Institutional Ownership
Elevation Series Trust
CUSIP 210322566TRUESHARES EQTYQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
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 | 206.0K | $4.97M |
| 2 | Citadel Advisors LLC | 35.1K | $845.3K |
| 3 | B.O.S.S. Retirement Advisors, LLC | 18.5K | $446.8K |
| 4 | Howard Bailey Securities, LLC | 17.6K | $424.5K |
| 5 | Great Lakes Retirement, Inc. | 9.6K | $231.3K |
| 6 | Elevated Capital Advisors, LLC | 6.2K | $148.8K |
| 7 | Lloyd Advisory Services, LLC. | 3.3K | $80.2K |
| 8 | Kingdom Financial Group LLC. | 3.3K | $80.2K |
| 9 | Networth Advisors, LLC | 898 | $21.7K |
| 10 | Quest 10 Wealth Builders, Inc. | 824 | $19.9K |