Institutional Ownership
Elevation Series Trust
CUSIP 210322400TRUSHARES BULLQBULQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
15
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 | Truemark Investments, LLC | 342.0K | $8.06M |
| 2 | Ae Wealth Management LLC | 112.4K | $2.65M |
| 3 | Csenge Advisory Group | 34.5K | $813.7K |
| 4 | Howard Bailey Securities, LLC | 27.0K | $635.7K |
| 5 | Aegis Wealth Management, Inc. | 22.3K | $526.5K |
| 6 | Integrated Wealth Management | 12.7K | $298.8K |
| 7 | Key Capital Management, Inc | 10.1K | $237.8K |
| 8 | Elevated Capital Advisors, LLC | 787 | $18.5K |
| 9 | Networth Advisors, LLC | 565 | $13.3K |
| 10 | Lloyd Advisory Services, LLC. | 428 | $10.1K |