Institutional Ownership
Elevation Series Trust
CUSIP 210322665TRUESHARES CONVXPVEXQ1 2026
Institutional Holders
5
13F filers
Shares Held
1.78M
Aggregate institutional
Institutional Value
$48.77M
Q1 2026
Net New Holders
+2
2 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased0
Sold out0
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 1.73M | $47.34M | +109.2K | Added |
| 2 | Jane Street Group, LLC | 51.2K | $1.40M | +40.5K | Added |
| 3 | Ubs Group AG | 1.2K | $32.3K | +305 | Added |
| 4 | Lloyd Advisory Services, LLC. | 19 | $521 | +19 | New |
| 5 | Kingdom Financial Group LLC. | 19 | $521 | +19 | New |