Institutional Ownership
Elevation Series Trust
CUSIP 210322830TRUESHARES STRUCJUNZQ1 2026
Institutional Holders
7
13F filers
Shares Held
318.5K
Aggregate institutional
Institutional Value
$9.94M
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased2
Decreased2
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 272.0K | $8.49M | −5.0K | Reduced |
| 2 | Weaver Consulting Group | 17.3K | $540.5K | −774 | Reduced |
| 3 | Old Mission Capital LLC | 16.0K | $500.0K | +429 | Added |
| 4 | Lasalle St. Investment Advisors, LLC | 11.3K | $354.0K | 0 | Held |
| 5 | Osaic Holdings, Inc. | 1.1K | $35.9K | 0 | Held |
| 6 | Ubs Group AG | 670 | $20.9K | +664 | Added |
| 7 | Ae Wealth Management LLC | 6 | $187 | 0 | Held |