Who owns ELEVATION SERIES TRUST?
- CUSIP Number: 210322772
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Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Elevation Series Trust stock
Who bought or sold ELEVATION SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| TrueMark Investments | 182k | $8.0M | -3% | Dec 2025 |
|
| Valtinson Bruner Financial Planning | 71k | $3.2M | 100% | Sep 2025 |
|
| Wedbush Morgan Securities | 47k | $2.1M | 100% | Sep 2025 |
|
| Elevated Capital Advisors | 13k | $571k | -4% | Dec 2025 |
|
| Advisor Group Holdings | 12k | $519k | 100% | Sep 2025 |
|
| Old Mission Capital | 6.6k | $296k | 100% | Sep 2025 |
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| LaSalle St. Investment Advisors | 5.1k | $228k | 100% | Sep 2025 |
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| Insight 2811 | 5.1k | $229k | 100% | Sep 2025 |
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| AE Wealth Management | 879.00 | $39k | -31% | Dec 2025 |
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| SRS Capital Advisors | 370.00 | $17k | 100% | Sep 2025 |
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| DHJJ Financial Advisors | 222.00 | $9.7k | 0% | Dec 2025 |
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| Capital Investment Advisory Services | 181.00 | $7.9k | 100% | Dec 2025 |
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| UBS Group | 148.00 | $6.5k | -62% | Dec 2025 |
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| Assetmark | 8.00 | $351.000000 | 100% | Dec 2025 |
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