ELEVATION SERIES TRUST

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CBSE·210322889·US·ETF·Unknown - Unknown

CBSE (ELEVATION SERIES TRUST) is held by 8 institutional investors as of Q1 2026. Largest holders: JPMORGAN CHASE & CO ($8.2M), Waverly Advisors, LLC ($7.5M), Sanctuary Advisors, LLC ($3M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (8)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
JPMORGAN CHASE & CO	Increased	211,361(+6.5%)	$8.2M	0.0%	+58.41%	29
WAWaverly Advisors, LLC	Increased	189,271(+3.5%)	$7.5M	0.1%	+62.97%	28
Sanctuary Advisors, LLC	Increased	74,960(+31.3%)	$3M	0.0%	+38.94%	33
MGMERCER GLOBAL ADVISORS INC /ADV	Unchanged	5,676	$226,045	0.0%	+20.85%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	5,603(-45.5%)	$223,140	0.0%	+55.65%	0
HighTower Advisors, LLC	Increased	5,395(+4.2%)	$214,841	0.0%	+25.11%	24
OSAIC HOLDINGS, INC.	Increased	2,072(+92.7%)	$82,505	0.0%	+32.61%	34
UBS Group AG	Decreased	227(-41.2%)	$9,040	0.0%	+25.38%	0

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

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer