Institutional Ownership
Elevation Series Trust
CUSIP 210322863TRUESHARES STRUCMARZQ1 2026
Institutional Holders
13
13F filers
Shares Held
462.3K
Aggregate institutional
Institutional Value
$15.31M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased3
Sold out2
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 317.7K | $10.47M | +44.4K | Added |
| 2 | Mid-American Wealth Advisory Group, Inc. | 60.7K | $2.08M | 0 | Held |
| 3 | Weaver Consulting Group | 53.0K | $1.75M | 0 | Held |
| 4 | Old Mission Capital LLC | 13.5K | $443.7K | −8.4K | Reduced |
| 5 | Jane Street Group, LLC | 10.5K | $345.1K | +10.5K | New |
| 6 | Wells Fargo & Company/Mn | 1.8K | $59.0K | 0 | Held |
| 7 | Harbour Investments, Inc. | 1.5K | $48.9K | +1.2K | Added |
| 8 | Capital Investment Advisory Services, LLC | 1.4K | $47.0K | 0 | Held |
| 9 | Blue Bell Private Wealth Management, LLC | 838 | $27.6K | +838 | New |
| 10 | Ae Wealth Management LLC | 751 | $24.7K | −107 | Reduced |
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