Institutional Ownership
Elevation Series Trust
CUSIP 210322673RIVERNORTH ACTIVCEFZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
28
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 | Envestnet Asset Management Inc | 814.1K | $6.39M |
| 2 | Waverly Advisors, LLC | 299.4K | $2.35M |
| 3 | Waddell & Associates, LLC | 147.0K | $1.15M |
| 4 | Ae Wealth Management LLC | 112.4K | $882.5K |
| 5 | Triangle Securities Wealth Management | 90.6K | $711.2K |
| 6 | Mml Investors Services, LLC | 62.1K | $487.3K |
| 7 | Cetera Investment Advisers | 39.7K | $311.4K |
| 8 | Independent Financial Group, LLC | 26.7K | $209.5K |
| 9 | Integrated Capital Management, Inc. | 24.7K | $194.2K |
| 10 | Kestra Advisory Services, LLC | 19.3K | $151.4K |