Institutional Ownership
Elevation Series Trust
CUSIP 210322707OPAL INTL INCOMEIDVZQ1 2026
Institutional Holders
7
13F filers
Shares Held
4.11M
Aggregate institutional
Institutional Value
$136.96M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased2
Sold out3
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 49 Wealth Management, LLC | 4.05M | $135.81M | +381.5K | Added |
| 2 | Jpmorgan Chase & Co | 14.5K | $475.6K | +14.1K | Added |
| 3 | Gts Securities LLC | 11.4K | $383.4K | +11.4K | New |
| 4 | &Partners | 6.1K | $205.6K | +6.1K | New |
| 5 | Financial Gravity Asset Management, Inc. | 2.3K | $76.5K | −31 | Reduced |
| 6 | Thrivent Financial For Lutherans | 16.5K | $547 | −145 | Reduced |
| 7 | Virtu Financial LLC | 15.3K | $515 | +15.3K | New |