Who owns ELEVATION SERIES TRUST?

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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 256k $9.6M 15% Dec 2025
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Weaver Consulting Group 103k $3.8M -1% Dec 2025
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Elevated Capital Advisors 12k $462k -5% Dec 2025
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Old Mission Capital 12k $437k 100% Dec 2025
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Harbour Investments 2.5k $94k 0% Dec 2025
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Advisor Group Holdings 1.3k $47k 0% Dec 2025
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SRS Capital Advisors 1.2k $45k 0% Dec 2025
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AE Wealth Management 702.00 $26k -23% Dec 2025
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DHJJ Financial Advisors 410.00 $15k 0% Dec 2025
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Aptus Capital Advisors 207.00 $7.7k 0% Dec 2025
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Capital Investment Advisory Services 93.00 $3.5k 3% Dec 2025
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Lloyd Advisory Services 32.00 $1.2k 100% Dec 2025
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UBS Group 27.00 $1.0k -81% Dec 2025
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