Institutional Ownership
Elevation Series Trust
CUSIP 210322855TRUESHARES STRUCAPRZQ1 2026
Institutional Holders
12
13F filers
Shares Held
353.7K
Aggregate institutional
Institutional Value
$12.62M
Q1 2026
Net New Holders
-1
1 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased4
Sold out2
Institutional Holders
12 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 216.9K | $7.74M | −39.3K | Reduced |
| 2 | Weaver Consulting Group | 101.4K | $3.62M | −1.2K | Reduced |
| 3 | Old Mission Capital LLC | 21.6K | $772.0K | +9.9K | Added |
| 4 | Blue Bell Private Wealth Management, LLC | 6.5K | $233.4K | +6.5K | New |
| 5 | Harbour Investments, Inc. | 3.3K | $116.8K | +774 | Added |
| 6 | Osaic Holdings, Inc. | 1.3K | $44.6K | 0 | Held |
| 7 | Arax Advisory Partners | 1.2K | $42.6K | 0 | Held |
| 8 | Ae Wealth Management LLC | 554 | $19.8K | −148 | Reduced |
| 9 | Dhjj Financial Advisors, Ltd. | 410 | $14.6K | 0 | Held |
| 10 | Elevated Capital Advisors, LLC | 281 | $10.0K | −12.1K | Reduced |
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