Institutional Ownership
Elevation Series Trust
CUSIP 210322889CLOUGH SELECT EQCBSEQ1 2026
Institutional Holders
9
13F filers
Shares Held
505.7K
Aggregate institutional
Institutional Value
$19.92M
Q1 2026
Net New Holders
+0
0 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased5
Decreased2
Sold out0
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 211.4K | $8.20M | +12.8K | Added |
| 2 | Waverly Advisors, LLC | 189.3K | $7.54M | +6.4K | Added |
| 3 | Sanctuary Advisors, LLC | 75.0K | $2.99M | +17.9K | Added |
| 4 | Alchemi Wealth, LLC | 11.1K | $442.4K | 0 | Held |
| 5 | Mercer Global Advisors Inc /Adv | 5.7K | $226.0K | 0 | Held |
| 6 | Commonwealth Equity Services, LLC | 5.6K | $223.1K | −4.7K | Reduced |
| 7 | Hightower Advisors, LLC | 5.4K | $214.8K | +215 | Added |
| 8 | Osaic Holdings, Inc. | 2.1K | $82.5K | +997 | Added |
| 9 | Ubs Group AG | 227 | $9.0K | −159 | Reduced |