DOSSIER · 13F Holders · Q3 2026
SPCZ

ELEVATION SERIES TRUST

4 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 210322699·4 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
4
filers reporting
Concentration
62.23%
Crescent Grove Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

4 institutions reported SPCZ in Q3 2026. Crescent Grove Advisors, LLC leads at 62.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Crescent Grove Advisors, LLC
CIK 0001713520
$727K28K0.06%Q3 2026
02
GTS SECURITIES LLC
CIK 0001452765· Market maker
$438K17K0.01%Q2 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$3K1000.00%Q2 2026
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025