Institutional Ownership
Elevation Series Trust
CUSIP 210322756TRUESHS TECH AILRNZQ1 2026
Institutional Holders
25
13F filers
Shares Held
127.5K
Aggregate institutional
Institutional Value
$4.68M
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
Increased8
Decreased6
Sold out3
Institutional Holders
25 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc. | 17.1K | $816.6K | 0 | Held |
| 2 | Authentikos Wealth Advisory, LLC | 17.5K | $699.9K | +4.7K | Added |
| 3 | Susquehanna International Group, LLP | 15.8K | $634.1K | +15.8K | New |
| 4 | Brookstone Capital Management | 13.7K | $548.5K | +13.7K | New |
| 5 | Sloy Dahl & Holst, LLC | 8.2K | $327.2K | +250 | Added |
| 6 | Cetera Investment Advisers | 8.0K | $320.5K | +1.1K | Added |
| 7 | Acorn Wealth Advisors, LLC | 6.5K | $261.9K | −58 | Reduced |
| 8 | Weaver Consulting Group | 6.3K | $252.3K | −11 | Reduced |
| 9 | Tower Research Capital LLC (Trc) | 4.8K | $192.3K | +223 | Added |
| 10 | Ae Wealth Management LLC | 4.5K | $181.4K | +549 | Added |
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