Institutional Ownership
Elevation Series Trust
CUSIP 210322574S&P AUTOCALLABLEPAYMQ1 2026
Institutional Holders
27
13F filers
Shares Held
1.69M
Aggregate institutional
Institutional Value
$37.18M
Q1 2026
Net New Holders
+26
27 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions27
Increased0
Decreased0
Sold out1
Institutional Holders
27 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 970.6K | $21.31M | +970.6K | New |
| 2 | Authentikos Wealth Advisory, LLC | 183.6K | $4.03M | +183.6K | New |
| 3 | B.O.S.S. Retirement Advisors, LLC | 60.1K | $1.32M | +60.1K | New |
| 4 | Howard Bailey Securities, LLC | 57.0K | $1.25M | +57.0K | New |
| 5 | Elevated Capital Advisors, LLC | 47.7K | $1.05M | +47.7K | New |
| 6 | Great Lakes Retirement, Inc. | 42.8K | $940.1K | +42.8K | New |
| 7 | Wellment Financial | 33.7K | $740.3K | +33.7K | New |
| 8 | Integrated Wealth Management | 30.9K | $679.2K | +30.9K | New |
| 9 | Morgan Stanley | 29.7K | $651.1K | +29.7K | New |
| 10 | Smart Wealth LLC | 29.5K | $646.8K | +29.5K | New |
17 more institutional holders on Premium
See every fund holding Elevation Series Trust, with full quarter-over-quarter share changes.
Unlock all holders