3 institutions reported holding $199.5M of ELEVATION SERIES TRUST (SRHQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: SRH ADVISORS, LLC ($197.6M), GOLDMAN SACHS GROUP INC ($1.4M), WBI INVESTMENTS, LLC ($478,216). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SRH ADVISORS, LLC | $197.6M | 4.3M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $1.4M | 31,028 | Trimmed |
| 3 | WBI INVESTMENTS, LLC | $478,216 | 10,428 | Added |
Source: SEC Form 13F filings · as of 2026-06-30