10 institutions reported holding $48.9M of ELEVATION SERIES TRUST (CBLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Waverly Advisors, LLC ($18.6M), HighTower Advisors, LLC ($15.7M), INSIGNEO ADVISORY SERVICES, LLC ($12.4M), IFP Advisors, Inc ($584,374), Alchemi Wealth, LLC ($470,655). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | $18.6M | 545,649 | Added |
| 2 | HighTower Advisors, LLC | $15.7M | 459,902 | Added |
| 3 | INSIGNEO ADVISORY SERVICES, LLC | $12.4M | 364,221 | Added |
| 4 | IFP Advisors, Inc | $584,374 | 17,159 | New |
| 5 | Alchemi Wealth, LLC | $470,655 | 13,819 | Trimmed |
| 6 | Ethos Financial Group, LLC | $431,222 | 12,662 | Trimmed |
| 7 | Able Wealth Management LLC | $386,948 | 11,362 | Trimmed |
| 8 | MGO ONE SEVEN LLC | $354,391 | 10,406 | New |
| 9 | Farther Finance Advisors, LLC | $19,957 | 586 | New |
| 10 | Royal Bank of Canada | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30