ELEVATION SERIES TRUST

Watch

Share

CBSE·210322889·US·ETF·Unknown - Unknown

CBSE (ELEVATION SERIES TRUST) is held by 8 institutional investors as of Q2 2026. Largest holders: JPMORGAN CHASE & CO ($9.9M), Waverly Advisors, LLC ($7.6M), Sanctuary Advisors, LLC ($4.6M). Net institutional sentiment: Mixed.

8

Holders

$23.8M

Total Value

33% (9)

Consensus

3 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)75

Insider (Form 4)65

Activist (13D/13G)51

Congressional (STOCK Act)77

Holder Quality

24

★★★★★

Elite

70

★★★★

Strong

32

★★★

Solid

70

★★

Below

39

★

Weak

Held by 8 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for CBSE.

Top Holders

Top Holders (8)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Decreased	191,881(-9.2%)	$9.9M	0.0%	+34.21%	0
WAWaverly Advisors, LLC	Decreased	145,146(-23.3%)	$7.6M	0.0%	+57.62%	0
Sanctuary Advisors, LLC	Increased	88,595(+18.2%)	$4.6M	0.0%	+20.37%	31
ROYAL BANK OF CANADA	New	14,048	$736,000	0.0%	-8.04%	34
HighTower Advisors, LLC	Increased	10,634(+97.1%)	$556,845	0.0%	+4.71%	39
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	4,504(-19.6%)	$235,830	0.0%	+50.54%	0
OSAIC HOLDINGS, INC.	Decreased	1,918(-7.4%)	$100,422	0.0%	+28.26%	0
UBS Group AG	Decreased	89(-60.8%)	$4,660	0.0%	+21.27%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Exited	0(-100.0%)	$226,045	0.0%	+27.10%	0

CBSEELEVATION SERIES TRUST

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer