Who owns ELEVATION SERIES TRUST?
- Ticker: SOVF
- CUSIP Number: 210322202
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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors | 681k | $21M | 6% | Sep 2024 |
|
| Cornerstone Management | 531k | $16M | 370% | Dec 2024 |
|
| Vident Advisory | 414k | $13M | 410% | Sep 2024 |
|
| ICONIQ Capital | 332k | $10M | 100% | Sep 2024 |
|
| Change Path | 68k | $2.1M | 36% | Sep 2024 |
|
| Keel Point | 64k | $1.9M | 9% | Sep 2024 |
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| Ronald Blue Trust | 48k | $1.5M | 42% | Dec 2024 |
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| Branch Banking & Trust Company | 30k | $919k | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 28k | $853k | 28005% | Sep 2024 |
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| BOS Asset Management | 25k | $744k | 100% | Sep 2024 |
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| Arete Wealth Advisors | 21k | $630k | 100% | Sep 2024 |
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| Townsquare Capital | 21k | $623k | 100% | Sep 2024 |
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| AIFG Consultants | 16k | $481k | -8% | Dec 2024 |
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| ValMark Advisers | 15k | $446k | 100% | Dec 2024 |
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| Pensionmark Financial Group | 12k | $372k | 100% | Sep 2024 |
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| Atria Investments | 12k | $354k | 7% | Sep 2024 |
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| Citadel Advisors | 8.1k | $247k | 100% | Sep 2024 |
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| Values First Advisors | 6.5k | $201k | 100% | Dec 2024 |
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| WR Wealth Planners | 75.00 | $2.3k | 0% | Sep 2024 |
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