CUSIP 210322806
ELEVATION SERIES TRUST
13 institutions · $34.8M total · 1,262,877 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Waverly Advisors, LLC | 503,982 | $13.9M | 39.90% | 2025-12-31 |
| 2 | HighTower Advisors, LLC | 456,108 | $12.5M | 36.11% | 2025-12-31 |
| 3 | INSIGNEO ADVISORY SERVICES, LLC | 185,371 | $5.1M | 14.67% | 2025-12-31 |
| 4 | CIBC WORLD MARKET INC. | 40,000 | $1.1M | 3.16% | 2025-06-30 |
| 5 | Royal Bank of Canada | 15,808 | $435.0K | 1.25% | 2025-12-31 |
| 6 | Ethos Financial Group, LLC | 15,136 | $416.2K | 1.19% | 2025-12-31 |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | 13,844 | $398.0K | 1.09% | 2025-09-30 |
| 8 | Alchemi Wealth, LLC | 14,079 | $387.2K | 1.11% | 2025-12-31 |
| 9 | Able Wealth Management LLC | 10,323 | $283.9K | 0.81% | 2025-12-31 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,505 | $206.4K | 0.59% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 523 | $15.0K | 0.04% | 2025-06-30 |
| 12 | UBS Group AG | 198 | $5.7K | 0.01% | 2025-09-30 |
| 13 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |