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.
8
Holders
Avg rating(2 Elite)
$19.5M
Total Value
71% (8)
Fund Consensus
5 buying - 2 selling
Smart Money Verdict54Mixed MomentumSingle Source
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See how CBSE's score breaks down across 4 SEC sources
Held by 8 funds
2 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 211,361(+6.5%) | $8.2M | 0.0% | +56.41% | 29 | |
Increased | 189,271(+3.5%) | $7.5M | 0.1% | +60.91% | 28 | |
Increased | 74,960(+31.3%) | $3M | 0.0% | +37.18% | 33 | |
Unchanged | 5,676 | $226,045 | 0.0% | +19.32% | 0 | |
Decreased | 5,603(-45.5%) | $223,140 | 0.0% | +53.68% | 0 | |
Increased | 5,395(+4.2%) | $214,841 | 0.0% | +23.53% | 24 | |
Increased | 2,072(+92.7%) | $82,505 | 0.0% | +30.93% | 34 | |
Decreased | 227(-41.2%) | $9,040 | 0.0% | +23.80% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer