Institutional Ownership
Elevation Series Trust
CUSIP 210322608TRUESHARES SEASOONEZQ1 2026
Institutional Holders
34
13F filers
Shares Held
3.77M
Aggregate institutional
Institutional Value
$94.63M
Q1 2026
Net New Holders
+9
9 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased11
Decreased10
Sold out0
Institutional Holders
34 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 2.54M | $63.65M | +111.4K | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | 154.7K | $4.02M | 0 | Held |
| 3 | Wellment Financial | 138.6K | $3.47M | +5.5K | Added |
| 4 | Smart Wealth LLC | 122.7K | $3.07M | −7.8K | Reduced |
| 5 | Fwg Investments, LLC. | 87.9K | $2.20M | +1.6K | Added |
| 6 | Elevated Capital Advisors, LLC | 87.0K | $2.18M | +87.0K | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | 74.2K | $1.86M | −3.9K | Reduced |
| 8 | Howard Bailey Securities, LLC | 69.2K | $1.73M | −1.6K | Reduced |
| 9 | Integrated Wealth Management | 55.1K | $1.38M | +7.2K | Added |
| 10 | Fsa Advisors, Inc. | 50.4K | $1.26M | +50.4K | New |
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