Institutional Ownership
Elevation Series Trust
CUSIP 210322780TRUESHARES OCTOCTZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
30
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 | 425.7K | $17.50M |
| 2 | Truemark Investments, LLC | 274.0K | $11.26M |
| 3 | Authentikos Wealth Advisory, LLC | 49.4K | $2.03M |
| 4 | Wellment Financial | 34.8K | $1.43M |
| 5 | Pom Investment Strategies, LLC | 28.4K | $1.17M |
| 6 | Smart Wealth LLC | 19.5K | $799.8K |
| 7 | Outlook Wealth Advisors, LLC | 16.0K | $659.6K |
| 8 | Fwg Investments, LLC. | 13.6K | $557.3K |
| 9 | Elevated Capital Advisors, LLC | 12.7K | $523.3K |
| 10 | Integrated Wealth Management | 12.0K | $491.7K |