ELEVATION SERIES TRUST

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CEFZ·210322673·US·ETF

CEFZ (ELEVATION SERIES TRUST) is held by 12 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.8M), Waverly Advisors, LLC ($2.5M), AE Wealth Management LLC ($898,668). Net institutional sentiment: Mixed.

12

Holders

(4 Elite)

$12.6M

Total Value

64% (11)

Consensus

7 buying - 4 selling

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

Smart Money Verdict

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Institutional (13F)79

Insider (Form 4)36

Activist (13D/13G)31

Congressional (STOCK Act)26

Holder Quality

83

★★★★★

Elite

11

★★★★

Strong

11

★★★

Solid

49

★★

Below

28

★

Weak

Held by 12 funds

4 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	827,723(+1.7%)	$6.8M	0.0%	+6.42%	28
WAWaverly Advisors, LLC	Decreased	298,482(-0.3%)	$2.5M	0.0%	+6.57%	0
AE Wealth Management LLC	Decreased	109,203(-2.9%)	$898,668	0.0%	+4.01%	0
CITADEL ADVISORS LLC	New	103,294	$850,037	0.0%	-1.58%	34
MML INVESTORS SERVICES, LLC	Increased	90,325(+45.5%)	$743,308	0.0%	+3.88%	33
Cetera Investment Advisers	Increased	41,872(+5.5%)	$344,577	0.0%	+5.96%	25
Kestra Advisory Services, LLC	Decreased	15,911(-17.5%)	$130,940	0.0%	+5.82%	0
OSAIC HOLDINGS, INC.	Increased	15,126(+215.5%)	$124,500	0.0%	+0.86%	36
Creative Planning	Unchanged	11,876	$97,733	0.0%	+6.57%	0
ROYAL BANK OF CANADA	Unchanged	11,809	$97,000	0.0%	+6.57%	0
UBS Group AG	New	5,657	$46,551	0.0%	-1.58%	31
Allworth Financial LP	Increased	2,502(+2.5%)	$20,593	0.0%	+3.90%	19
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$116,086	0.0%	+7.52%	0

CEFZELEVATION 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