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 785k $28M 240% Jun 2026
 View chart
Weaver Consulting Group 54k $2.0M 0% Jun 2026
 View chart
Commonwealth Equity Services 20k $723k 0% Jun 2026
 View chart
Old Mission Capital 19k $700k 7% Jun 2026
 View chart
Capital Investment Advisory Services 5.9k $212k 0% Jun 2026
 View chart
Blue Bell Private Wealth Management 1.1k $40k 12% Jun 2026
 View chart
DHJJ Financial Advisors 210.00 $7.6k 0% Jun 2026
 View chart
Compass Financial Management 187.00 $6.9k 100% Jun 2026
 View chart
AE Wealth Management 52.00 $1.9k -12% Jun 2026
 View chart
Tounjian Advisory Partners 10.00 $361.000000 100% Jun 2026
 View chart