Institutional Ownership
Elevation Series Trust
CUSIP 210322772TRUESHARES NOVNOVZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
14
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 | Truemark Investments, LLC | 219.6K | $9.31M |
| 2 | Valtinson Bruner Financial Planning LLC | 67.6K | $2.87M |
| 3 | Old Mission Capital LLC | 24.6K | $1.04M |
| 4 | Osaic Holdings, Inc. | 12.0K | $508.3K |
| 5 | Lasalle St. Investment Advisors, LLC | 5.1K | $217.6K |
| 6 | Blue Bell Private Wealth Management, LLC | 3.2K | $133.9K |
| 7 | Ae Wealth Management LLC | 780 | $33.1K |
| 8 | Arax Advisory Partners | 269 | $11.4K |
| 9 | Ubs Group AG | 269 | $11.4K |
| 10 | Elevated Capital Advisors, LLC | 240 | $10.2K |