Elevation Series Trust (CBSE) institutional ownership
ELEVATION SERIES TRUST · 13F, 2026Q2
| Managers holding | 9 |
|---|---|
| Shares held | 467,922 |
| Reported value | $24.3m |
| Quarter flows | 1 new, 2 added, 5 trimmed, 1 exited |
Top 9 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| JPMORGAN CHASE & CO | 191,881 | $9.9m | 0.0% |
| Waverly Advisors, LLC | 145,146 | $7.6m | 0.0% |
| Sanctuary Advisors, LLC | 88,595 | $4.6m | 0.0% |
| ROYAL BANK OF CANADA | 14,048 | $736,000 | 0.0% |
| Alchemi Wealth, LLC | 11,107 | $581,638 | 0.3% |
| HighTower Advisors, LLC | 10,634 | $556,845 | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,504 | $235,830 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,918 | $100,422 | 0.0% |
| UBS Group AG | 89 | $4,660 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("CBSE"). CBSE price history · All 13F data