CUSIP 210322889
ELEVATION SERIES TRUST
16 institutions · $19.8M total · 510,026 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 198,553 | $7.8M | 38.92% | 2025-12-31 |
| 2 | Waverly Advisors, LLC | 182,912 | $7.2M | 35.86% | 2025-12-31 |
| 3 | Sanctuary Advisors, LLC | 57,097 | $2.3M | 11.19% | 2025-12-31 |
| 4 | Beta Wealth Group, Inc. | 19,698 | $588.6K | 3.86% | 2025-03-31 |
| 5 | Alchemi Wealth, LLC | 11,107 | $438.0K | 2.17% | 2025-12-31 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 10,283 | $405.5K | 2.01% | 2025-12-31 |
| 7 | Royal Bank of Canada | 10,156 | $303.0K | 1.99% | 2025-09-30 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7,601 | $227.1K | 1.49% | 2025-03-31 |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 5,676 | $223.8K | 1.11% | 2025-12-31 |
| 10 | HighTower Advisors, LLC | 5,180 | $204.3K | 1.01% | 2025-12-31 |
| 11 | ADVISOR GROUP HOLDINGS, INC. | 980 | $38.6K | 0.19% | 2025-12-31 |
| 12 | UBS Group AG | 386 | $15.2K | 0.07% | 2025-12-31 |
| 13 | MORGAN STANLEY | 364 | $13.4K | 0.07% | 2025-06-30 |
| 14 | RAYMOND JAMES FINANCIAL INC | 10 | $367 | 0.00% | 2025-06-30 |
| 15 | Covestor Ltd | 23 | $1 | 0.00% | 2025-06-30 |
| 16 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |