9 institutions reported holding $41.8M of ELEVATION SERIES TRUST (CBLS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Waverly Advisors, LLC ($15.1M), HighTower Advisors, LLC ($13.1M), INSIGNEO ADVISORY SERVICES, LLC ($8.6M), Jaffetilchin Investment Partners, LLC ($3.8M), Ethos Financial Group, LLC ($416,190). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | $15.1M | 524,537 | Added |
| 2 | HighTower Advisors, LLC | $13.1M | 455,369 | Trimmed |
| 3 | INSIGNEO ADVISORY SERVICES, LLC | $8.6M | 298,921 | Added |
| 4 | Jaffetilchin Investment Partners, LLC | $3.8M | 131,687 | Added |
| 5 | Ethos Financial Group, LLC | $416,190 | 15,136 | Hold |
| 6 | Alchemi Wealth, LLC | $404,073 | 14,079 | Hold |
| 7 | Able Wealth Management LLC | $378,950 | 13,204 | Added |
| 8 | Royal Bank of Canada | $101,000 | 3,522 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31