CEFZ ELEVATION SERIES TRUST: institutional ownership and insider trading
34 funds reported holding $21.8M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net bought $1.51M, with 6 new positions and 2 funds selling out.
Famous investors holding CEFZ
- Ken Griffin (Citadel Advisors): $850K, 0.0% of the portfolio
Largest institutional holders of CEFZ
- ENVESTNET ASSET MANAGEMENT INC — $6.81M
- PARK AVENUE SECURITIES LLC — $5.38M
- Waverly Advisors, LLC — $2.46M
- WADDELL & ASSOCIATES, LLC — $1.24M
- AE Wealth Management LLC — $899K
- CITADEL ADVISORS LLC — $850K
- MML INVESTORS SERVICES, LLC — $743K
- Triangle Securities Wealth Management — $731K
- Cetera Investment Advisers — $345K
- Cambridge Investment Research Advisors, Inc. — $331K