Elevation Series Trust

Name: Elevation Series Trust — Institutional Ownership
Creator: FBInvestor

CUSIP 210322301SRH REIT COVEREDSRHRQ4 2025

Elevation Series Trust — Institutional Ownership (13F) · FBInvestor

Institutional Holders

13F filers

Shares Held

883.7K

Aggregate institutional

Institutional Value

$46.85M

Q4 2025

Net New Holders

-3

0 new · 3 closed

Aggregate 13F value by quarter

Multi-quarter trend — upgrade to see history

Q4 2025

New positions0

Increased2

Decreased0

Sold out3

2 funds hold this security · Q4 2025

#	Fund	Shares	Value	Δ Shares	Activity
1	Srh Advisors, LLC	879.3K	$46.61M	+1.0K	Added
2	Newedge Advisors, LLC	4.4K	$234.1K	+2	Added