Institutional Ownership
Elevation Series Trust
CUSIP 210322764TRUESHARES DECDECZQ1 2026
Institutional Holders
33
13F filers
Shares Held
981.8K
Aggregate institutional
Institutional Value
$38.12M
Q1 2026
Net New Holders
+3
6 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased10
Decreased13
Sold out3
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 436.0K | $16.93M | +1.3K | Added |
| 2 | Truemark Investments, LLC | 279.4K | $10.85M | +71.0K | Added |
| 3 | Elevated Capital Advisors, LLC | 27.7K | $1.08M | −1.6K | Reduced |
| 4 | B.O.S.S. Retirement Advisors, LLC | 24.0K | $933.3K | −1.9K | Reduced |
| 5 | Weaver Consulting Group | 23.5K | $911.3K | 0 | Held |
| 6 | Howard Bailey Securities, LLC | 22.1K | $857.1K | −732 | Reduced |
| 7 | Wellment Financial | 19.4K | $751.9K | −199 | Reduced |
| 8 | Smart Wealth LLC | 14.9K | $578.5K | −365 | Reduced |
| 9 | Pom Investment Strategies, LLC | 14.7K | $572.4K | +14.7K | New |
| 10 | Integrated Wealth Management | 13.6K | $529.1K | +434 | Added |
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