Institutional Ownership
Elevation Series Trust
CUSIP 210322764TRUESHARES DECDECZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
33
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Ae Wealth Management LLC | 436.0K | $16.93M |
| 2 | Truemark Investments, LLC | 279.4K | $10.85M |
| 3 | Elevated Capital Advisors, LLC | 27.7K | $1.08M |
| 4 | B.O.S.S. Retirement Advisors, LLC | 24.0K | $933.3K |
| 5 | Weaver Consulting Group | 23.5K | $911.3K |
| 6 | Howard Bailey Securities, LLC | 22.1K | $857.1K |
| 7 | Wellment Financial | 19.4K | $751.9K |
| 8 | Smart Wealth LLC | 14.9K | $578.5K |
| 9 | Pom Investment Strategies, LLC | 14.7K | $572.4K |
| 10 | Integrated Wealth Management | 13.6K | $529.1K |