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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors | 743k | $23M | -13% | Sep 2025 |
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| Cornerstone Management | 545k | $17M | 1% | Sep 2025 |
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| Vident Advisory | 417k | $13M | 1% | Sep 2025 |
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| ICONIQ Capital | 332k | $10M | 0% | Sep 2025 |
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| Change Path | 232k | $7.0M | 1% | Sep 2025 |
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| Bare Financial Services | 107k | $3.2M | 10732% | Sep 2025 |
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| Ronald Blue Trust | 81k | $2.5M | 11% | Sep 2025 |
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| OneAscent Wealth Management | 64k | $1.9M | -8% | Sep 2025 |
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| Keel Point | 62k | $1.9M | 26% | Jun 2025 |
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| OneAscent Financial Services | 18k | $533k | -77% | Sep 2025 |
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| Pensionmark Financial Group | 48k | $1.5M | -6% | Sep 2025 |
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| BOS Asset Management | 43k | $1.3M | 3% | Sep 2025 |
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| Atria Investments | 39k | $1.2M | -27% | Sep 2025 |
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| Arete Wealth Advisors | 33k | $987k | -8% | Sep 2025 |
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| Silver Oak Securities | 33k | $983k | 43% | Sep 2025 |
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| AQR Capital Management | 23k | $686k | 0% | Sep 2025 |
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| ValMark Advisers | 19k | $575k | 11% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 19k | $563k | 0% | Sep 2025 |
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| Susquehanna International | 15k | $452k | 31% | Sep 2025 |
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| Moneta Group Investment Advisors | 8.9k | $271k | 0% | Sep 2025 |
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| Envestnet Asset Management | 7.9k | $240k | 100% | Sep 2025 |
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| OneAscent Family Office | 6.7k | $203k | -10% | Sep 2025 |
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| Jane Street | 6.6k | $201k | 100% | Sep 2025 |
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| Aptus Capital Advisors | 2.0k | $60k | 100% | Sep 2025 |
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| Operose Advisors | 1.5k | $47k | 100% | Sep 2025 |
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| Advisor Group Holdings | 694.00 | $21k | 0% | Sep 2025 |
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| UBS Group | 600.00 | $18k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 100.00 | $3.0k | -100% | Sep 2025 |
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| GeoWealth Management | 1.00 | $30.000000 | 0% | Sep 2025 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AIFG Consultants | Jun 2025 | 12k | $362k |
| Citadel Advisors | Jun 2025 | 8.9k | $270k |
| Raymond James Financial | Jun 2025 | 27.00 | $813.998700 |