Institutional Ownership
Elevation Series Trust
CUSIP 210322780TRUESHARES OCTOCTZQ1 2026
Institutional Holders
30
13F filers
Shares Held
982.9K
Aggregate institutional
Institutional Value
$40.39M
Q1 2026
Net New Holders
+11
13 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions13
Increased10
Decreased5
Sold out2
Institutional Holders
30 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 425.7K | $17.50M | +320.9K | Added |
| 2 | Truemark Investments, LLC | 274.0K | $11.26M | +82.1K | Added |
| 3 | Authentikos Wealth Advisory, LLC | 49.4K | $2.03M | +1.2K | Added |
| 4 | Wellment Financial | 34.8K | $1.43M | +34.8K | New |
| 5 | Pom Investment Strategies, LLC | 28.4K | $1.17M | +28.4K | New |
| 6 | Smart Wealth LLC | 19.5K | $799.8K | +19.5K | New |
| 7 | Outlook Wealth Advisors, LLC | 16.0K | $659.6K | +16.0K | New |
| 8 | Fwg Investments, LLC. | 13.6K | $557.3K | +13.6K | New |
| 9 | Elevated Capital Advisors, LLC | 12.7K | $523.3K | +12.7K | New |
| 10 | Integrated Wealth Management | 12.0K | $491.7K | +12.0K | New |
20 more institutional holders on Premium
See every fund holding Elevation Series Trust, with full quarter-over-quarter share changes.
Unlock all holders