13FBOX
ELEVATION SERIES TRUST · 13F Institutional Holdings
Options Calculator Rankings
E

ELEVATION SERIES TRUST

SRHQ
Institutions
4
Combined AUM (Q2 2026)
$199.9M
Combined Shares (Q2 2026)
4.4M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+11,613
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1,413
1 · 0 Exit · ≈
⚖️ Net
+10,200
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$199.9M
Institutions
4
New Buys
1
Adds
2
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SRH ADVISORS, LLC
50.35%49.48%#1$197.6M4.3M$172.9M4.3M+1,185+0.03%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#4$1.4M31,028$1.3M32,441-1,413-4.36%Reduce
WBI INVESTMENTS, LLC
0.12%0.12%#3$478,21610,428$418,10610,417+11+0.11%Add
MILLINGTON SECURITIES, LLC
0.16%#2$418,10610,417$00+10,417New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow