Institutional Ownership
Elevation Series Trust
CUSIP 210322749TRUESHARES EAGLERNWZQ1 2026
Institutional Holders
4
13F filers
Shares Held
57.7K
Aggregate institutional
Institutional Value
$1.84M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out1
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Eagle Global Advisors LLC | 38.6K | $1.23M | 0 | Held |
| 2 | Gts Securities LLC | 18.7K | $595.2K | −2.0K | Reduced |
| 3 | Ubs Group AG | 362 | $11.5K | +362 | New |
| 4 | Osaic Holdings, Inc. | 100 | $3.2K | 0 | Held |