Institutional Ownership
Elevation Series Trust
CUSIP 210322673RIVERNORTH ACTIVCEFZQ1 2026
Institutional Holders
28
13F filers
Shares Held
2.45M
Aggregate institutional
Institutional Value
$13.78M
Q1 2026
Net New Holders
+0
4 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased10
Decreased10
Sold out4
Institutional Holders
28 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 814.1K | $6.39M | −12.3K | Reduced |
| 2 | Waverly Advisors, LLC | 299.4K | $2.35M | −7.1K | Reduced |
| 3 | Waddell & Associates, LLC | 147.0K | $1.15M | +3.6K | Added |
| 4 | Ae Wealth Management LLC | 112.4K | $882.5K | +535 | Added |
| 5 | Triangle Securities Wealth Management | 90.6K | $711.2K | +190 | Added |
| 6 | Mml Investors Services, LLC | 62.1K | $487.3K | −29.8K | Reduced |
| 7 | Cetera Investment Advisers | 39.7K | $311.4K | −478 | Reduced |
| 8 | Independent Financial Group, LLC | 26.7K | $209.5K | +1.2K | Added |
| 9 | Integrated Capital Management, Inc. | 24.7K | $194.2K | +563 | Added |
| 10 | Kestra Advisory Services, LLC | 19.3K | $151.4K | +19.3K | New |
18 more institutional holders on Premium
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