Institutional Ownership
Elevation Series Trust
CUSIP 210322871TRUESHARES STRUCFEBZQ1 2026
Institutional Holders
7
13F filers
Shares Held
302.0K
Aggregate institutional
Institutional Value
$10.97M
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
Increased4
Decreased1
Sold out2
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Truemark Investments, LLC | 277.5K | $10.08M | +34.0K | Added |
| 2 | Weaver Consulting Group | 17.3K | $628.3K | 0 | Held |
| 3 | Blue Bell Private Wealth Management, LLC | 2.5K | $90.8K | +1.5K | Added |
| 4 | Harbour Investments, Inc. | 2.0K | $73.2K | +400 | Added |
| 5 | Capital Investment Advisory Services, LLC | 1.4K | $52.7K | +75 | Added |
| 6 | Ubs Group AG | 794 | $28.8K | −70 | Reduced |
| 7 | Aptus Capital Advisors, LLC | 500 | $18.2K | 0 | Held |