DOSSIER · 13F Holders · Q1 2026
SRHQ

ELEVATION SERIES TRUST

5 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 210322103·5 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$175M
visible holders
Holders
5
filers reporting
Concentration
98.78%
SRH ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

5 institutions reported SRHQ in Q1 2026. SRH ADVISORS, LLC leads at 98.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
SRH ADVISORS, LLC
CIK 0001512779
$173M4.3M49.48%Q1 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M32K0.00%Q1 2026
03
WBI INVESTMENTS, LLC
CIK 0001397424
$418K10K0.12%Q1 2026
04
MILLINGTON SECURITIES, LLC
CIK 0001449088
$418K10K0.12%Q1 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025