6 institutions reported holding $52.7M of ELEVATION SERIES TRUST (SRHR) in SEC 13F filings for 2026-06-30. Largest institutional holders: SRH ADVISORS, LLC ($52.1M), NewEdge Advisors, LLC ($275,306), CITADEL ADVISORS LLC ($257,497), OAKWORTH CAPITAL, INC. ($56,277), SIMPLEX TRADING, LLC ($6,452). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | SRH ADVISORS, LLC | $52.1M | 877,013 | Trimmed |
| 2 | NewEdge Advisors, LLC | $275,306 | 4,632 | Added |
| 3 | CITADEL ADVISORS LLC | $257,497 | 4,332 | New |
| 4 | OAKWORTH CAPITAL, INC. | $56,277 | 2,080 | Hold |
| 5 | SIMPLEX TRADING, LLC | $6,452 | 100 | New |
| 6 | FMR LLC | $0 | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30