Institutional Ownership
Elevation Series Trust
CUSIP 210322822TRUESHARES STRCTJULZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
16
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 | Truemark Investments, LLC | 201.9K | $8.11M |
| 2 | Valtinson Bruner Financial Planning LLC | 57.2K | $2.30M |
| 3 | Old Mission Capital LLC | 33.8K | $1.36M |
| 4 | Mid-American Wealth Advisory Group, Inc. | 16.9K | $712.9K |
| 5 | Weaver Consulting Group | 14.4K | $579.8K |
| 6 | Susquehanna International Group, LLP | 10.9K | $437.2K |
| 7 | Capital Investment Advisory Services, LLC | 6.8K | $274.6K |
| 8 | Jpmorgan Chase & Co | 5.5K | $215.8K |
| 9 | Osaic Holdings, Inc. | 2.6K | $105.0K |
| 10 | Arax Advisory Partners | 1.6K | $64.2K |