Who owns ELEVATION SERIES TRUST?
- Ticker: SOVF
- CUSIP Number: 210322202
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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 |
|---|---|---|---|---|---|
| Cornerstone Management | 587k | $17M | 8% | Dec 2025 |
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| EverSource Wealth Advisors | 455k | $13M | -39% | Dec 2025 |
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| Vident Advisory | 300k | $8.8M | -28% | Dec 2025 |
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| ICONIQ Capital | 214k | $6.3M | -36% | Dec 2025 |
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| Bare Financial Services | 133k | $3.9M | 24% | Dec 2025 |
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| OneAscent Financial Services | 128k | $3.7M | 624% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 116k | $3.5M | 100% | Dec 2025 |
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| Ronald Blue Trust | 87k | $2.5M | 7% | Dec 2025 |
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| OneAscent Wealth Management | 64k | $1.9M | 0% | Dec 2025 |
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| Keel Point | 61k | $1.8M | 0% | Dec 2025 |
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| Pensionmark Financial Group | 54k | $1.6M | 11% | Dec 2025 |
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| BOS Asset Management | 48k | $1.4M | 11% | Dec 2025 |
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| Atria Investments | 38k | $1.1M | -4% | Dec 2025 |
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| Silver Oak Securities | 34k | $989k | 4% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 24k | $703k | 30% | Dec 2025 |
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| AQR Capital Management | 23k | $686k | 0% | Sep 2025 |
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| Arete Wealth Advisors | 20k | $574k | -40% | Dec 2025 |
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| Susquehanna International | 16k | $452k | 4% | Dec 2025 |
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| Envestnet Asset Management | 9.5k | $276k | 19% | Dec 2025 |
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| Values First Advisors | 9.0k | $263k | 100% | Dec 2025 |
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| Moneta Group Investment Advisors | 8.9k | $261k | 0% | Dec 2025 |
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| OneAscent Family Office | 8.4k | $246k | 26% | Dec 2025 |
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| AIFG Consultants | 7.6k | $222k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 4.2k | $122k | 100% | Dec 2025 |
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| Operose Advisors | 2.0k | $59k | 31% | Dec 2025 |
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| Aptus Capital Advisors | 2.0k | $59k | 2% | Dec 2025 |
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| Steward Partners Investment Advisory | 100.00 | $2.9k | 0% | Dec 2025 |
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| GeoWealth Management | 1.00 | $29.000000 | 0% | Dec 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Change Path | Sep 2025 | 232k | $7.0M |
| ValMark Advisers | Sep 2025 | 19k | $575k |
| Citadel Advisors | Jun 2025 | 8.9k | $270k |
| Jane Street | Sep 2025 | 6.6k | $201k |
| Advisor Group Holdings | Sep 2025 | 694.00 | $21k |
| UBS Group | Sep 2025 | 600.00 | $18k |