Institutional Ownership
Elevation Series Trust
CUSIP 210322848TRUESHARES STRUCMAYZQ1 2026
Institutional Holders
8
13F filers
Shares Held
330.1K
Aggregate institutional
Institutional Value
$10.50M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased2
Sold out0
Institutional Holders
8 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 230.6K | $7.34M | −71.0K | Reduced |
| 2 | Weaver Consulting Group | 54.4K | $1.73M | 0 | Held |
| 3 | Commonwealth Equity Services, LLC | 20.0K | $636.4K | 0 | Held |
| 4 | Old Mission Capital LLC | 18.0K | $573.5K | +4.7K | Added |
| 5 | Capital Investment Advisory Services, LLC | 5.9K | $186.5K | 0 | Held |
| 6 | Blue Bell Private Wealth Management, LLC | 982 | $31.2K | +982 | New |
| 7 | Dhjj Financial Advisors, Ltd. | 210 | $6.7K | 0 | Held |
| 8 | Ae Wealth Management LLC | 59 | $1.9K | −15 | Reduced |