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 318k $11M 16% Mar 2026
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Mid-American Wealth Advisory Group 61k $2.1M 0% Mar 2026
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Weaver Consulting Group 53k $1.7M 0% Mar 2026
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Old Mission Capital 22k $750k 100% Dec 2025
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Jane Street 11k $345k 100% Mar 2026
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Wells Fargo & Company 1.8k $59k 0% Mar 2026
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Harbour Investments 1.5k $49k 395% Mar 2026
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Capital Investment Advisory Services 1.4k $47k 0% Mar 2026
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Blue Bell Private Wealth Management 838.00 $28k 100% Mar 2026
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AE Wealth Management 751.00 $25k -12% Mar 2026
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DHJJ Financial Advisors 320.00 $11k 0% Mar 2026
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Elevated Capital Advisors 306.00 $10k -98% Mar 2026
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