Institutional Ownership
Elevation Series Trust
CUSIP 210322574S&P AUTOCALLABLEPAYMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
27
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 | 970.6K | $21.31M |
| 2 | Authentikos Wealth Advisory, LLC | 183.6K | $4.03M |
| 3 | B.O.S.S. Retirement Advisors, LLC | 60.1K | $1.32M |
| 4 | Howard Bailey Securities, LLC | 57.0K | $1.25M |
| 5 | Elevated Capital Advisors, LLC | 47.7K | $1.05M |
| 6 | Great Lakes Retirement, Inc. | 42.8K | $940.1K |
| 7 | Wellment Financial | 33.7K | $740.3K |
| 8 | Integrated Wealth Management | 30.9K | $679.2K |
| 9 | Morgan Stanley | 29.7K | $651.1K |
| 10 | Smart Wealth LLC | 29.5K | $646.8K |