Institutional Ownership
Elevation Series Trust
CUSIP 210322301SRH REIT COVEREDSRHRQ1 2026
Institutional Holders
3
13F filers
Shares Held
883.9K
Aggregate institutional
Institutional Value
$46.29M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased0
Sold out0
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Srh Advisors, LLC | 879.3K | $46.28M | +1 | Added |
| 2 | Newedge Advisors, LLC | 4.6K | $4.6K | +215 | Added |
| 3 | Fmr LLC | 1 | $53 | +1 | New |