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 | 605k | $16M | 3% | Mar 2026 |
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| EverSource Wealth Advisors | 601k | $16M | 32% | Mar 2026 |
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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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| Change Path | 173k | $4.6M | 100% | Mar 2026 |
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| OneAscent Financial Services | 143k | $3.8M | 12% | Mar 2026 |
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| Bare Financial Services | 133k | $3.9M | 24% | Dec 2025 |
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| Ronald Blue Trust | 94k | $2.5M | 8% | Mar 2026 |
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| OneAscent Wealth Management | 64k | $1.7M | 0% | Mar 2026 |
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| Keel Point | 64k | $1.7M | 5% | Mar 2026 |
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| Pensionmark Financial Group | 60k | $1.6M | 13% | Mar 2026 |
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| BOS Asset Management | 53k | $1.4M | 9% | Mar 2026 |
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| Atria Investments | 38k | $1.0M | 1% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 23k | $613k | -5% | Mar 2026 |
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| AQR Capital Management | 23k | $607k | 0% | Mar 2026 |
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| Arete Wealth Advisors | 22k | $587k | 11% | Mar 2026 |
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| OpenArc Corporate Advisory | 18k | $491k | 100% | Mar 2026 |
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| Susquehanna International | 16k | $452k | 4% | Dec 2025 |
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| Envestnet Asset Management | 13k | $353k | 39% | Mar 2026 |
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| Jane Street | 8.0k | $216k | 100% | Mar 2026 |
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| OneAscent Family Office | 8.0k | $215k | -5% | Mar 2026 |
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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 | $54k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 493.00 | $13k | -76% | Mar 2026 |
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| Steward Partners Investment Advisory | 100.00 | $2.7k | 0% | Mar 2026 |
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| GeoWealth Management | 1.00 | $27.000000 | 0% | Mar 2026 |
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Who sold out of Elevation Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 116k | $3.5M |
| Silver Oak Securities | Dec 2025 | 34k | $989k |
| Values First Advisors | Dec 2025 | 9.0k | $263k |
| Moneta Group Investment Advisors | Dec 2025 | 8.9k | $261k |
| Advisor Group Holdings | Sep 2025 | 694.00 | $21k |