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

ELEVATION SERIES TRUST

CVGD
Institutions
2
Combined AUM (Q2 2026)
$119.9M
Combined Shares (Q2 2026)
4.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+4.8M
2 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+4.8M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$119.9M
Institutions
2
New Buys
2
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMG National Trust Bank
2.44%#1$119.1M4.8M$00+4.8MNew Buy
GTS SECURITIES LLC
0.02%#2$765,53230,727$00+30,727New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow