Institutional Ownership
Elevation Series Trust
CUSIP 210322202SOVEREIGNS CAPITSOVFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
25
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cornerstone Management, Inc. | 605.0K | $16.22M |
| 2 | Eversource Wealth Advisors, LLC | 600.7K | $16.11M |
| 3 | Vident Advisory, LLC | 302.0K | $8.10M |
| 4 | Iconiq Capital, LLC | 214.2K | $5.74M |
| 5 | Creativeone Wealth, LLC | 172.6K | $4.63M |
| 6 | Bare Financial Services, Inc | 145.2K | $3.89M |
| 7 | Oneascent Financial Services LLC | 142.5K | $3.82M |
| 8 | Blue Trust, Inc. | 94.1K | $2.52M |
| 9 | Oneascent Wealth Management LLC | 63.9K | $1.71M |
| 10 | World Investment Advisors | 60.3K | $1.62M |