Institutional Ownership
Elevation Series Trust
CUSIP 210322814TRUESHARES STRUCAUGZQ1 2026
Institutional Holders
36
13F filers
Shares Held
1.12M
Aggregate institutional
Institutional Value
$45.56M
Q1 2026
Net New Holders
+20
20 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions20
Increased5
Decreased5
Sold out0
Institutional Holders
36 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 479.0K | $19.47M | +478.6K | Added |
| 2 | Truemark Investments, LLC | 221.0K | $8.98M | +14.2K | Added |
| 3 | Weaver Consulting Group | 105.9K | $4.30M | −590 | Reduced |
| 4 | Capital Investment Advisory Services, LLC | 32.5K | $1.32M | +285 | Added |
| 5 | Commonwealth Equity Services, LLC | 28.0K | $1.14M | 0 | Held |
| 6 | Wellment Financial | 25.7K | $1.05M | +25.7K | New |
| 7 | B.O.S.S. Retirement Advisors, LLC | 22.9K | $932.1K | +22.9K | New |
| 8 | Howard Bailey Securities, LLC | 21.3K | $867.4K | +21.3K | New |
| 9 | Smart Wealth LLC | 21.0K | $853.3K | +21.0K | New |
| 10 | Osaic Holdings, Inc. | 19.3K | $784.1K | −1.5K | Reduced |
26 more institutional holders on Premium
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