DOSSIER · 13F Holders · Q2 2026
CVSM

ELEVATION SERIES TRUST

2 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 210322533·2 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$92M
visible holders
Holders
2
filers reporting
Concentration
99.75%
AMG National Trust Bank #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported CVSM in Q2 2026. AMG National Trust Bank leads at 99.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AMG National Trust Bank
CIK 0001388829
$92M3.5M1.88%Q2 2026
02
GTS SECURITIES LLC
CIK 0001452765· Market maker
$229K9K0.00%Q2 2026