Institutional Ownership
Elevation Series Trust
CUSIP 210322798TRUESHARES STRUCSEPZQ1 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 | 1.03M | $41.74M |
| 2 | Truemark Investments, LLC | 229.2K | $9.31M |
| 3 | Weaver Consulting Group | 69.6K | $2.83M |
| 4 | Elevated Capital Advisors, LLC | 52.5K | $2.13M |
| 5 | Valtinson Bruner Financial Planning LLC | 51.2K | $2.08M |
| 6 | Smart Wealth LLC | 47.6K | $1.93M |
| 7 | Wellment Financial | 47.4K | $1.93M |
| 8 | B.O.S.S. Retirement Advisors, LLC | 47.2K | $1.92M |
| 9 | Howard Bailey Securities, LLC | 44.1K | $1.79M |
| 10 | Fwg Investments, LLC. | 33.7K | $1.37M |