ELEVATION SERIES TRUST (SRHQ)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
3
Reporting holders
$199.5M
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 |
|---|---|---|---|---|---|
| SRH ADVISORS, LLC | $197.6M | 4,309,525 | 50.35% | 15q | HELD |
| GOLDMAN SACHS GROUP INC | $1.4M | 31,028 | 0.00% | 13q | -4.4%-$64.8K |
| WBI INVESTMENTS, LLC | $478.2K | 10,428 | 0.12% | 2q | HELD |
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 | $199.5M | 4,350,981 | 0 | 0 | 1 | 0.0% |
| Q1 2026 | 4 | $175.1M | 4,361,615 | 1 | 0 | 1 | 0.0% |
| Q4 2025 | 3 | $172.1M | 4,343,089 | 0 | 2 | 0 | 0.0% |
| Q3 2025 | 4 | $167.9M | 4,342,827 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 3 | $162.2M | 4,343,770 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 4 | $156.4M | 4,388,056 | 1 | 1 | 1 | 0.0% |
| Q4 2024 | 3 | $163.2M | 4,384,735 | 0 | 2 | 1 | 0.0% |
| Q3 2024 | 3 | $150.0M | 3,989,636 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 3 | $133.4M | 3,990,066 | 0 | 2 | 0 | 0.0% |
| Q1 2024 | 3 | $139.7M | 3,991,790 | 0 | 0 | 2 | 0.0% |
| Q4 2023 | 3 | $128.6M | 3,996,932 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 3 | $114.5M | 3,995,971 | 0 | 2 | 1 | 0.0% |
| Q2 2023 | 3 | $106.3M | 3,854,059 | 1 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $775.6K | 3,813,877 | 0 | 2 | 0 | 0.0% |
| Q4 2022 | 3 | $744.6K | 3,695,020 | 3 | 0 | 0 | 0.0% |