ELEVATION SERIES TRUST

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CEFZ·210322673·US·ETF·Unknown - Unknown

CEFZ (ELEVATION SERIES TRUST) is held by 11 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.4M), Waverly Advisors, LLC ($2.3M), AE Wealth Management LLC ($882,480). Net institutional sentiment: Mixed.

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

Positions (11)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Decreased	814,123(-1.5%)	$6.4M	0.0%	+2.62%	0
WAWaverly Advisors, LLC	Decreased	299,427(-2.3%)	$2.3M	0.0%	+2.62%	0
AE Wealth Management LLC	Increased	112,448(+0.5%)	$882,480	0.0%	+1.36%	25
MML INVESTORS SERVICES, LLC	Decreased	62,095(-32.4%)	$487,316	0.0%	+2.62%	0
Cetera Investment Advisers	Decreased	39,676(-1.2%)	$311,373	0.0%	+2.55%	0
Kestra Advisory Services, LLC	New	19,291	$151,390	0.0%	+1.36%	31
JANE STREET GROUP, LLC	New	14,792	$116,086	0.0%	+1.36%	34
Creative Planning	Unchanged	11,876	$93,203	0.0%	+2.62%	0
ROYAL BANK OF CANADA	Unchanged	11,809	$93,000	0.0%	+2.62%	0
OSAIC HOLDINGS, INC.	Decreased	4,794(-68.0%)	$37,627	0.0%	+2.60%	0
Allworth Financial LP	Increased	2,441(+2.5%)	$19,161	0.0%	+1.36%	19
Farther Finance Advisors, LLC	Exited	0(-100.0%)	$6,486	0.0%	0.00%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$21,368	0.0%	0.00%	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