CBLS ELEVATION SERIES TRUST: institutional ownership and insider trading
9 funds reported holding $48.9M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $3.76M, with 2 new positions and 1 funds selling out.
Largest institutional holders of CBLS
- Waverly Advisors, LLC — $18.6M
- HighTower Advisors, LLC — $15.7M
- INSIGNEO ADVISORY SERVICES, LLC — $12.4M
- IFP Advisors, Inc — $535K
- Alchemi Wealth, LLC — $471K
- Ethos Financial Group, LLC — $431K
- MGO ONE SEVEN LLC — $354K
- Able Wealth Management LLC — $304K
- Farther Finance Advisors, LLC — $152K