Who owns ELEVATION SERIES TRUST?
- Ticker: CEFZ
- CUSIP Number: 210322673
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 851k | $7.0M | 100% | Sep 2025 |
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| Park Avenue Securities | 663k | $5.4M | -3% | Dec 2025 |
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| Warren Averett Asset Management | 308k | $2.5M | 100% | Sep 2025 |
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| Waddell & Associates | 140k | $1.1M | 100% | Sep 2025 |
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| AE Wealth Management | 112k | $917k | 100% | Dec 2025 |
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| Mml Investors Services | 93k | $761k | 100% | Sep 2025 |
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| Triangle Securities Wealth Management | 90k | $741k | 0% | Dec 2025 |
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| Citadel Advisors | 72k | $586k | 100% | Sep 2025 |
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| Pasadena Private Wealth | 57k | $469k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 40k | $329k | 6% | Dec 2025 |
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| Integrated Capital Management | 24k | $198k | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 23k | $190k | 0% | Dec 2025 |
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| Jane Street | 18k | $148k | 100% | Sep 2025 |
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| Advisor Group Holdings | 15k | $122k | 100% | Sep 2025 |
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| Lloyd Advisory Services | 15k | $121k | 100% | Dec 2025 |
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| Gts Securities | 13k | $104k | 100% | Sep 2025 |
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| Creative Planning | 12k | $94k | 100% | Sep 2025 |
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| Royal Bank of Canada | 12k | $97k | 100% | Sep 2025 |
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| Authentikos Wealth Advisory | 11k | $90k | 100% | Dec 2025 |
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| Plante Moran Financial Advisors | 11k | $87k | 0% | Dec 2025 |
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| Atlantic Trust | 4.4k | $36k | 100% | Sep 2025 |
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| Kingdom Financial Group | 3.6k | $30k | 100% | Dec 2025 |
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| Farther Finance Advisors | 792.00 | $6.5k | 100% | Dec 2025 |
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| Networth Advisors | 790.00 | $6.5k | 100% | Dec 2025 |
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| Aventura Private Wealth | 384.00 | $3.1k | 0% | Dec 2025 |
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| Quest 10 Wealth Builders | 164.00 | $1.3k | 100% | Dec 2025 |
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| DHJJ Financial Advisors | 7.00 | $59.999800 | 0% | Dec 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| LPL Financial | Sep 2025 | 14k | $113k |
| UBS Group | Sep 2025 | 232.00 | $1.9k |