Institutional Ownership
Elevation Series Trust
CUSIP 210322731OPAL DIVID INCOMDIVZQ1 2026
Institutional Holders
19
13F filers
Shares Held
5.56M
Aggregate institutional
Institutional Value
$205.99M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased3
Decreased7
Sold out3
Institutional Holders
19 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | 49 Wealth Management, LLC | 4.28M | $159.19M | +4.28M | New |
| 2 | Weaver Consulting Group | 778.9K | $29.00M | +12.8K | Added |
| 3 | Titleist Asset Management, LLC | 396.1K | $14.74M | −78.5K | Reduced |
| 4 | M3 Advisory Group, LLC | 19.9K | $741.6K | +747 | Added |
| 5 | Osaic Holdings, Inc. | 15.3K | $568.9K | −6.2K | Reduced |
| 6 | Joel Isaacson & Co., LLC | 14.2K | $528.6K | +5.1K | Added |
| 7 | Financial Gravity Asset Management, Inc. | 8.4K | $312.8K | −802 | Reduced |
| 8 | Jane Street Group, LLC | 7.7K | $286.7K | +7.7K | New |
| 9 | Tower Research Capital LLC (Trc) | 6.5K | $242.2K | −2.8K | Reduced |
| 10 | Susquehanna International Group, LLP | 6.4K | $236.8K | +6.4K | New |
9 more institutional holders on Premium
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