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Who owns ELEVATION SERIES TRUST?

Ticker: SOVF
CUSIP Number: 210322202

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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	608k	$18M	0%	Jun 2026	View chart
EverSource Wealth Advisors	409k	$12M	-32%	Jun 2026	View chart
Vident Advisory	302k	$9.0M	0%	Jun 2026	View chart
ICONIQ Capital	214k	$6.4M	0%	Jun 2026	View chart
OneAscent Financial Services	166k	$4.9M	16%	Jun 2026	View chart
Bare Financial Services	151k	$4.5M	4%	Jun 2026	View chart
Ronald Blue Trust	91k	$2.7M	-3%	Jun 2026	View chart
OneAscent Wealth Management	74k	$2.2M	16%	Jun 2026	View chart
Keel Point	64k	$1.7M	5%	Mar 2026	View chart
Pensionmark Financial Group	60k	$1.6M	0%	Jun 2026	View chart
BOS Asset Management	55k	$1.6M	4%	Jun 2026	View chart
Atria Investments	27k	$790k	-30%	Jun 2026	View chart
AQR Capital Management	23k	$673k	0%	Jun 2026	View chart
Arete Wealth Advisors	22k	$651k	0%	Jun 2026	View chart
OpenArc Corporate Advisory	18k	$544k	0%	Jun 2026	View chart
Envestnet Asset Management	17k	$514k	32%	Jun 2026	View chart
Brown Advisory Holdings Incorporated	14k	$410k	-40%	Jun 2026	View chart
Jones Financial Companies, L.L	11k	$322k	44%	Jun 2026	View chart
OneAscent Family Office	9.6k	$286k	20%	Jun 2026	View chart
Moneta Group Investment Advisors	7.0k	$209k	100%	Jun 2026	View chart
Operose Advisors	2.0k	$60k	0%	Jun 2026	View chart
Aptus Capital Advisors	493.00	$15k	0%	Jun 2026	View chart
Steward Partners Investment Advisory	100.00	$3.0k	0%	Jun 2026	View chart
Vanguard Advisers	22.00	$654.000600	100%	Jun 2026	View chart

Who sold out of Elevation Series Trust?

Fund or Company Name	Date Sold	Shares Held	Valued At
Change Path	Mar 2026	173k	$4.6M
Susquehanna International	Mar 2026	9.8k	$262k
Jane Street	Mar 2026	8.0k	$216k

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