# ELEVATION SERIES TRUST (SRHQ)

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

- Reporting holders: 3
- Reported value: $199.5M
- 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 |
|---|---|---|---|---|
| [SRH ADVISORS, LLC](https://holderbook.com/funds/1512779-srh-advisors-llc/) | $197.6M | 4,309,525 | 50.4% | 15 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $1.4M | 31,028 | 0.0% | 13 |
| [WBI INVESTMENTS, LLC](https://holderbook.com/funds/1397424-wbi-investments-llc/) | $478.2K | 10,428 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 3 | $199.5M |
| Q1 2026 | 4 | $175.1M |
| Q4 2025 | 3 | $172.1M |
| Q3 2025 | 4 | $167.9M |
| Q2 2025 | 3 | $162.2M |
| Q1 2025 | 4 | $156.4M |
| Q4 2024 | 3 | $163.2M |
| Q3 2024 | 3 | $150.0M |
| Q2 2024 | 3 | $133.4M |
| Q1 2024 | 3 | $139.7M |
| Q4 2023 | 3 | $128.6M |
| Q3 2023 | 3 | $114.5M |