Institutional Ownership
Elevation Series Trust
CUSIP 210322509TRUESHARES QUARTQBERQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
31
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 | Ae Wealth Management LLC | 937.0K | $22.61M |
| 2 | Truemark Investments, LLC | 372.0K | $8.98M |
| 3 | Mid-American Wealth Advisory Group, Inc. | 337.3K | $8.09M |
| 4 | Authentikos Wealth Advisory, LLC | 173.8K | $4.19M |
| 5 | Elevated Capital Advisors, LLC | 111.4K | $2.69M |
| 6 | Wellment Financial | 89.1K | $2.15M |
| 7 | Pom Investment Strategies, LLC | 73.4K | $1.77M |
| 8 | Smart Wealth LLC | 44.1K | $1.07M |
| 9 | Outlook Wealth Advisors, LLC | 41.4K | $997.9K |
| 10 | Csenge Advisory Group | 38.9K | $939.6K |