9 institutions reported holding $40.4M of ELEVATION SERIES TRUST (SOVF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cornerstone Management, Inc. ($18.1M), EverSource Wealth Advisors, LLC ($12.2M), Bare Financial Services, Inc ($4.5M), Blue Trust, Inc. ($2.7M), BOS Asset Management, LLC ($1.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cornerstone Management, Inc. | $18.1M | 607,767 | Added |
| 2 | EverSource Wealth Advisors, LLC | $12.2M | 409,027 | Trimmed |
| 3 | Bare Financial Services, Inc | $4.5M | 150,990 | Added |
| 4 | Blue Trust, Inc. | $2.7M | 90,857 | Trimmed |
| 5 | BOS Asset Management, LLC | $1.6M | 54,645 | Added |
| 6 | Atria Investments, Inc | $790,230 | 26,593 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $513,704 | 17,287 | Added |
| 8 | Values First Advisors, Inc. | $64,719 | 12,442 | New |
| 9 | GeoWealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30