Who Owns ELEVATION SER TR (SOVF)? -- Institutional Holders (2026-06-30)

28 institutions reported holding $68.7M of ELEVATION SER TR (SOVF) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cornerstone Management, Inc. ($18.1M), EverSource Wealth Advisors, LLC ($12.2M), Vident Advisory, LLC ($9.0M), ICONIQ Capital, LLC ($6.4M), OneAscent Financial Services LLC ($4.9M). 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	Vident Advisory, LLC	$9.0M	301,997	Added
4	ICONIQ Capital, LLC	$6.4M	214,249	Hold
5	OneAscent Financial Services LLC	$4.9M	165,617	Added
6	Bare Financial Services, Inc	$4.5M	150,990	Added
7	Blue Trust, Inc.	$2.7M	90,857	Trimmed
8	OneAscent Wealth Management LLC	$2.2M	74,059	Added
9	BOS Asset Management, LLC	$1.6M	54,645	Added
10	World Investment Advisors	$1.6M	60,281	Hold
11	Keel Point, LLC	$1.1M	38,646	Trimmed
12	Atria Investments, Inc	$790,230	26,593	Trimmed
13	AQR CAPITAL MANAGEMENT LLC	$672,932	22,646	Hold
14	Arete Wealth Advisors, LLC	$650,706	21,924	Added
15	OpenArc Corporate Advisory, LLC	$543,797	18,300	Hold
16	ENVESTNET ASSET MANAGEMENT INC	$513,704	17,287	Added
17	BROWN ADVISORY INC	$410,225	13,805	Trimmed
18	JONES FINANCIAL COMPANIES LLLP	$322,064	10,933	Added
19	OneAscent Family Office, LLC	$286,370	9,637	Added
20	MONETA GROUP INVESTMENT ADVISORS LLC	$209,050	7,035	New
21	Operose Advisors LLC	$59,907	2,016	Hold
22	Aptus Capital Advisors, LLC	$14,650	493	Hold
23	Steward Partners Investment Advisory, LLC	$2,972	100	Hold
24	VANGUARD GROUP INC	$654	22	New
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30