Institutional Ownership
Elevation Series Trust
CUSIP 210322582TRUESHARES S&PPAYHQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
14
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 | 298.9K | $6.10M |
| 2 | Authentikos Wealth Advisory, LLC | 45.8K | $935.7K |
| 3 | Goldman Sachs Group Inc | 24.2K | $493.0K |
| 4 | B.O.S.S. Retirement Advisors, LLC | 20.2K | $411.8K |
| 5 | Howard Bailey Securities, LLC | 18.7K | $382.2K |
| 6 | Great Lakes Retirement, Inc. | 10.1K | $207.1K |
| 7 | Morgan Stanley | 8.3K | $170.2K |
| 8 | Evolution Wealth Management Inc. | 4.8K | $98.2K |
| 9 | Jpmorgan Chase & Co | 4.5K | $92.5K |
| 10 | Lloyd Advisory Services, LLC. | 3.5K | $71.2K |