ELEVATION SERIES TRUST (SRHR)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
4
Reporting holders
$52.7M
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 | $52.1M | 877,013 | 13.28% | 11q | HELD |
| NewEdge Advisors, LLC | $275.3K | 4,632 | 0.00% | 6q | HELD |
| CITADEL ADVISORS LLC | $257.5K | 4,332 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $6.5K | options only | 0.00% | new | OPTIONS |
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 | $52.7M | 885,977 | 2 | 0 | 0 | 0.0% |
| Q1 2026 | 3 | $46.3M | 883,904 | 1 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $46.8M | 883,687 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 5 | $49.2M | 888,779 | 1 | 1 | 1 | 0.0% |
| Q2 2025 | 5 | $48.2M | 883,399 | 3 | 1 | 0 | 0.0% |
| Q1 2025 | 3 | $49.9M | 888,888 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 4 | $50.6M | 891,565 | 2 | 0 | 1 | 0.0% |
| Q3 2024 | 2 | $55.3M | 895,010 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 2 | $49.9M | 895,769 | 0 | 0 | 1 | 0.0% |
| Q1 2024 | 3 | $52.5M | 896,466 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 3 | $53.1M | 899,700 | 3 | 0 | 0 | 0.0% |