Institutional Ownership
Elevation Series Trust
CUSIP 210322798TRUESHARES STRUCSEPZQ1 2026
Institutional Holders
33
13F filers
Shares Held
1.85M
Aggregate institutional
Institutional Value
$75.05M
Q1 2026
Net New Holders
+4
6 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased6
Decreased17
Sold out2
Institutional Holders
33 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 1.03M | $41.74M | +1.2K | Added |
| 2 | Truemark Investments, LLC | 229.2K | $9.31M | +24.0K | Added |
| 3 | Weaver Consulting Group | 69.6K | $2.83M | −301 | Reduced |
| 4 | Elevated Capital Advisors, LLC | 52.5K | $2.13M | +52.5K | New |
| 5 | Valtinson Bruner Financial Planning LLC | 51.2K | $2.08M | −187 | Reduced |
| 6 | Smart Wealth LLC | 47.6K | $1.93M | −3.8K | Reduced |
| 7 | Wellment Financial | 47.4K | $1.93M | −977 | Reduced |
| 8 | B.O.S.S. Retirement Advisors, LLC | 47.2K | $1.92M | −2.8K | Reduced |
| 9 | Howard Bailey Securities, LLC | 44.1K | $1.79M | −1.6K | Reduced |
| 10 | Fwg Investments, LLC. | 33.7K | $1.37M | +505 | Added |
23 more institutional holders on Premium
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