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

ELEVATION SERIES TRUST

CBSE
Institutions
9
Combined AUM (Q2 2026)
$24.3M
Combined Shares (Q2 2026)
467,922
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+32,922
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-70,672
6 · 1 Exit · ≈
⚖️ Net
-37,750
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$24.3M
Institutions
9
New Buys
1
Adds
2
Reduces
5
Exits
1
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JPMORGAN CHASE & CO
<0.01%<0.01%#4$9.9M191,881$8.2M211,361-19,480-9.22%Reduce
Waverly Advisors, LLC
0.04%0.06%#2$7.6M145,146$7.5M189,271-44,125-23.31%Reduce
Sanctuary Advisors, LLC
0.02%0.02%#3$4.6M88,595$3.0M74,960+13,635+18.19%Add
ROYAL BANK OF CANADA
<0.01%#8$736,00014,048$00+14,048New Buy
Alchemi Wealth, LLC
0.27%0.25%#1$581,63811,107$442,35911,10700.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#5$556,84510,634$214,8415,395+5,239+97.11%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#6$235,8304,504$223,1405,603-1,099-19.61%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#7$100,4221,918$82,5052,072-154-7.43%Reduce
UBS Group AG
<0.01%<0.01%#9$4,66089$9,040227-138-60.79%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow