10 institutions reported holding $24.3M of ELEVATION SERIES TRUST (CBSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: JPMORGAN CHASE & CO ($9.9M), Waverly Advisors, LLC ($7.6M), Sanctuary Advisors, LLC ($4.6M), Royal Bank of Canada ($736,000), Alchemi Wealth, LLC ($581,638). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $9.9M | 191,881 | Trimmed |
| 2 | Waverly Advisors, LLC | $7.6M | 145,146 | Trimmed |
| 3 | Sanctuary Advisors, LLC | $4.6M | 88,595 | Added |
| 4 | Royal Bank of Canada | $736,000 | 14,048 | New |
| 5 | Alchemi Wealth, LLC | $581,638 | 11,107 | Hold |
| 6 | HighTower Advisors, LLC | $556,845 | 10,634 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $235,830 | 4,504 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $100,422 | 1,918 | Trimmed |
| 9 | UBS Group AG | $4,660 | 89 | Trimmed |
| 10 | MERCER GLOBAL ADVISORS INC /ADV | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30