Institutional Ownership
Elevation Series Trust
CUSIP 210322814TRUESHARES STRUCAUGZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
36
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 | 479.0K | $19.47M |
| 2 | Truemark Investments, LLC | 221.0K | $8.98M |
| 3 | Weaver Consulting Group | 105.9K | $4.30M |
| 4 | Capital Investment Advisory Services, LLC | 32.5K | $1.32M |
| 5 | Commonwealth Equity Services, LLC | 28.0K | $1.14M |
| 6 | Wellment Financial | 25.7K | $1.05M |
| 7 | B.O.S.S. Retirement Advisors, LLC | 22.9K | $932.1K |
| 8 | Howard Bailey Securities, LLC | 21.3K | $867.4K |
| 9 | Smart Wealth LLC | 21.0K | $853.3K |
| 10 | Osaic Holdings, Inc. | 19.3K | $784.1K |