DOSSIER · 13F Holders · Q2 2026
CBLS

ELEVATION SERIES TRUST

9 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 210322806·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$49M
visible holders
Holders
9
filers reporting
Concentration
38.02%
Waverly Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported CBLS in Q2 2026. Waverly Advisors, LLC leads at 38.0% 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
$16M460K0.01%Q2 2026
03
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$12M364K0.46%Q2 2026
04
IFP Advisors, Inc
CIK 0001641866
$584K17K0.01%Q2 2026
05
Alchemi Wealth, LLC
CIK 0002110606
$471K14K0.22%Q2 2026
06
Ethos Financial Group, LLC
CIK 0001954242
$431K13K0.03%Q2 2026
07
Able Wealth Management LLC
CIK 0002011908
$387K11K0.09%Q2 2026
08
MGO ONE SEVEN LLC
CIK 0001731444
$354K10K0.01%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025