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
Jpmorgan Chase & Co 192k $7.9M 100% Sep 2025
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Warren Averett Asset Management 183k $7.2M 1% Dec 2025
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Sanctuary Advisors 57k $2.3M 57% Dec 2025
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Commonwealth Equity Services 10k $406k 18% Dec 2025
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Mercer Global Advisors 5.7k $224k 0% Dec 2025
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HighTower Advisors 5.2k $204k 100% Dec 2025
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Royal Bank of Canada 4.7k $195k -42% Sep 2025
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Advisor Group Holdings 1.1k $42k -40% Dec 2025
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UBS Group 386.00 $15k 100% Dec 2025
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