13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
SOVF

ELEVATION SERIES TRUST

29 institutions still hold ELEVATION SERIES TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322202·29 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.0%
vs prior quarter
13F value held
$72M
62.0% inst. owned
of float
Holders
29
+79 QoQ
filers reporting
Activity
+39 / −7
+748 added · −680 reduced
this quarter
Concentration
22.62%
Cornerstone Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

29 institutions reported SOVF in Q1 2026. Cornerstone Management, Inc. leads at 22.6% of the visible book. +79 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Cornerstone Management, Inc.
CIK 0001587867
$16M605K2.58%Q1 202602
EverSource Wealth Advisors, LLC
CIK 0001710537
$16M601K0.49%Q1 202603
Vident Advisory, LLC
CIK 0001744347
$8M302K0.07%Q1 202604
ICONIQ Capital, LLC
CIK 0001569709
$6M214K0.13%Q1 202605
CreativeOne Wealth, LLC
CIK 0001739728
$5M173K0.11%Q1 202606
Bare Financial Services, Inc
CIK 0002009426
$4M145K1.03%Q1 202607
OneAscent Financial Services LLC
CIK 0001780985
$4M142K0.21%Q1 202608
Blue Trust, Inc.
CIK 0001856022
$3M94K0.03%Q1 202609
OneAscent Wealth Management LLC
CIK 0001844707
$2M64K0.57%Q1 202610
Keel Point, LLC
CIK 0001386935
$2M64K0.11%Q1 202611
World Investment Advisors
CIK 0001652594
$2M60K0.03%Q1 202612
BOS Asset Management, LLC
CIK 0001965814
$1M53K0.36%Q1 202613
Atria Investments, Inc
CIK 0001535865
$1M38K0.01%Q1 202614
BROWN ADVISORY INC
CIK 0001345929
$703,26724K0.00%Q4 202515
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$607,13023K0.00%Q1 202616
Arete Wealth Advisors, LLC
CIK 0001600151
$587,25522K0.04%Q1 202617
OpenArc Corporate Advisory, LLC
CIK 0002111345
$490,62318K0.01%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$352,45213K0.00%Q1 202619
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$262,14810K0.00%Q1 202620
AIFG Consultants Ltd.
CIK 0001988547
$222,0608K0.38%Q4 2025
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