Institutional Ownership
Elevation Series Trust
CUSIP 210322509TRUESHARES QUARTQBERQ1 2026
Institutional Holders
31
13F filers
Shares Held
2.44M
Aggregate institutional
Institutional Value
$58.79M
Q1 2026
Net New Holders
+0
6 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased3
Decreased18
Sold out6
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 937.0K | $22.61M | −2.21M | Reduced |
| 2 | Truemark Investments, LLC | 372.0K | $8.98M | +247.8K | Added |
| 3 | Mid-American Wealth Advisory Group, Inc. | 337.3K | $8.09M | 0 | Held |
| 4 | Authentikos Wealth Advisory, LLC | 173.8K | $4.19M | −11.3K | Reduced |
| 5 | Elevated Capital Advisors, LLC | 111.4K | $2.69M | +72.3K | Added |
| 6 | Wellment Financial | 89.1K | $2.15M | −126.3K | Reduced |
| 7 | Pom Investment Strategies, LLC | 73.4K | $1.77M | +73.4K | New |
| 8 | Smart Wealth LLC | 44.1K | $1.07M | −88.6K | Reduced |
| 9 | Outlook Wealth Advisors, LLC | 41.4K | $997.9K | −149.4K | Reduced |
| 10 | Csenge Advisory Group | 38.9K | $939.6K | −54.0K | Reduced |
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