ELEVATION SERIES TRUST (JULZ)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
18
Reporting holders
$27.0M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 18 | $27.0M | 595,434 | 4 | 3 | 7 | 0.0% |
| Q1 2026 | 16 | $14.2M | 354,126 | 1 | 6 | 4 | 0.0% |
| Q4 2025 | 19 | $14.6M | 347,588 | 5 | 3 | 7 | 0.0% |
| Q3 2025 | 19 | $23.0M | 495,707 | 19 | 0 | 1 | 0.0% |
| Q2 2025 | 22 | $17.6M | 405,824 | 3 | 2 | 8 | 0.0% |
| Q1 2025 | 35 | $25.3M | 631,392 | 6 | 9 | 11 | 0.0% |
| Q4 2024 | 34 | $25.6M | 616,006 | 6 | 7 | 9 | 0.0% |
| Q3 2024 | 27 | $24.7M | 583,692 | 10 | 4 | 5 | 0.0% |
| Q2 2024 | 16 | $12.1M | 300,150 | 3 | 1 | 4 | 0.0% |
| Q1 2024 | 15 | $10.0M | 254,153 | 6 | 1 | 2 | 0.0% |
| Q4 2023 | 12 | $8.2M | 225,920 | 2 | 2 | 4 | 0.0% |
| Q3 2023 | 11 | $6.0M | 174,710 | 1 | 2 | 4 | 0.0% |
| Q2 2023 | 11 | $6.3M | 178,221 | 2 | 1 | 4 | 0.0% |
| Q1 2023 | 12 | $7.3M | 218,776 | 1 | 2 | 3 | 0.0% |
| Q4 2022 | 11 | $6.5M | 201,686 | 2 | 2 | 2 | 0.0% |
| Q3 2022 | 11 | $6.1M | 201,070 | 1 | 4 | 3 | 0.0% |
| Q2 2022 | 13 | $8.7M | 279,855 | 0 | 5 | 3 | 0.0% |
| Q1 2022 | 13 | $9.4M | 280,955 | 2 | 3 | 3 | 0.0% |
| Q4 2021 | 12 | $30.0M | 997,415 | 1 | 2 | 3 | 0.0% |
| Q3 2021 | 11 | $8.7M | 262,887 | 6 | 2 | 1 | 0.0% |
| Q2 2021 | 7 | $11.5M | 350,840 | 2 | 0 | 1 | 0.0% |
| Q1 2021 | 5 | $2.8M | 90,668 | 0 | 0 | 2 | 0.0% |
| Q4 2020 | 6 | $2.7M | 91,643 | 0 | 1 | 1 | 0.0% |
| Q3 2020 | 6 | $2.9M | 107,430 | 6 | 0 | 0 | 0.0% |