ELEVATION SERIES TRUST (NPFE)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
4
Reporting holders
$648.8M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NORRIS PERNE & FRENCH LLP/MI | $636.2M | 22,911,037 | 27.14% | 2q | HELD |
| Whipplewood Advisors, LLC | $12.2M | 437,689 | 8.18% | 2q | -2.5%-$316.4K |
| CITADEL ADVISORS LLC | $320.6K | 11,544 | 0.00% | new | NEW |
| UBS Group AG | $105.7K | 3,806 | 0.00% | new | NEW |
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 | 4 | $648.8M | 23,364,076 | 2 | 0 | 1 | 0.0% |
| Q1 2026 | 2 | $566.9M | 23,413,777 | 2 | 0 | 0 | 0.0% |