CBSE ELEVATION SERIES TRUST: institutional ownership and insider trading
9 funds reported holding $24.3M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net sold $1.98M, with 1 new positions and 1 funds selling out.
Largest institutional holders of CBSE
- JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) — $9.89M
- Waverly Advisors, LLC — $7.60M
- Sanctuary Advisors, LLC — $4.64M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $736K
- Alchemi Wealth, LLC — $582K
- HighTower Advisors, LLC — $557K
- COMMONWEALTH EQUITY SERVICES, LLC — $236K
- OSAIC HOLDINGS, INC. — $100K
- UBS Group AG (UBS) — $4.66K