SOVF ELEVATION SERIES TRUST: institutional ownership and insider trading
26 funds reported holding $69.3M of ELEVATION SERIES TRUST in their latest 13F filings; in Q2 2026 funds net sold $11.0M, with 2 new positions and 4 funds selling out.
Largest institutional holders of SOVF
- Cornerstone Management, Inc. — $18.4M
- EverSource Wealth Advisors, LLC — $12.2M
- Vident Advisory, LLC — $8.97M
- ICONIQ Capital, LLC — $6.37M
- OneAscent Financial Services LLC — $4.92M
- Bare Financial Services, Inc — $4.49M
- Blue Trust, Inc. — $2.61M
- OneAscent Wealth Management LLC — $2.20M
- BOS Asset Management, LLC — $1.73M
- World Investment Advisors — $1.62M