13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
SRHQ

ELEVATION SERIES TRUST

4 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 210322103·4 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.2%
vs prior quarter
13F value held
$175M
58.0% inst. owned
of float
Holders
4
+53 QoQ
filers reporting
Activity
+21 / −91
+789 added · −839 reduced
this quarter
Concentration
99.02%
SRH ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported SRHQ in Q1 2026. SRH ADVISORS, LLC leads at 99.0% of the visible book. +53 net new institutions vs prior quarter — accumulation reading.

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 202602
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M32K0.00%Q1 202603
WBI INVESTMENTS, LLC
CIK 0001397424
$418,10610K0.12%Q1 202604
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025