# ELEVATION SERIES TRUST (NPFE)

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

- Reporting holders: 4
- Reported value: $649.1M
- 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 |
|---|---|---|---|---|
| [NORRIS PERNE & FRENCH LLP/MI](https://holderbook.com/funds/1092290-norris-perne-french-llp-mi/) | $636.2M | 22,911,037 | 27.1% | 2 |
| [Whipplewood Advisors, LLC](https://holderbook.com/funds/2052510-whipplewood-advisors-llc/) | $12.2M | 437,689 | 8.2% | 2 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $641.2K | 23,088 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $105.7K | 3,806 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 4 | $649.1M |
| Q1 2026 | 2 | $566.9M |