Institutional Ownership
Elevation Series Trust
CUSIP 210322582TRUESHARES S&PPAYHQ1 2026
Institutional Holders
14
13F filers
Shares Held
445.0K
Aggregate institutional
Institutional Value
$9.08M
Q1 2026
Net New Holders
+13
14 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions14
Increased0
Decreased0
Sold out1
Institutional Holders
14 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 298.9K | $6.10M | +298.9K | New |
| 2 | Authentikos Wealth Advisory, LLC | 45.8K | $935.7K | +45.8K | New |
| 3 | Goldman Sachs Group Inc | 24.2K | $493.0K | +24.2K | New |
| 4 | B.O.S.S. Retirement Advisors, LLC | 20.2K | $411.8K | +20.2K | New |
| 5 | Howard Bailey Securities, LLC | 18.7K | $382.2K | +18.7K | New |
| 6 | Great Lakes Retirement, Inc. | 10.1K | $207.1K | +10.1K | New |
| 7 | Morgan Stanley | 8.3K | $170.2K | +8.3K | New |
| 8 | Evolution Wealth Management Inc. | 4.8K | $98.2K | +4.8K | New |
| 9 | Jpmorgan Chase & Co | 4.5K | $92.5K | +4.5K | New |
| 10 | Lloyd Advisory Services, LLC. | 3.5K | $71.2K | +3.5K | New |
4 more institutional holders on Premium
See every fund holding Elevation Series Trust, with full quarter-over-quarter share changes.
Unlock all holders