DOSSIER · 13F Holders · Q2 2026
CBSE

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 210322889·10 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$24M
visible holders
Holders
10
filers reporting
Concentration
40.63%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q2 2026

10 institutions reported CBSE in Q2 2026. JPMORGAN CHASE & CO leads at 40.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
JPMORGAN CHASE & CO
CIK 0000019617
$10M192K0.00%Q2 2026
02
Waverly Advisors, LLC
CIK 0001568787
$8M145K0.04%Q2 2026
03
Sanctuary Advisors, LLC
CIK 0001777271
$5M89K0.02%Q2 2026
04
ROYAL BANK OF CANADA
CIK 0001000275
$736K14K0.00%Q2 2026
05
Alchemi Wealth, LLC
CIK 0002110606
$582K11K0.27%Q2 2026
06
HighTower Advisors, LLC
CIK 0001462245
$557K11K0.00%Q2 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$236K5K0.00%Q2 2026
08
OSAIC HOLDINGS, INC.
CIK 0001677044
$100K2K0.00%Q2 2026
09
UBS Group AG
CIK 0001610520
$5K890.00%Q2 2026
10
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025