Institutional Ownership
Elevation Series Trust
CUSIP 210322806CLOUGH HEDGED EQCBLSQ1 2026
Institutional Holders
7
13F filers
Shares Held
1.32M
Aggregate institutional
Institutional Value
$38.00M
Q1 2026
Net New Holders
-1
0 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased3
Decreased2
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 524.5K | $15.05M | +20.6K | Added |
| 2 | Hightower Advisors, LLC | 455.4K | $13.07M | −739 | Reduced |
| 3 | Insigneo Advisory Services, LLC | 298.9K | $8.58M | +113.5K | Added |
| 4 | Ethos Financial Group, LLC | 15.1K | $416.2K | 0 | Held |
| 5 | Alchemi Wealth, LLC | 14.1K | $404.1K | 0 | Held |
| 6 | Able Wealth Management LLC | 13.2K | $378.9K | +2.9K | Added |
| 7 | Royal Bank Of Canada | 3.5K | $101.0K | −12.3K | Reduced |