Institutional Ownership
Elevation Series Trust
CUSIP 210322681TRUESHARES STRCDJANZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
32
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 | 665.7K | $24.47M |
| 2 | Truemark Investments, LLC | 263.7K | $9.69M |
| 3 | Authentikos Wealth Advisory, LLC | 238.7K | $8.77M |
| 4 | Wellment Financial | 40.0K | $1.47M |
| 5 | Elevated Capital Advisors, LLC | 32.4K | $1.19M |
| 6 | Pom Investment Strategies, LLC | 31.9K | $1.17M |
| 7 | Smart Wealth LLC | 26.2K | $964.8K |
| 8 | Howard Bailey Securities, LLC | 26.0K | $955.6K |
| 9 | B.O.S.S. Retirement Advisors, LLC | 25.5K | $937.2K |
| 10 | Integrated Wealth Management | 19.2K | $705.0K |