5 institutions reported holding $1.8M of ELEVATION SERIES TRUST (RNWZ) in SEC 13F filings for 2026-03-31. Largest institutional holders: EAGLE GLOBAL ADVISORS LLC ($1.2M), GTS SECURITIES LLC ($595,192), UBS Group AG ($11,542), OSAIC HOLDINGS, INC. ($3,188), HARBOUR INVESTMENTS, INC. ($2,759). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | EAGLE GLOBAL ADVISORS LLC | $1.2M | 38,600 | Hold |
| 2 | GTS SECURITIES LLC | $595,192 | 18,668 | Trimmed |
| 3 | UBS Group AG | $11,542 | 362 | New |
| 4 | OSAIC HOLDINGS, INC. | $3,188 | 100 | Hold |
| 5 | HARBOUR INVESTMENTS, INC. | $2,759 | 86 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31