13F Insight
DOSSIER · 13F Holders · Q3 2026
SOVF

ELEVATION SERIES TRUST

28 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 210322202·28 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$69M
visible holders
Holders
28
filers reporting
Concentration
26.77%
Cornerstone Management, Inc. #1
top holder share
AI Holders Summary · Q3 2026

28 institutions reported SOVF in Q3 2026. Cornerstone Management, Inc. leads at 26.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cornerstone Management, Inc.
CIK 0001587867
$18M618K2.73%Q3 202602
EverSource Wealth Advisors, LLC
CIK 0001710537
$11M379K0.36%Q3 202603
Vident Advisory, LLC
CIK 0001744347
$9M302K0.06%Q2 202604
ICONIQ Capital, LLC
CIK 0001569709
$6M214K0.18%Q2 202605
OneAscent Financial Services LLC
CIK 0001780985
$5M178K0.33%Q3 202606
Bare Financial Services, Inc
CIK 0002009426
$5M159K1.05%Q3 202607
Blue Trust, Inc.
CIK 0001856022
$3M88K0.03%Q3 202608
OneAscent Wealth Management LLC
CIK 0001844707
$2M64K0.60%Q3 202609
BOS Asset Management, LLC
CIK 0001965814
$2M58K0.40%Q3 202610
World Investment Advisors
CIK 0001652594
$2M60K0.03%Q1 202611
Keel Point, LLC
CIK 0001386935
$1M39K0.07%Q2 202612
Atria Investments, Inc
CIK 0001535865
$757K25K0.01%Q3 202613
BROWN ADVISORY INC
CIK 0001345929
$703K24K0.00%Q4 202514
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$673K23K0.00%Q2 202615
Arete Wealth Advisors, LLC
CIK 0001600151
$667K22K0.04%Q3 202616
OpenArc Corporate Advisory, LLC
CIK 0002111345
$544K18K0.01%Q3 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$514K17K0.00%Q2 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$322K11K0.00%Q2 202619
OneAscent Family Office, LLC
CIK 0002055812
$276K9K0.11%Q3 202620
AIFG Consultants Ltd.
CIK 0001988547
$222K8K0.38%Q4 2025
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