CBLS institutional holders
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 1,435,180 |
| Reported value | $48.9m |
| Quarter flows | 2 new, 3 added, 3 trimmed, 1 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Waverly Advisors, LLC | 545,649 | $18.6m | 0.1% |
| HighTower Advisors, LLC | 459,902 | $15.7m | 0.0% |
| INSIGNEO ADVISORY SERVICES, LLC | 364,221 | $12.4m | 0.5% |
| IFP Advisors, Inc | 17,159 | $584,374 | 0.0% |
| Alchemi Wealth, LLC | 13,819 | $470,655 | 0.2% |
| Ethos Financial Group, LLC | 12,662 | $431,222 | 0.0% |
| Able Wealth Management LLC | 11,362 | $386,948 | 0.1% |
| MGO ONE SEVEN LLC | 10,406 | $354,391 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CBLS"). CBLS price history · All 13F data