JULZ (ELEVATION SERIES TRUST) is held by 5 institutional investors as of Q1 2026. Largest holders: SUSQUEHANNA INTERNATIONAL GROUP, LLP ($437,196), JPMORGAN CHASE & CO ($215,829), OSAIC HOLDINGS, INC. ($105,031). Net institutional sentiment: Mixed.
5
Holders
Avg rating(1 Elite)
$807,942
Total Value
60% (6)
Fund Consensus
3 buying - 2 selling
Smart Money Verdict46Weak MomentumSingle Source
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See how JULZ's score breaks down across 4 SEC sources
Held by 5 funds
1 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 | 10,889(+69.1%) | $437,196 | 0.0% | +6.86% | 24 | |
Unchanged | 5,497 | $215,829 | 0.0% | +8.93% | 0 | |
Increased | 2,616(+0.6%) | $105,031 | 0.0% | +6.21% | 22 | |
Decreased | 856(-13.3%) | $34,348 | 0.0% | +8.93% | 0 | |
Increased | 387(+579.0%) | $15,538 | 0.0% | +7.59% | 20 | |
Exited | 0(-100.0%) | $337 | 0.0% | -1.51% | 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