CUSIP 210322814
ELEVATION SERIES TRUST
17 institutions · $18.5M total · 438,204 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | TrueMark Investments, LLC | 206,722 | $8.7M | 47.17% | 2025-12-31 |
| 2 | Weaver Consulting Group | 106,461 | $4.5M | 24.29% | 2025-12-31 |
| 3 | Capital Investment Advisory Services, LLC | 32,221 | $1.4M | 7.35% | 2025-12-31 |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 28,000 | $1.2M | 6.38% | 2025-12-31 |
| 5 | ADVISOR GROUP HOLDINGS, INC. | 20,744 | $876.9K | 4.73% | 2025-12-31 |
| 6 | Valtinson Bruner Financial Planning LLC | 11,524 | $487.1K | 2.62% | 2025-12-31 |
| 7 | OLD MISSION CAPITAL LLC | 9,730 | $411.3K | 2.22% | 2025-12-31 |
| 8 | Stratos Wealth Partners, LTD. | 6,794 | $287.2K | 1.55% | 2025-12-31 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,520 | $237.4K | 1.25% | 2025-09-30 |
| 10 | JPMORGAN CHASE & CO | 4,382 | $185.2K | 0.99% | 2025-12-31 |
| 11 | Aptus Capital Advisors, LLC | 2,152 | $91.0K | 0.49% | 2025-12-31 |
| 12 | SRS Capital Advisors, Inc. | 1,667 | $70.5K | 0.38% | 2025-12-31 |
| 13 | HARBOUR INVESTMENTS, INC. | 1,316 | $56.1K | 0.30% | 2025-12-31 |
| 14 | UBS Group AG | 372 | $15.7K | 0.08% | 2025-12-31 |
| 15 | AE Wealth Management LLC | 316 | $13.4K | 0.07% | 2025-12-31 |
| 16 | DHJJ Financial Advisors, Ltd. | 280 | $11.8K | 0.06% | 2025-12-31 |
| 17 | Lloyd Advisory Services, LLC. | 3 | $131 | 0.00% | 2025-12-31 |