Who owns ELEVATION SERIES TRUST?

Tip: Access positions for across all investors

Analyze quarterly positions in Elevation Series Trust with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 217k $7.7M -15% Mar 2026
 View chart
Weaver Consulting Group 101k $3.6M -1% Mar 2026
 View chart
Old Mission Capital 12k $437k 100% Dec 2025
 View chart
Blue Bell Private Wealth Management 6.5k $233k 100% Mar 2026
 View chart
Harbour Investments 3.3k $117k 31% Mar 2026
 View chart
Advisor Group Holdings 1.3k $47k 0% Dec 2025
 View chart
SRS Capital Advisors 1.2k $43k 0% Mar 2026
 View chart
AE Wealth Management 554.00 $20k -21% Mar 2026
 View chart
DHJJ Financial Advisors 410.00 $15k 0% Mar 2026
 View chart
Elevated Capital Advisors 281.00 $10k -98% Mar 2026
 View chart
Aptus Capital Advisors 207.00 $7.4k 0% Mar 2026
 View chart
Capital Investment Advisory Services 93.00 $3.3k 0% Mar 2026
 View chart