ELEVATION SERIES TRUST

SRHR

Institutions

Combined AUM (Q2 2026)

$52.7M

Combined Shares (Q2 2026)

885,977

Overall Trend

Increase

All institutions combined

📥 Inflow (Q1 2026→Q2 2026)

+4,334

2 · 1 New Buys · ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-2,261

2 · 1 Exit · ≈ —

⚖️ Net

+2,073

—

Net Buy

💰 Net Value

≈ —

—

est. price —

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Latest AUM (Q2 2026)

$52.7M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
SRH ADVISORS, LLC	13.28%	13.24%	#1	$52.1M	877,013	$46.3M	879,273	-2,260-0.26%	Reduce
NewEdge Advisors, LLC	<0.01%	<0.01%	#2	$275,306	4,632	$243,717	4,630	+2+0.04%	Add
CITADEL ADVISORS LLC	<0.01%	—	#3	$257,497	4,332	$0	0	+4,332	New Buy

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow