10 institutions reported holding $20.2M of ELEVATION SERIES TRUST (CBSE) in SEC 13F filings for 2026-03-31. Largest institutional holders: JPMORGAN CHASE & CO ($8.2M), Waverly Advisors, LLC ($7.5M), Sanctuary Advisors, LLC ($3.0M), Alchemi Wealth, LLC ($442,359), Jaffetilchin Investment Partners, LLC ($301,517). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $8.2M | 211,361 | Added |
| 2 | Waverly Advisors, LLC | $7.5M | 189,271 | Added |
| 3 | Sanctuary Advisors, LLC | $3.0M | 74,960 | Added |
| 4 | Alchemi Wealth, LLC | $442,359 | 11,107 | Hold |
| 5 | Jaffetilchin Investment Partners, LLC | $301,517 | 7,571 | Trimmed |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $226,045 | 5,676 | Hold |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $223,140 | 5,603 | Trimmed |
| 8 | HighTower Advisors, LLC | $214,841 | 5,395 | Added |
| 9 | OSAIC HOLDINGS, INC. | $82,505 | 2,072 | Added |
| 10 | UBS Group AG | $9,040 | 227 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31