Institutional Ownership
Elevation Series Trust
CUSIP 210322822TRUESHARES STRCTJULZQ1 2026
Institutional Holders
16
13F filers
Shares Held
354.1K
Aggregate institutional
Institutional Value
$14.25M
Q1 2026
Net New Holders
-3
1 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased6
Decreased4
Sold out4
Institutional Holders
16 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 201.9K | $8.11M | +5.5K | Added |
| 2 | Valtinson Bruner Financial Planning LLC | 57.2K | $2.30M | −492 | Reduced |
| 3 | Old Mission Capital LLC | 33.8K | $1.36M | +22.0K | Added |
| 4 | Mid-American Wealth Advisory Group, Inc. | 16.9K | $712.9K | 0 | Held |
| 5 | Weaver Consulting Group | 14.4K | $579.8K | 0 | Held |
| 6 | Susquehanna International Group, LLP | 10.9K | $437.2K | +4.5K | Added |
| 7 | Capital Investment Advisory Services, LLC | 6.8K | $274.6K | −35 | Reduced |
| 8 | Jpmorgan Chase & Co | 5.5K | $215.8K | 0 | Held |
| 9 | Osaic Holdings, Inc. | 2.6K | $105.0K | +16 | Added |
| 10 | Arax Advisory Partners | 1.6K | $64.2K | 0 | Held |
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