Institutional Ownership
Elevation Series Trust
CUSIP 210322400TRUSHARES BULLQBULQ1 2026
Institutional Holders
15
13F filers
Shares Held
563.8K
Aggregate institutional
Institutional Value
$13.29M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased6
Decreased5
Sold out1
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 342.0K | $8.06M | −17.3K | Reduced |
| 2 | Ae Wealth Management LLC | 112.4K | $2.65M | +80.0K | Added |
| 3 | Csenge Advisory Group | 34.5K | $813.7K | +19.0K | Added |
| 4 | Howard Bailey Securities, LLC | 27.0K | $635.7K | +14.7K | Added |
| 5 | Aegis Wealth Management, Inc. | 22.3K | $526.5K | +22.3K | New |
| 6 | Integrated Wealth Management | 12.7K | $298.8K | +12.7K | New |
| 7 | Key Capital Management, Inc | 10.1K | $237.8K | +6.0K | Added |
| 8 | Elevated Capital Advisors, LLC | 787 | $18.5K | −34.0K | Reduced |
| 9 | Networth Advisors, LLC | 565 | $13.3K | +284 | Added |
| 10 | Lloyd Advisory Services, LLC. | 428 | $10.1K | −3.7K | Reduced |
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