DOSSIER · 13F Holders · Q3 2026
CBSE

ELEVATION SERIES TRUST

9 institutions still hold ELEVATION SERIES TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322889·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$24M
visible holders
Holders
9
filers reporting
Concentration
40.23%
JPMORGAN CHASE & CO #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported CBSE in Q3 2026. JPMORGAN CHASE & CO leads at 40.2% 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
$10M208K0.00%Q3 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
HighTower Advisors, LLC
CIK 0001462245
$609K13K0.00%Q3 2026
06
Alchemi Wealth, LLC
CIK 0002110606
$490K11K0.22%Q3 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$147K3K0.00%Q3 2026
08
UBS Group AG
CIK 0001610520
$37K8010.00%Q3 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025