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
Download as csv
Download as Excel
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 | 545k | $17M | 1% | Sep 2025 |
|
| EverSource Wealth Advisors | 455k | $13M | -39% | Dec 2025 |
|
| Vident Advisory | 417k | $13M | 1% | Sep 2025 |
|
| ICONIQ Capital | 332k | $10M | 0% | Sep 2025 |
|
| Change Path | 232k | $7.0M | 1% | Sep 2025 |
|
| Bare Financial Services | 133k | $3.9M | 24% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 116k | $3.5M | 100% | Dec 2025 |
|
| Ronald Blue Trust | 87k | $2.5M | 7% | Dec 2025 |
|
| OneAscent Wealth Management | 64k | $1.9M | -8% | Sep 2025 |
|
| Keel Point | 60k | $1.8M | -2% | Sep 2025 |
|
| OneAscent Financial Services | 18k | $533k | -77% | Sep 2025 |
|
| Pensionmark Financial Group | 54k | $1.6M | 11% | Dec 2025 |
|
| BOS Asset Management | 48k | $1.4M | 11% | Dec 2025 |
|
| Atria Investments | 39k | $1.2M | -27% | Sep 2025 |
|
| Silver Oak Securities | 34k | $989k | 4% | Dec 2025 |
|
| Arete Wealth Advisors | 33k | $987k | -8% | Sep 2025 |
|
| Brown Advisory Holdings Incorporated | 24k | $703k | 30% | Dec 2025 |
|
| AQR Capital Management | 23k | $686k | 0% | Sep 2025 |
|
| Susquehanna International | 15k | $452k | 31% | Sep 2025 |
|
| Values First Advisors | 9.0k | $263k | 100% | Dec 2025 |
|
| Moneta Group Investment Advisors | 8.9k | $261k | 0% | Dec 2025 |
|
| Envestnet Asset Management | 7.9k | $240k | 100% | Sep 2025 |
|
| AIFG Consultants | 7.6k | $222k | 100% | Dec 2025 |
|
| OneAscent Family Office | 6.7k | $203k | -10% | Sep 2025 |
|
| Jane Street | 6.6k | $201k | 100% | Sep 2025 |
|
| Aptus Capital Advisors | 2.0k | $60k | 100% | Sep 2025 |
|
| Operose Advisors | 1.5k | $47k | 100% | Sep 2025 |
|
| Advisor Group Holdings | 694.00 | $21k | 0% | Sep 2025 |
|
| Steward Partners Investment Advisory | 100.00 | $3.0k | -100% | Sep 2025 |
|
| GeoWealth Management | 1.00 | $30.000000 | 0% | Sep 2025 |
|
Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ValMark Advisers | Sep 2025 | 19k | $575k |
| Citadel Advisors | Jun 2025 | 8.9k | $270k |
| UBS Group | Sep 2025 | 600.00 | $18k |
| Raymond James Financial | Jun 2025 | 27.00 | $813.998700 |