Institutional Ownership
Elevation Series Trust
CUSIP 210322889CLOUGH SELECT EQCBSEQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
9
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 211.4K | $8.20M |
| 2 | Waverly Advisors, LLC | 189.3K | $7.54M |
| 3 | Sanctuary Advisors, LLC | 75.0K | $2.99M |
| 4 | Alchemi Wealth, LLC | 11.1K | $442.4K |
| 5 | Mercer Global Advisors Inc /Adv | 5.7K | $226.0K |
| 6 | Commonwealth Equity Services, LLC | 5.6K | $223.1K |
| 7 | Hightower Advisors, LLC | 5.4K | $214.8K |
| 8 | Osaic Holdings, Inc. | 2.1K | $82.5K |
| 9 | Ubs Group AG | 227 | $9.0K |