CUSIP 210322723
ELEVATION SERIES TRUST
11 institutions · $53.4M total · 2,615,082 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Significant Wealth Partners LLC | 2,472,306 | $50.6M | 94.54% | 2025-12-31 |
| 2 | AE Wealth Management LLC | 45,317 | $928.3K | 1.73% | 2025-12-31 |
| 3 | WOLVERINE TRADING, LLC | 23,987 | $535.7K | 0.91% | 2025-09-30 |
| 4 | Fisher Asset Management, LLC | 19,743 | $448.9K | 0.75% | 2025-06-30 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,427 | $295.5K | 0.55% | 2025-12-31 |
| 6 | UBS Group AG | 12,889 | $287.8K | 0.49% | 2025-09-30 |
| 7 | CITADEL ADVISORS LLC | 9,861 | $202.0K | 0.37% | 2025-12-31 |
| 8 | ADVISOR GROUP HOLDINGS, INC. | 1,711 | $38.2K | 0.06% | 2025-09-30 |
| 9 | HRT FINANCIAL LP | 14,840 | $303 | 0.56% | 2025-12-31 |
| 10 | FMR LLC | 1 | $22 | 0.00% | 2025-09-30 |
| 11 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |