13F Insight
DOSSIER · 13F Holders · Q2 2026
SRHR

ELEVATION SERIES TRUST

4 institutions still hold ELEVATION SERIES TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 210322301·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$52M
visible holders
Holders
4
filers reporting
Concentration
99.53%
SRH ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported SRHR in Q2 2026. SRH ADVISORS, LLC leads at 99.5% 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
$52M877K13.28%Q2 202602
NewEdge Advisors, LLC
CIK 0001633516
$244K5K0.00%Q1 202603
FMR LLC
CIK 0000315066
$5310.00%Q1 202604
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025