Institutional Ownership
Elevation Series Trust
CUSIP 210322202SOVEREIGNS CAPITSOVFQ1 2026
Institutional Holders
25
13F filers
Shares Held
2.63M
Aggregate institutional
Institutional Value
$70.40M
Q1 2026
Net New Holders
-3
2 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased13
Decreased4
Sold out5
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cornerstone Management, Inc. | 605.0K | $16.22M | +18.4K | Added |
| 2 | Eversource Wealth Advisors, LLC | 600.7K | $16.11M | +145.6K | Added |
| 3 | Vident Advisory, LLC | 302.0K | $8.10M | +1.8K | Added |
| 4 | Iconiq Capital, LLC | 214.2K | $5.74M | 0 | Held |
| 5 | Creativeone Wealth, LLC | 172.6K | $4.63M | +172.6K | New |
| 6 | Bare Financial Services, Inc | 145.2K | $3.89M | +11.9K | Added |
| 7 | Oneascent Financial Services LLC | 142.5K | $3.82M | +15.0K | Added |
| 8 | Blue Trust, Inc. | 94.1K | $2.52M | +7.3K | Added |
| 9 | Oneascent Wealth Management LLC | 63.9K | $1.71M | +194 | Added |
| 10 | World Investment Advisors | 60.3K | $1.62M | +6.8K | Added |
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