DOSSIER · 13F Holders · Q2 2026
CBLS

ELEVATION SERIES TRUST

10 institutions still hold ELEVATION SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322806·10 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$48M
visible holders
Holders
10
filers reporting
Concentration
38.97%
Waverly Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported CBLS in Q2 2026. Waverly Advisors, LLC leads at 39.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Waverly Advisors, LLC
CIK 0001568787
$19M546K0.11%Q2 2026
02
HighTower Advisors, LLC
CIK 0001462245
$14M443K0.01%Q3 2026
03
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$12M364K0.46%Q2 2026
04
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$807K26K0.00%Q3 2026
05
Ethos Financial Group, LLC
CIK 0001954242
$656K21K0.03%Q3 2026
06
IFP Advisors, Inc
CIK 0001641866
$535K17K0.01%Q3 2026
07
Alchemi Wealth, LLC
CIK 0002110606
$431K14K0.19%Q3 2026
08
Able Wealth Management LLC
CIK 0002011908
$304K9K0.07%Q3 2026
09
Farther Finance Advisors, LLC
CIK 0001992825
$152K5K0.00%Q3 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025