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

ELEVATION SERIES TRUST

PWRZ
Institutions
4
Combined AUM (Q2 2026)
$1.5M
Combined Shares (Q2 2026)
48,282
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+9,441
2 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-18,889
2 · 1 Exit · ≈
⚖️ Net
-9,448
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.5M
Institutions
4
New Buys
1
Adds
1
Reduces
1
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
EAGLE GLOBAL ADVISORS LLC
0.04%0.04%#1$1.3M40,500$1.2M38,600+1,900+4.92%Add
JANE STREET GROUP, LLC
<0.01%#2$236,2087,541$00+7,541New Buy
UBS Group AG
<0.01%<0.01%#4$4,417141$11,542362-221-61.05%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#3$3,132100$3,18810000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow