ELEVATION SERIES TRUST

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SOVF·210322202·US·ETF

SOVF (ELEVATION SERIES TRUST) is held by 8 institutional investors as of Q2 2026. Largest holders: Vident Advisory, LLC ($9M), AQR CAPITAL MANAGEMENT LLC ($672,932), ENVESTNET ASSET MANAGEMENT INC ($513,704). Net institutional sentiment: Mixed.

8

Holders

(3 Elite)

$11.1M

Total Value

57% (7)

Consensus

4 buying - 3 selling

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

Smart Money Verdict

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Institutional (13F)26

Insider (Form 4)40

Activist (13D/13G)25

Congressional (STOCK Act)38

Holder Quality

77

★★★★★

Elite

81

★★★★

Strong

85

★★★

Solid

43

★★

Below

50

★

Weak

Held by 8 funds

3 elite

Who's Trading

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

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

Top Holders

Top Holders (8)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Vident Advisory, LLC	Increased	301,997	$9M	0.1%	+4.88%	27
AQR CAPITAL MANAGEMENT LLC	Unchanged	22,646	$672,932	0.0%	+2.96%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	17,287(+31.5%)	$513,704	0.0%	+5.04%	31
BROWN ADVISORY INC	Decreased	13,805(-39.6%)	$410,225	0.0%	+4.54%	0
JONES FINANCIAL COMPANIES LLLP	Increased	10,933(+44.0%)	$322,064	0.0%	+6.46%	32
MONETA GROUP INVESTMENT ADVISORS LLC	New	7,035	$209,050	0.0%	+4.40%	32
Aptus Capital Advisors, LLC	Unchanged	493	$14,650	0.0%	+3.32%	0
Steward Partners Investment Advisory, LLC	Unchanged	100	$2,972	0.0%	+3.53%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$262,148	0.0%	-1.52%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$215,660	0.0%	+4.97%	0

SOVFELEVATION 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