# ELEVATION SERIES TRUST (CEFZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CEFZ/

- Reporting holders: 1
- Reported value: $216.4K
- 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 |
|---|---|---|---|---|
| [INTEGRATED CAPITAL MANAGEMENT, INC.](https://holderbook.com/funds/1608826-integrated-capital-management-inc/) | $216.4K | 27,485 | 0.2% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 1 | $216.4K |
| Q2 2026 | 33 | $29.6M |
| Q1 2026 | 28 | $19.2M |
| Q4 2025 | 29 | $20.6M |
| Q3 2025 | 22 | $20.3M |