ELEVATION SERIES TRUST (SPCZ)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
3
Reporting holders
$1.2M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | $726.2K | 27,855 | 0.06% | 5q | -4.4%-$33.3K |
| GTS SECURITIES LLC | $438.4K | 16,816 | 0.01% | 2q | -19.9%-$108.8K |
| JPMORGAN CHASE & CO | $2.6K | 100 | 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 | 3 | $1.2M | 44,771 | 1 | 0 | 2 | 0.0% |
| Q1 2026 | 2 | $1.3M | 50,121 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $744.4K | 29,131 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 3 | $1.1M | 37,476 | 0 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $1.0M | 38,750 | 3 | 0 | 0 | 0.0% |
| Q1 2025 | 3 | $1.0M | 38,808 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 4 | $1.0M | 38,643 | 1 | 1 | 1 | 0.0% |
| Q3 2024 | 3 | $1.1M | 41,869 | 1 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $1.1M | 42,762 | 0 | 0 | 1 | 0.0% |
| Q1 2024 | 2 | $1.1M | 43,332 | 0 | 0 | 2 | 0.0% |
| Q4 2023 | 3 | $1.6M | 61,491 | 2 | 1 | 0 | 0.0% |
| Q3 2023 | 1 | $1.6M | 58,110 | 0 | 0 | 1 | 0.0% |
| Q2 2023 | 1 | $1.9M | 71,510 | 0 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $1.6M | 61,782 | 2 | 0 | 0 | 0.0% |