13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
SRHR

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 210322301·4 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.5%
vs prior quarter
13F value held
$47M
63.0% inst. owned
of float
Holders
4
+37 QoQ
filers reporting
Activity
+91 / −116
+1,006 added · −839 reduced
this quarter
Concentration
99.48%
SRH ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported SRHR in Q1 2026. SRH ADVISORS, LLC leads at 99.5% of the visible book. +37 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
$46M879K13.24%Q1 202602
NewEdge Advisors, LLC
CIK 0001633516
$243,7175K0.00%Q1 202603
FMR LLC
CIK 0000315066
$5310.00%Q1 202604
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025