Who owns ELEVATION SERIES TRUST?
- Ticker: CBSE
- CUSIP Number: 210322889
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
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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 | 0% | Sep 2025 |
|
| Warren Averett Asset Management | 181k | $7.5M | 0% | Sep 2025 |
|
| Commonwealth Equity Services | 8.7k | $361k | -4% | Sep 2025 |
|
| Mercer Global Advisors | 5.7k | $236k | 100% | Sep 2025 |
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| Royal Bank of Canada | 4.7k | $195k | -42% | Sep 2025 |
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| Advisor Group Holdings | 1.8k | $74k | 45% | Sep 2025 |
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| Morgan Stanley | 364.00 | $13k | 100% | Jun 2025 |
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