k $409.1k $409.1k 0.00% New
23 Shaker Financial Services, LLC 0.13% of their portfolio Arlington, VA 47,97948.0k $361.3k $361.3k 0.13% Reduced -36.2k -36,162
24 SeaCrest Wealth Management, LLC 0.04% of their portfolio PURCHASE, NY 46,49646.5k $350.1k $350.1k 0.04% Reduced -2.7k -2,742
25 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 37,71037.7k $284.0k $284.0k 0.00% Reduced -27.7k -27,662
26 Jaffetilchin Investment Partners, LLC 0.02% of their portfolio TAMPA, FL 36,48136.5k $274.7k $274.7k 0.02% Added +458 +458
27 North Ground Capital 0.32% of their portfolio Cohasset, MA 35,55435.6k $267.7k $267.7k 0.32% Reduced -36.5k -36,465
28 Pathway Financial Advisors LLC 0.03% of their portfolio SOUTH BURLINGTON, VT 30,20730.2k $229.0k $229.0k 0.03% Unchanged
29 180 WEALTH ADVISORS, LLC 0.02% of their portfolio FEDERAL WAY, WA 28,01528.0k $210.9k $210.9k 0.02% Reduced -1.4k -1,450
30 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 26,10226.1k $196.6k $196.6k 0.00% Reduced -998 -998
31 BOOTHBAY FUND MANAGEMENT, LLC 0.00% of their portfolio NEW YORK, NY 26,10026.1k $196.5k $196.5k 0.00% Reduced -3.4k -3,350
32 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 25,94925.9k $195.4k $195.4k 0.00% New
33 Advisor OS, LLC 0.01% of their portfolio CHICAGO, IL 21,93721.9k $165.2k $165.2k 0.01% Unchanged
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,22720.2k $152.3k $152.3k 0.00% New
35 Alpine Global Management, LLC 0.02% of their portfolio NEW YORK, NY 15,18915.2k $114.4k $114.4k 0.02% New
36 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 15,00015.0k $110.2k $110.2k 0.01% Unchanged
37 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 14,54514.5k $109.5k $109.5k 0.00% Unchanged
38 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,54114.5k $109.5k $109.5k 0.00% Reduced -600 -600
39 DECISION INVESTMENTS, INC 0.11% of their portfolio SAN DIEGO, CA 13,30013.3k $100.1k $100.1k 0.11% Unchanged
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,4407.4k $56.0k $56.0k 0.00% New
41 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 6,9847.0k $52.6k $52.6k 0.00% Reduced -10.3k -10,265
42 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,0525.1k $38.0k $38.0k 0.00% Unchanged
43 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,7023.7k $27.9k $27.9k 0.00% Reduced -5.0k -4,999
44 Keating Financial Advisory Services, Inc. 0.00% of their portfolio MANHATTAN, KS 2,5002.5k $18.8k $18.8k 0.00% Unchanged
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,0002.0k $15.1k $15.1k 0.00% Reduced -5.2k -5,194
46 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 680680 $5.1k $5.1k 0.00% New
47 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 447447 $3.4k $3.4k 0.00% Unchanged
48 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 174174 $1.3k $1.3k 0.00% New
49 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 164164 $1.2k $1.2k 0.00% New
50 WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio RENO, NV 151151 $1.1k $1.1k 0.00% New
51 CWM, LLC 0.00% of their portfolio OMAHA, NE 9898 $736 $736 0.00% Unchanged
52 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 6363 $474 $474 0.00% Reduced -4.9k -4,920