# ELEVATION SERIES TRUST (CBSE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CBSE/

- Reporting holders: 9
- Reported value: $24.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $9.9M | 191,881 | 0.0% | 6 |
| [Waverly Advisors, LLC](https://holderbook.com/funds/1568787-waverly-advisors-llc/) | $7.6M | 145,146 | 0.0% | 6 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $4.6M | 88,595 | 0.0% | 6 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $736.0K | 14,048 | 0.0% | 1 |
| [Alchemi Wealth, LLC](https://holderbook.com/funds/2110606-alchemi-wealth-llc/) | $581.6K | 11,107 | 0.3% | 3 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $556.8K | 10,634 | 0.0% | 3 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $235.8K | 4,504 | 0.0% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $100.4K | 1,918 | 0.0% | 6 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $4.7K | 89 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $24.3M |
| Q1 2026 | 10 | $20.2M |
| Q4 2025 | 10 | $19.0M |
| Q3 2025 | 8 | $27.7M |
| Q2 2025 | 10 | $16.8M |
| Q1 2025 | 9 | $14.5M |
| Q4 2024 | 8 | $13.2M |
| Q3 2024 | 9 | $16.7M |
| Q2 2024 | 7 | $8.8M |
| Q1 2024 | 6 | $5.3M |
| Q4 2023 | 4 | $779.4K |
| Q3 2023 | 4 | $718.1K |