ELEVATION SERIES TRUST

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CBSE·210322889·US·ETF

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

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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 Oct 13, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (8)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Decreased	191,881(-9.2%)	$9.9M	0.0%	+50.23%	0
WAWaverly Advisors, LLC	Decreased	145,146(-23.3%)	$7.6M	0.0%	+53.94%	0
Sanctuary Advisors, LLC	Increased	88,595(+18.2%)	$4.6M	0.0%	+23.89%	31
ROYAL BANK OF CANADA	New	14,048	$736,000	0.0%	-10.19%	34
HighTower Advisors, LLC	Increased	10,634(+97.1%)	$556,845	0.0%	+2.26%	39
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	4,504(-19.6%)	$235,830	0.0%	+47.02%	0
OSAIC HOLDINGS, INC.	Decreased	1,918(-7.4%)	$100,422	0.0%	+25.26%	0
UBS Group AG	Decreased	89(-60.8%)	$4,660	0.0%	+18.43%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Exited	0(-100.0%)	$226,045	0.0%	+27.10%	0

CBSEELEVATION SERIES TRUST

1M3M6M1Y3Y5Y

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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