Institutional Ownership
Elevation Series Trust
CUSIP 210322566TRUESHARES EQTYQ1 2026
Institutional Holders
11
13F filers
Shares Held
301.5K
Aggregate institutional
Institutional Value
$7.27M
Q1 2026
Net New Holders
+11
11 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased0
Decreased0
Sold out0
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 206.0K | $4.97M | +206.0K | New |
| 2 | Citadel Advisors LLC | 35.1K | $845.3K | +35.1K | New |
| 3 | B.O.S.S. Retirement Advisors, LLC | 18.5K | $446.8K | +18.5K | New |
| 4 | Howard Bailey Securities, LLC | 17.6K | $424.5K | +17.6K | New |
| 5 | Great Lakes Retirement, Inc. | 9.6K | $231.3K | +9.6K | New |
| 6 | Elevated Capital Advisors, LLC | 6.2K | $148.8K | +6.2K | New |
| 7 | Lloyd Advisory Services, LLC. | 3.3K | $80.2K | +3.3K | New |
| 8 | Kingdom Financial Group LLC. | 3.3K | $80.2K | +3.3K | New |
| 9 | Networth Advisors, LLC | 898 | $21.7K | +898 | New |
| 10 | Quest 10 Wealth Builders, Inc. | 824 | $19.9K | +824 | New |
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