Elevation Series Trust (CEFZ)

BATS · Funds & ETFs

Price

$8.03

Day

-0.86%

Close 2026-09-23.

Institutional holders

Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.

• ENVESTNET ASSET MANAGEMENT INC — $6.81M
• Waverly Advisors, LLC — $2.46M
• WADDELL & ASSOCIATES, LLC — $1.24M
• AE Wealth Management LLC — $898.16K
• CITADEL ADVISORS LLC — $850.04K
• Triangle Securities Wealth Management — $746.37K
• MML INVESTORS SERVICES, LLC — $743.31K
• Cetera Investment Advisers — $344.58K

Recent filings

• DEFA14A — 2026-06-01
• DEFA14A — 2026-04-29
• CORRESP — 2026-04-15
• DEF 14A — 2026-02-10
• CORRESP — 2025-12-29