Institutional Ownership
Elevation Series Trust
CUSIP 210322608TRUESHARES SEASOONEZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
34
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 | 2.54M | $63.65M |
| 2 | Mid-American Wealth Advisory Group, Inc. | 154.7K | $4.02M |
| 3 | Wellment Financial | 138.6K | $3.47M |
| 4 | Smart Wealth LLC | 122.7K | $3.07M |
| 5 | Fwg Investments, LLC. | 87.9K | $2.20M |
| 6 | Elevated Capital Advisors, LLC | 87.0K | $2.18M |
| 7 | B.O.S.S. Retirement Advisors, LLC | 74.2K | $1.86M |
| 8 | Howard Bailey Securities, LLC | 69.2K | $1.73M |
| 9 | Integrated Wealth Management | 55.1K | $1.38M |
| 10 | Fsa Advisors, Inc. | 50.4K | $1.26M |